Portfolio Manager – (24000024)
Job Purpose and Key responsibilities
Job Purpose:
Optimally invest client portfolios and report to the clients as per mandate.
Key responsibilities:
- Have professional objective insight on current and future economic conditions and industry trends.
- Undertake fundamental analysis of investment opportunities across traditional and non- traditional asset classes.
- Generate reports as necessary for presentations to internal and external stakeholders.
- Attend and present at clients’ board of trustee and annual general meetings.
- Actively contribute towards model portfolio construction through asset allocation and security selection decisions.
- Construct and rebalance portfolios for optimal investments while considering regulatory, IPS limits.
Knowledge, experience and qualifications required
Knowledge, experience and qualifications required:
- Bachelor’s degree in Commerce, Finance, Economics or relevant field.
- CFA Finalist.
- 5 – 8 years experience in fund management with hands on experience in equities, fixed income, offshore and
private equity asset classes. - At least 2 years in a similar position
- Member of relevant professional body: ICIFA, CISI, CFA