Portfolio Manager at Anchoria Investment and Securities Limited

Purpose of the Job

• The Portfolio Manager is responsible for investing in medium-long term investments for our clients’ to achieve long term growth, capital appreciation and current income from a well diversified portfolio
• The Portfolio Manager constantly seeks to outperform the Index.

Key Responsibilities
Clients:

• Generate investment guidelines specific to client risk tolerances and goals
• Responsible for strategic asset allocation for the clients’ in line with their objectives and constraints.
• Champion the firm’s portfolio rebalancing software and investment models
• Responsible for driving at least 50% sales of the mutual funds in addition to cross selling group products
• Responsible for the investment management unit and training of younger colleagues
• Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis
• Ensure pro active customer service by keeping our clients’ up to date on any important changes to their account on an ongoing basis
• Ensure that our fee structure is competitive and transparent
• Actively participate in investment committee and manage projects spin off from the investment committee
• Complete Special projects as needed.

Business Units:

• Educate Business Managers and team members on the product and the target market for the product
• Provide Support to Business Unit Heads by attending meetings and giving presentations for prospective clients’

Qualifications

• Bachelor's Degree in Social Sciences from a university
• CFA designation and / or five years of portfolio management experience
• 5-7 years industry experience
• Proficiency in Microsoft Word, Excel, PowerPoint
• Experience with High Net Worth and clients and appropriate investment strategies.

Desired Skills and Experience:

• Excellent written and oral communication skills
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
• Ability to multi‐task and manage time effectively
• Strong numerical and analytical skills
• Excellent use of Microsoft Office Applications
• Willingness to take on additional operational responsibilities as needed
• Self‐motivated, confident, detail‐oriented, and analytical.

Salary and Benefits

• Pay / benefits are competitive based on industry standards
• Bonus eligible
• Health Medical Insurance and pension.