Head, Investments at Phillips Consulting

Roles and Responsibilities

• Establish strategies towards the constructions of fund portfolio in line with standard portfolio management techniques.
• Daily management of the portfolio in line with stated objectives and in compliance with the portfolio policy statement.
• Manage relationships with third party service providers.
• Preparation of relevant monthly, quarterly and annual reports for clients, regulators and internal use.
• Manage relationships with clients, pension fund custodians and regulators.

Key Skills and Competencies

• Excellent presentation skills
• Able to communicate at Board Level comfortably
• Disciplined
• Organised
• Administration and management of pension fund portfolio
• Highly analytical
• Data Analyst
• High degree of empathy

Educational qualifications and experience

• A first degree in finance, Business or any related discipline
• A masters degree may be an added advantage
• Minimum of 10years post qualification experience of which 8 years must have been in the financial sector and 4 years in top/senior management position.