Portfolio Management Analyst
KHR Innovate Ltd
Location
Larnaca
Hybrid
Type
full-time
Experience
Junior (1–2 yrs)
Salary (Gross)
€1,833 - €2,167 per month
Apply within
31 days
Category
Banking, Insurance & Financial Services
About the Role
Our client is an international advisory and fiduciary services firm catering to wealthy individuals, family offices, corporations, and institutional clients. As a Portfolio Management Analyst based in Larnaca, you will oversee and manage passive investment portfolios, third-party AIFs, and RAIFs in line with client mandates, risk profiles, and CySEC regulations. You will monitor portfolio performance, manage regulatory reporting, coordinate with fund promoters and investment advisors, and uphold robust governance and compliance standards across all AIFM operations. This role offers an engaging hybrid working model and substantial exposure to alternative investment strategies in the Cyprus fund ecosystem.
Responsibilities
- Manage and oversee third-party AIFs and RAIFs in line with investment strategies and CySEC regulations
- Monitor portfolio performance, risk exposures, and compliance with leverage and investment limits
- Coordinate with external promoters, investment advisors, and service providers to ensure seamless operations
- Prepare and review regular fund reports, risk metrics, and regulatory submissions including Annex IV
- Maintain communication with clients and promoters regarding portfolio activity and market developments
- Ensure full adherence to AIFM compliance, governance, and risk management frameworks
- Support new fund onboarding, conducting due diligence on investment strategies and providers
- Contribute to the ongoing enhancement of operational policies, internal controls, and procedures
- Stay up to date with CySEC, ESMA, and AIFMD regulatory developments
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field (MBA or CFA an advantage)
- CySEC Advanced Certificate required (or commitment to pass within 6 months)
- CySEC AML Certificate is considered an advantage
- 1-3 years of experience in portfolio management within an AIFM or financial institution
- Strong understanding of alternative investment strategies and the Cyprus fund industry
- Knowledge of the Luxembourg fund industry is an advantage
- Excellent communication skills to convey complex market insights
- High level of attention to detail and accuracy in portfolio construction
- Fluency in English (Greek or other languages considered a plus)
Benefits
- ✓13th Salary
- ✓Flexible working hours
- ✓Hybrid work environment with 3 days working from home
- ✓Provident fund after completion of probation period
- ✓25 days annual leave plus Bank Holidays
- ✓Modern open-plan office environment
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