Portfolio Manager

Recruiter / Employer: Unspecified
Contract: Permanent
Salary: Confidential
Status: Expired

Job Purpose

Manage client portfolios as per mandate.

Key responsibilities

  • Maintain a perspective on current and future economic conditions and industry trends 
  • Assess potential investment opportunities across traditional and non- traditional asset classes
  • Assist in generating ad hoc 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 coming up with superior asset allocation and security selection decisions. 
  • Construct and rebalance portfolios
  • Support AMC UG as per the hub and spoke model
  • Delegated Authority:  As per the approved Delegated Authority Matrix
  • Perform any other duties as may be assigned from time to time.
  • Key Performance Measures

    As described in your Personal Score Card

    Knowledge, experience, and qualifications Required

  • Bachelor's degree in Commerce, Finance, Economics or related field 
  • 6-8 years’ experience in financial markets with hands-on exposure to equities, interest-bearing assets, property, and private equity, 3 of which must be in a supervisory capacity
  • CFA Finalist  
  • Member of a relevant professional body
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