Portfolio Manager at Michael Stevens Consulting

Job Role

• The Portfolio Manager will be responsible for overseeing a portfolio of investments and funds, work closely with the wealth advisor, understand and proffer appropriate solutions to client’s needs.
• The appointee will provide technical input on strategies of products consisting of stocks, bonds, ETF and other asset classes, investment strategies for managing collective investment schemes and portfolios across asset classes including equities, fixed income, money market and real estate.
• Will participate in new business developments, presentation and relationship management.
• Will determine investment strategies for clients or account officers in the form of a separately managed account, mutual fund, derivatives or some types of collective vehicles.
• Will meet with current or prospective clients to explain investment strategies, and to obtain background data on personal finances.

Qualifications and Requirements

• BSc in Relevant discipline,
• Preferable with a post graduate degree.
• CFA, CIS qualifications will be useful.
• Minimum of 10 years experience.