Investment & Operations Analyst - Diversified Portfolio Management

Join Oak Drive Ventures as an Investment & Operations Analyst and play a pivotal role in managing a diversified portfolio spanning stocks, ETFs, mutual funds, cryptocurrency, real estate, private businesses, and startups. Based in the vibrant hub of Canggu, Bali, you'll be part of a dynamic team dedicated to achieving exceptional investment performance. This role offers a unique opportunity to leverage your analytical skills and strategic thinking to drive growth and maximize returns.

As an Investment & Operations Analyst at Oak Drive Ventures, you'll be responsible for conducting thorough market research, analyzing investment opportunities, and developing comprehensive investment strategies. You'll work closely with the investment team to monitor portfolio performance, identify risks, and implement mitigation strategies. Additionally, you'll collaborate with operations teams to ensure smooth execution of investment activities and maintain optimal portfolio performance.

📋 Tanggung Jawab Pekerjaan

• Conduct market research and analysis to identify investment opportunities across various asset classes.
• Develop and implement investment strategies for stocks, ETFs, mutual funds, cryptocurrency, real estate, private businesses, and startups.
• Monitor portfolio performance, analyze trends, and provide insights to the investment team.
• Identify and assess risks associated with the portfolio and develop mitigation strategies.
• Collaborate with operations teams to ensure smooth execution of investment activities.
• Prepare and present regular reports on portfolio performance and investment activities.
• Stay updated with market trends, regulatory changes, and industry developments.
• Contribute to the continuous improvement of investment processes and procedures.

🎓 Kualifikasi & Syarat

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 3 years of experience in investment analysis or a similar role.
• Proficient in using Excel, PowerPoint, and financial analysis software such as Bloomberg, FactSet, or Morningstar.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Knowledge of investment products and strategies, including stocks, ETFs, mutual funds, cryptocurrency, real estate, and private businesses.
• Certification in Financial Analysis (CFA) or Chartered Financial Analyst (CFA) is a plus.
• Familiarity with investment regulations and compliance requirements.

🛠️ Keahlian

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