Portfolio Officer

Job Summary

Sunny FCL Group is seeking a Portfolio Officer to support portfolio activities, including monitoring, investment research and client reporting. Working closely with the Investment Manager, you will gain hands-on exposure to portfolio analysis and day-to-day investment activities. This role is suited to a recent graduate or early-career candidate and includes exposure to client onboarding, investment operations and administrative duties

 Key Skills

Good analytical mindset with an interest in financial markets and the ability to support financial analysis. Working knowledge of Excel and PowerPoint, with attention to detail, organisation and clear communication skills.

Requirements

• This role is intended for candidates with 0 to 2 years of relevant experience. Fresh graduates are encouraged to apply.

• Bachelor’s degree in Finance, Economics, Mathematics, Accounting or a related field

• Progress towards the CFA designation would be an advantage

•  Good analytical and numerical skills, with an interest in financial markets

• Working knowledge of Microsoft Excel and PowerPoint

• Ability to understand financial statements and basic investment concepts

• Strong attention to detail and willingness to learn

• Well-organised and able to manage tasks effectively

• Ability to work both independently and within a team

• Good communication and interpersonal skills