Job Purpose
We are seeking an experienced Portfolio Manager to manage investment portfolios for our clients.
The successful candidate will analyze market trends, develop and implement investment strategies, and ensure that client portfolios align with their financial goals and risk tolerance.
Responsibilities
Create and manage investment portfolios based on financial objectives and risk profiles.
Conduct thorough market research to inform investment decisions and stay updated on financial markets and investment products
Monitor portfolio performance, identify areas for improvement, and adjust as necessary.
Communicate regularly with clients to understand investment goals, provide updates on portfolio performance, and discuss strategy changes.
Work closely with financial analysts to assess potential investments and develop investment strategies.
Ensure that risk levels are managed within agreed parameters to protect client investments.
Prepare regular reports on activities to the Group Managing Director.
Job Requirements
Education:
Bachelor’s Degree in Finance, Economics, or a related field; a Master’s degree is preferred
CFA or other relevant certifications are highly valued.
Work Experience:
Minimum of 5 years in portfolio management or a related field.
Experience in managing diverse portfolios, including equities, fixed income, and other investment vehicles
Proven track record of developing and implementing investment strategies, monitoring portfolio performance, and adjusting as needed.
Key Knowledge and Skills:
Knowledge:
The incumbent must have proficiency knowledge in the following areas:
Financial analysis, Risk Management, Investment strategies, Quantitative analysis, and Compliance.
Skills:
The incumbent must demonstrate the following skills:
Strong analytical, problem-solving, and communication skills
Proficiency with financial analysis software and tools
Proficiency in identifying, assessing, and mitigating investment risks through strategies like diversification and hedging
Ability to use quantitative models and tools to analyze data and predict market trends
Capacity to evaluate complex financial data and interpret market trends
Behavioral Attributes:
Proactive and self-motivated.
Strong interpersonal skills
Ability to work under pressure, maintain confidentiality, and demonstrate personal integrity
Ability to work independently and as part of a team.
High level of integrity and professionalism.
Apply via :
job-boards.greenhouse.io