Investment Analyst


What you'll be doing?

Manage both existing portfolio management offering and new products

Work closely with sales marketing and analysis teams in order to elevate offering and holdings

Maintain and oversee products to meet portfolio management limitation on the risk side

Existing infrastructure

  • In depth understanding of existing offering
  • Analysis of existing infrastructure: offering, costs, technical and regulatory limitations
  • Creation of new portfolios after a detailed sync with the sell side
  • Rebalance the portfolio on a periodic basis
  • Continuous work with counterparts for constant improvement of existing portfolios and troubleshoot problems as they arise.

Risk Management

  • In depth periodic risk analysis on existing portfolios
  • Adjusting allocations of the portfolios according to predefined risk matrix
  • Constant communication with big popular investor regarding their risk and portfolio’s standard deviation

  • Self-learning and adaptability
  • Familiarity with the relevant markets
  • Ability to analyze, compare and draw operative conclusions
  • Basic technical understanding
  • Trading or portfolio management background
  • Portfolio management and investment advice licence an advantage 
  • Basic understanding of compliance requirements and implications 
  • Ability to work in a team
  • Ability to work with multiple entities within and outside the organization
  • Adaptation to work at a fast pace and changing conditions
  • Fluent English in speech, writing and reading

Israel office