Portfolio Analyst

About Zarea Limited

Zarea Limited is Pakistan's leading B2B marketplace transforming procurement and supply chain operations through technology, data analytics, and operational excellence. We are building an integrated digital ecosystem that simplifies procurement, logistics, warehousing, financing, and commodity trading while empowering businesses to make smarter, data-driven decisions.

We are looking for a highly analytical and detail-oriented Portfolio Analyst to support portfolio performance monitoring, financial analysis, business reporting, and strategic decision-making.

Job Overview

The Portfolio Analyst will be responsible for evaluating portfolio performance, analyzing financial and operational data, preparing management reports, identifying business trends, and supporting strategic initiatives. This role requires strong analytical thinking, financial knowledge, and the ability to transform complex data into meaningful insights for executive management.

The ideal candidate will have experience in financial analysis, business intelligence, reporting, and performance management within a fast-paced business environment.

Key Responsibilities

• Analyze portfolio performance and prepare daily, weekly, monthly, and quarterly analytical reports.

• Monitor financial, operational, and business KPIs across multiple business units.

• Conduct financial analysis, trend analysis, and variance analysis to support management decisions.

• Identify business opportunities, operational risks, and performance improvement areas.

• Collect, validate, and consolidate data from various internal departments.

• Develop dashboards, executive reports, and management presentations.

• Support budgeting, forecasting, and business planning activities.

• Perform portfolio performance reviews and recommend optimization strategies.

• Ensure the accuracy, consistency, and integrity of financial and operational data.

• Work closely with Finance, Investments, Operations, Technology, and Executive Management teams.

• Assist in investment performance analysis and business growth initiatives.

• Maintain reporting standards and improve reporting automation where possible.

• Support strategic projects through financial modeling and data-driven recommendations.

Required Qualifications

• Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, Statistics, or a related discipline.

• CFA Level I/II or CA Inter qualification is required.

• Minimum 5 years of experience in Portfolio Analysis, Financial Analysis, Business Analytics, FP&A, or Management Reporting.

• Strong understanding of financial statements, investment analysis, and business performance metrics.

• Excellent analytical, numerical, and problem-solving abilities.

• Strong written and verbal communication skills.

• Ability to manage multiple assignments and work under tight deadlines.

Technical & Professional Skills

Required Skills

• Portfolio Analysis

• Financial Analysis

• Business Analysis

• Data Analysis

• Financial Reporting

• KPI Monitoring

• Performance Analysis

• Budgeting & Forecasting

• Variance Analysis

• Financial Modeling

• Management Reporting

• Dashboard Development

• Advanced Microsoft Excel

• PowerPoint Presentation

• Business Communication

• Critical Thinking

• Attention to Detail

• Problem Solving

• Time Management

Preferred Skills

• Power BI

• Tableau

• SQL

• ERP Systems (SAP, Oracle, Odoo, Microsoft Dynamics)

• Business Intelligence Tools

• Data Visualization

• Python or R (for analytics)

• Corporate Finance

• Investment Portfolio Management

• Capital Markets Knowledge

• Process Automation

• AI & Data Analytics Tools

Key Performance Indicators (KPIs)

• Accuracy and timeliness of reports

• Portfolio performance analysis quality

• KPI monitoring effectiveness

• Dashboard accuracy and usability

• Forecasting accuracy

• Data integrity and consistency

• Business insight generation

• Reporting automation improvements

• Decision support effectiveness

• Stakeholder satisfaction

What We Offer

• Monthly Salary: PKR 150,000

• Medical Coverage

• Meal & Refreshments

• Performance-Based Career Progression

• Paid Annual & Casual Leaves

• EOBI & Gratuity

• Professional Learning & Development

• Collaborative Work Environment

• Exposure to Strategic Business & Investment Decisions

• Career Growth Opportunities in a Fast-Growing Organization

Why Join Zarea Limited?

Join Zarea Limited and become part of a data-driven organization that's transforming Pakistan's commodities and procurement ecosystem. As a Portfolio Analyst, you'll work with senior leadership to deliver actionable insights, support strategic investments, and contribute to the company's long-term growth through analytics and financial excellence.