Summary

• The primary job function will entail supporting primary portfolio managers to manage assigned portfolios in line with their investment policies and relevant regulatory frameworks.
• The secondary portfolio manager will rely on research output from internal and external analysts to develop actionable investment ideas.
• This may involve performing fundamental analysis and building proprietary models etcetera.
• He / She will be assigned portfolios to manage in a secondary capacity wherein they will make investment recommendations to the PPM for approval as well as effectively maintaining administrative oversight for the portfolios.

Responsibilities

• Provide client consultation to develop investment objectives
• Provide advice and guidance for investment opportunities to customers
• Create reports on investment performance and activity
• Communicate with clients about their accounts, market conditions and economic trends
• Manage equity and bond portfolios with the aim of maximizing investment returns
• Commensurate acceptable levels of risk based on client instructions
• Handle financial products as required
• Work together with investment research teams to identify investment opportunities

Requirements

• Master’s Degree in Business, Finance, Investment or a related field preferred
• Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment
• Strong understanding of investment strategies and risk management
• Exceptional customer service with a client focus