Job Description
Join NDB Wealth as a Portfolio Assistant
NDB Wealth Management Limited is the largest unit trust management company and an investment manager licensed by the Securities and Exchange Commission of Sri Lanka. We are looking for a dynamic and passionate individual to join our investment team.
Key Responsibilities:
- Supporting the portfolio management process across fixed income and equity portfolios
- Conducting market, macroeconomic, sector and company research
- Preparing investment reports, portfolio updates and analytical presentations
- Monitoring portfolio positions, liquidity requirements and market developments
- Assisting in trade execution, portfolio reviews and investment decision-making processes
- Coordinating with internal teams to support smooth investment operations
Candidate Profile
- A Bachelor's degree in Finance, Economics, Accounting, Business, Mathematics, Statistics or a related field
- A strong academic record
- Good analytical, numerical and communication skills
- Strong attention to detail and willingness to learn
- Interest in financial markets, investments and portfolio management
- Proficiency in Excel and financial analysis will be an added advantage
- Candidates who are currently progressing towards the CFA Charter will have a definite advantage
Why Join Us?
This position provides hands-on exposure to the asset management industry, including portfolio construction, investment research, market analysis and client portfolio monitoring. It is well suited for someone looking to develop a long-term career in investment management.
Send your resume to [email protected] (Please mention the Job Position)
Website: www.ndbwealth.com
NDB Wealth Management
