Piggyvest is a platform that helps individuals and businesses manage their finances effectively - save and invest with ease.
Read more about this company
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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