Position Description:
The position will create value in fund performance through suitable investment recommendations whilst employing both top-down and bottom-up approaches. Monitor and manage portfolio composition and its execution.
Job Responsibilities:
- Manage discretionary and non-discretionary mandates with a view to meeting all agreed client objectives
- Implement the agreed investment strategy, trading in both equity and fixed income securities
- Co-ordinate with all external and internal stakeholders including Operations, Finance and IT department to ensure smooth running of the process
- Monitor the investment portfolios on a continuous basis and provide portfolio reports to the client on monthly basis
- Evolve the investment process
- Manage the risk of portfolios, devise measures to monitor and control risk
- Provide investment advisory to clients and develop their investment strategy
Required Competencies:
- Equity investment analysis;
- Understanding of local financial markets;
- Knowledge of NBFC regulations and mutual fund sector;
- Knowledge/contacts with market participants such as brokers, advisors / investment bankers/lead arrangers, company management, etc.;
- Customer focus;
- Proficient in Microsoft Office
- Be able to think creatively and apply knowledge on day-to-day business.
- Accurate, thorough and highly responsible with a good attention to detail.
Required Education & Experience:
- Bachelors or Master’s degree in relevant discipline from a reputable institution
- Minimum 3-5 years of relevant industry experience.