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  • Posted: Apr 1, 2026
    Deadline: Not specified
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  • Piggyvest is a platform that helps individuals and businesses manage their finances effectively - save and invest with ease.
    Read more about this company

     

    Treasury and Investments Associate

    Job Summary

    • We are looking to hire an experienced Treasury and Investments Associate to support the management of multi-asset public market portfolios across fixed income and equities. The role will be responsible for idea generation, execution, portfolio monitoring, and oversight of external managers.
    • The ideal candidate combines strong macro knowledge with hands-on trading and portfolio management and construction experience.
    •  Intellectual rigour paired with intellectual curiosity. 
    • A bias toward clarity in analysis, in writing, and in communication.
    • Comfort operating across both structured, process-driven work and creative, audience-facing initiatives.
    • Ownership mentality: you treat the portfolio and the brand as your own.

    Job Details

    • Active Trading & Execution: Execute trades across Fixed Income (Bonds, T-Bills) and Equities with a focus on optimizing entry/exit points based on investment analysis 
    • Portfolio Management: Monitor portfolio performance, ensure compliance with Investment Policy Statements (IPS), and generate performance attribution reports.
    • External Manager Oversight: Act as the primary point of contact for external equity fund managers; evaluate their performance against benchmarks and maintain the relationship mandate.
    • Strategy Development: Formulate short-term tactical and long-term strategic investment themes based on market trends.
    • Portfolio reporting: Prepare monthly and quarterly performance reports and present investment performance and recommendations to the Investment Committee
    • Product Development: Provide continuous support in the creation of scalable investment products for different client bases.

    Requirements

    • 5 – 8+ years of experience in investment asset management, pension funds management
    • Demonstrated experience trading fixed income and/or equities
    • Strong understanding of yield curves, duration management, credit spreads, and equity valuation
    • Strong financial modelling and analytical skills
    • Investment Research or Portfolio Management experience
    • Eligibility or status as a SEC Sponsored Individual is a major advantage.
    • Possession of the ACA, CFA (Chartered Financial Analyst) or CIS (Chartered Institute of Stockbrokers) designation is strongly preferred
    • Bachelor’s degree in Accounting, Finance, Economics, or related field
    • An active portfolio of work demonstrating ethical financial content creation is an advantage — blog, LinkedIn page, X (Twitter) account, YouTube channel, newsletter, or similar. Please share links with your application where available.

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