Investment Analyst cum Administrative Assistant

Legacy Health is seeking a highly analytical, detail-oriented, and organized Investment Analyst cum Administrative Assistant to support investment research, financial analysis, and senior management operations. The ideal candidate will have a strong understanding of financial markets, excellent organizational skills, and the ability to manage financial records, coordinate with stakeholders, and handle confidential information in a dynamic work environment.

Position Summary

• Role: Investment Analyst cum Administrative Assistant (Straddle Shift)

• Company: Legacy Health

• Location: 12, Alfred House Gardens, Colombo 03, Sri Lanka

• Working Hours: Straddle shift (2:00 PM – 11:00 PM SLST), aligned with standard U.S. business hours and calendar

• Employment Type: Full-Time

Roles & Responsibilities

• Research and evaluate investment opportunities, financial instruments, and market trends to support investment decisions.

• Prepare financial analyses, investment reports, and presentations for management review.

• Monitor investment performance, returns, cash flows, and portfolio movements.

• Maintain investment schedules, portfolio trackers, financial records, and related documentation.

• Assist with budgeting, forecasting, financial reporting, and performance tracking.

• Provide administrative and organizational support to senior management.

• Maintain corporate documents, contracts, records, and filing systems while ensuring confidentiality.

• Coordinate with banks, investment managers, accountants, and other external stakeholders.

• Follow up on pending tasks, payments, documentation, and deadlines to ensure timely completion.

• Perform additional finance-related and administrative duties as required.

Qualifications & Experience

• Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

• Professional Qualifications: Qualifications such as ACCA, CIMA, or CFA are an added advantage.

• Experience: 2–3 years of relevant experience in investment research, financial analysis, accounting, or administrative support is preferred.

• Technical Skills: Good knowledge of Microsoft Excel and other Microsoft Office applications.

• Core Competencies: Strong analytical, numerical, organizational, and communication skills; excellent attention to detail and ability to manage multiple priorities efficiently.

• Discretion & Coordination: Ability to handle confidential financial and corporate information with discretion; strong coordination, follow-up, and stakeholder management skills.

• Work Schedule Availability: Willingness and availability to work according to standard U.S. business hours and the U.S. business calendar on a straddle shift (2:00 PM - 11:00 PM SLST).

How to Apply

Interested candidates meeting the above requirements are invited to submit their application:

• Email: careers-colombo@legacyhealthllc.com

Legacy Health

12, Alfred House Gardens, Colombo 03, Sri Lanka