
Associate Portfolio Manager
United Securities Limited
Dhaka
Full TimeNot specifiedBdJobsActive Hiring
Salary
Negotiable
Deadline
29 May 2026
Source
BdJobs
Location
Dhaka
72%
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Salary
Negotiable
Deadline
29 May 2026
Key Responsibilities
* Spearhead bespoke investment advisory and financial planning solutions tailored to clients' unique needs and goals.
* Foster lasting relationships with high-net-worth individuals and institutional investors by delivering personalized support and expertise.
* Accelerate business growth through strategic client acquisition and retention initiatives, driving long-term partnerships and revenue expansion.
* Develop and execute investment strategies across multiple asset classes, including equities, mutual funds, and fixed income, to optimize client returns.
* Proactively monitor and adjust client portfolios in response to market fluctuations, ensuring alignment with their risk tolerance and investment objectives.
* Champion regulatory compliance, adhering to stringent DSE, BSEC, and other relevant frameworks to mitigate risk and ensure operational integrity.
* Identify and mitigate potential portfolio risks, collaborating with cross-functional teams to implement effective risk management strategies.
* Craft compelling reports and presentations that provide actionable insights and data-driven recommendations to clients and senior management.
* Empower clients with in-depth knowledge of financial products and market trends, communicating complex concepts in a clear and concise manner to inform their investment decisions.
Requirements
Experience
1 to 3 years
Skills
Capital marketsBrokerage operationsInvestment productsExcelBI toolsFinancial modelingValuation techniquesPresentationCommunicationAnalytical skills
Education
- B.B.A
- M.B.A
- CFA Charterholder
- CFA Level III
Additional Requirements
- Strong knowledge of capital markets
- Proficiency in Excel, BI tools, financial modeling, and valuation techniques
- Excellent presentation, communication, and analytical skills
Compensation & Benefits
Performance bonusMobile billProvident fundFull Subsidize Lunch FacilitiesFestival Bonus: 2
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