Investment Associate
On-siteOslo, Oslo, Norway
Job Summary
Conduct fund and portfolio analysis covering costs, risk, and returns to generate graphs, key metrics, and decision support materials. Track the fund universe through ongoing dialogue with asset managers and prepare for manager meetings with detailed notes and follow-up points. Ensure quality of market and portfolio content while contributing to sales collateral, client presentations, monthly reports, and internal updates. Support product approval processes, annual product evaluations, and relevant documentation. This role sits within a growing Wealth Management division at Pareto Securities, a leading Nordic brokerage firm serving private individuals, families, and institutions with investment and wealth management solutions.
Required Qualifications
- Mastergrad innen finans, økonomi eller tilsvarende
- Minimum 2 års relevant erfaring fra investeringer, fondsanalyse, forvalterseleksjon, kapitalforvaltning, formuesforvaltning eller tilsvarende
- God forståelse for fond, porteføljer og finansmarkedene
- Sterke analytiske ferdigheter og høy presisjon
- Strukturert, nøyaktig og komfortabel med store mengder data
- Evne til å gå i dybden og trekke ut det som er relevant for rådgivere og kunder
- Trives i skjæringspunktet mellom analyse, praktisk gjennomføring og rådgiverstøtte
Desired Qualifications
- Erfaring med Morningstar, Bloomberg, Excel og porteføljeanalyse er en fordel
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.