Portfolio Manager

Responsibilities:

Portfolio Management:

• Develop and implement investment strategies tailored to clients’ financial goals, risk tolerance, and preferences.
• Monitor and rebalance portfolios to ensure alignment with investment objectives.
• Conduct regular performance reviews and generate detailed reports for clients.
• Stay updated on market trends, asset classes, and investment opportunities.

Investment Analysis:

• Perform quantitative and qualitative analysis of potential investment opportunities.
• Evaluate economic trends, industry developments, and financial markets to inform investment decisions.
• Conduct scenario analysis and stress testing to assess portfolio resilience.

Client Relationship Management:

• Maintain proactive communication with clients to discuss performance, market developments, and strategy adjustments.
• Provide clear and transparent explanations of portfolio decisions and results.
• Work closely with the sales teams to onboard new clients and retain existing ones.

Compliance and Risk Management:

• Ensure all portfolio activities comply with regulatory standards and internal policies.
• Implement risk management strategies to mitigate potential threats to portfolio performance.
• Prepare reports and documentation required for audits and regulatory filings.

Team Collaboration:

• Collaborate with analysts and other investment professionals to identify and execute investment opportunities.
• Mentor junior team members, fostering professional growth and knowledge sharing.

Requirements:

• Bachelor’s degree in finance, Economics, Business Administration, or a related field. A master’s degree or CFA/CFP/CAIA designation is often preferred.
• Minimum of 6-10 years of experience in portfolio management, investment analysis, or a related role in asset management or financial services.

• Professional certifications such as Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) are often preferred.

• Strong analytical and quantitative skills.
• Excellent communication and presentation abilities.
• Ability to make informed and timely investment decisions under pressure
• Proficiency in financial modeling, Bloomberg, and portfolio management software.
• Knowledge of local and global financial markets and investment instruments.

Attributes:

• Strategic thinker with a client-centric mindset.
• High level of integrity and professionalism.
• Strong decision-making and problem-solving capabilities.
• Portfolio performance against benchmarks and client objectives.
• Client satisfaction and retention rates.
• Growth in assets under management (AUM).
• Compliance with regulatory requirements and internal policies.
• Contribution to team initiatives and knowledge sharing.

Why Join Us?

• Opportunity to work in a dynamic and growth-oriented environment.
• Competitive compensation and benefits package.
• Access to continuous professional development and career advancement.