Job Summary

As Portfolio Analyst, you will support the team in investing in short & medium-long term instruments for our clients and our proprietary positions to achieve set objectives. In addition, you will also support the investment management function of the company, contributing to the formulation of investment strategies, product development, etc.

Responsibilities

• Demonstrate good knowledge of the Investment & Securities Act 2007 and other amendments thereof and SEC rules governing Fund Managers to better manage Mutual Funds (CIS), Institutional and Private client portfolios in line with the investment objectives and investment policy statement.
• Deliver strong returns on portfolios managed within portfolio guidelines, risk limits and regulations.
• Research and analyze investment opportunities and consider market conditions and economic trends to select the best assets for proactive investing.
• Ensure investment decisions and portfolios are managed in line with their governing documentation, internal policies, and relevant regulations.
• Ensure that investments align with Trust Deed and provide updates on policy changes affecting the funds on a periodic basis through the preparation and dissemination of Fact Sheets and other portfolio reports.
• Contribute to investment strategy for the Funds through participation in the Fund Investment Committee, portfolio review meetings and client meetings
• Monitor portfolio performance against set benchmarks/targets in a bid to outperform set benchmarks.
• Maintain and update inventory records of securities with valuations where necessary.
• Source flows from market participants on buy/sell opportunities for arbitrage opportunities.
• Analyze investment industry and trends that could impact the investment portfolio or organization’s funding strategies.
• Liaise with related departments and counterparties within and outside the group for seamless transaction processing.
• Prepare periodic reports on activities as well as other external reports including clients’ portfolio reports, fact sheets, fund report to external investment committee in a timely manner.

Requirements

• Minimum 4 years portfolio management experience in an Asset Management firm
• B.Sc in Economics, Finance, or a related field
• Relevant professional certification such as ACCA, CFA, etc. is preferred.