Portfolio Manager (Investment Management)

• Drive optimal performance of assigned client portfolios.
  


• Support fixed income trading desk operations.
  


• Conduct due diligence and valuation of investment proposals.
  


• Advise Client Advisors on client profiling and asset allocation strategies.
  


• Monitor client portfolio performance daily, recommending adjustments and providing quarterly reports.
  


• Produce and present regular reports for executive decision-making.
  


• Maintain capital market expertise to guide Client Advisors.
  


• Collaborate with Research on market analysis and investment recommendations.
  


• Construct investment portfolios based on asset allocation and sector insights.
  


• Analyze markets and research to inform portfolio development.
  


• Implement strategies for superior investment returns.
  


• Present to high-net-worth and institutional clients.
  


• Develop client-specific Investment Policy Statements.
  


• Manage client relationships to align portfolios with policy updates.
  


• Meet with high-net-worth clients to review policies, markets, and portfolio performance.
  


• Coordinate with Client Service Officers on client objectives.
  


• Evaluate holdings for alignment, potential, and diversification.
  


• Analyze diverse asset classes to inform management recommendations.
  


• Monitor financial markets daily for trading opportunities.
  


• Provide advanced analysis to enhance portfolio results.
  


• Utilize fundamental and basic analysis for investment insights.
  


• Develop complex financial models for various asset valuations.
  


• Perform data mining and database management for research and portfolio management.
  


• Generate variance reports and rebalance portfolios.
  


• Apply interpersonal and analytical skills in portfolio assignments and new product development.
  


• Ensure client feedback is addressed and requests are fulfilled.
  


• Prepare and distribute portfolio performance reports to clients/investors.
  

Requirements

• Good first degree in Finance or a related discipline (e.g., Accounting, Business Administration, Economics).
  


• At least 4-8 years' experience in asset management, investment analysis, advisory, research, and/or product development within a financial services company.
  


• A relevant postgraduate degree, MBA, or professional qualification (e.g., CFA, Portfolio Management) is desirable.
  


• Good knowledge of the Financial Services industry – Equities, Fixed Income securities, Foreign Exchange market, Commodities market, property market – and an appreciation of its operations and peculiarities.
  


• Excellent knowledge of local and international capital market regulations/laws.
  


• Excellent communication, interpersonal, and networking skills.
  


• Good presentation and negotiation skills.
  


• Good problem analysis and problem-solving skills.
  


• Business and financial acumen.
  


• Strong analytical skills.
  


• Team player qualities.
  


• Problem identification and resolution skills.
  


• Good time management skills.
  


• Strong accounting skills.
  


• Significant knowledge of IT-based systems.
  

• Ability to meet set client targets.
  


• Performance of funds under management.
  


• Fast turnaround time for processing and execution of client requests and mandates.
  


• Adherence to the set schedule for investment committee meetings.
  


• Quality of documentation for investment committee meetings.
  


• Quality and accuracy of reports produced.
  


• Client retention rate.
  


• Client satisfaction rate.
  


• Client referral rate.
  


• Quality and longevity of new products introduced.
  


• Level of assistance provided to Wealth Advisory.
  


• Error/Compliance rate on internal control investigations.
  

Benefits