Senior Portfolio Manager

Job Summary

Responsible for managing portfolios in line with set objectives and assisting with developing and implementing strategies to grow the company’s portfolio as well as providing first-level data analysis, documentation of information and general support to the Head, Investments.

Responsibilities

Strategic

• Provide input in the development of a comprehensive strategic plan for the unit, emphasizing business development and marketing needs to ensure consistent growth in the number and quality of individuals and businesses captured.
• Provide input in the development of investment strategy/policy or business plan and implement same to ensure compliance.
• Provide input in the development of policies, standard operating procedures (SOPs), procedural manuals, work plans and other support systems in managing the Investment Division to achieve targeted objectives.
• Manage client relationships to ensure market growth and to meet and sustain the unit’s projected revenue target.
• Assisting the Head, Investments in implementing the following objectives:
  • Structuring the company’s wealth management unique product/service offerings
  • Brand Awareness for the company and its products
  • Use of technology to drive sales and develop investment management products/financial planning solutions.
  • GIPs Compliance
  • Internal Product Knowledge

Portfolio Management

• Development of client investment proposition, from building suitable portfolios and responding to client needs to developing existing propositions.
• Gather data to assist in client profile review and segmentation to meet and sustain the unit’s projected revenue target.
• Prepare Investment analysis/proposal and investment risk analysis for Head, Investment review, towards presenting at the Investment Strategy Committee
• Implement decisions of the Investment Strategy Committee
• Actively manage equities and fixed-income investment portfolio
• Implementation of the procedural manual for the company’s investment management activities
• Liaise with Research to ensure that the research needs/inputs to actualize investment management objectives are determined and delivered on a timely basis.
• Assist with reviewing and recommending appropriate benchmarks for achieving performance.
• Closely monitor investment portfolio performance in order to achieve the portfolio investment objectives.
• Achieving portfolio outperformance of set benchmarks set

Relationship Management

• Maintain professional relationships with existing and potential clients, financial institutions, and other stakeholders to support investment products.

 Information & Reporting

• Ensure timely and accurate reporting with all relevant regulators and liaise with relevant departments to ensure filings are made.
• Responsible for the maintenance and update of a comprehensive database on all investments to ensure accurate and timely investment reporting to management and clients.
• Ensure timely, reliable and accurate reporting on all investment management accounts/activities.

Others

• Leading, mentoring Portfolio Managers and others in the investment team and distributing workload and delegating assignments to junior team members.
• Perform any other responsibility as assigned by the Head, Investments.

Person Specification:

• First degree in Finance or Accounting or any business-related course
• 7 – 9 years experience with at least 3 years in a senior officer position.
• MBA or relevant MSc will be an added advantage.
• CFA or ACCA required.

Required Competencies

• Business & Finance Acumen
• Strategy Formulation
• Excellent communication, presentation and report-writing skills.
• Customer Orientation
• Industry Knowledge
• Leadership and Managerial skills
• Work Planning
• Teamwork and Collaboration
• Innovation & Creativity
• Integrity
• Excellent analytical and strong problem-solving skills.
• Good negotiation, persuasion, and conflict management skills.