Fund Manager at AT&A Investment Limited

Job Summary

• The Fund Manager provides financial advice and services to private and corporate clients of AT&A Asset Management Limited about a range of investment matters, including buying and selling investment trusts and shares or bonds, to help these clients invest their money in the best places.

Roles
He / She:

• Will make decisions about financial and investment opportunities on behalf of clients; buy shares and bonds on behalf of clients, and invest in property and other things, in an attempt to make as much money for the client as possible
• Drive product creation to suit client / investor appetite.
• Meet with investors to discuss investment opportunities and strategies
• Create, organize and manage client portfolios
• Will analyze financial data and liaise directly with investment analysts to make informed decisions for our clients
• Effectively manage client assets according to their investment preferences.
• Strategically plan and direct operations of the portfolio management business; lead and manage the portfolio investment team.
• Will ensure that prospectuses and other documents are completed, filed and distributed as regulations require.
• Must also ensure their funds operate in accordance with regulations outlined by authorities, such as the Securities and Exchange Commission
• Keep knowledge up-to-date about the economy, current financial news and financial markets
• Attend industry events; develop relationships with clients and expand client network in professional and social settings;
• Liaise with external parties including regulatory agencies and also liaise with internal stakeholders.
• Employ risk management techniques to assess investments and ensure asset portfolios are sufficiently diversified
• Use complex financial models to project future earning and profit potential and uses this data to inform decisions and proposals
• Is responsible for coaching and development of individual portfolio investment team members

Educational Requirements

• Candidate must have a 2.1 degree in any subject, though business studies, management, statistics, finance, mathematics, accounting or economics can be helpful, as can an MBA or similar professional qualification.

Knowledge:

• Knowledgeable about financial products available to corporate and individual clients, including bonds, stocks, investments, and trusts
• Must be able to assess and interpret complicated financial information

Experience Requirements:

• He / She must have handled investment analyst roles before becoming a Fund Manager; must be SEC sponsored and have significant track records as a Fund Manager.

Skills:

• Confidence
• Determination
• Self-motivation
• Strong time management skills
• Ability to work effectively under pressure
• Good numerical and IT skills
• Analytical and problem-solving skills
• Team work
• Keen interest in and understanding of financial markets
• Communication skills.

Key Competencies:

• Decision Making
• Strong interpersonal skills
• Verbal and Written Communication Skills,
• Attention to Detail
• Multitasking
• Ability to work under pressure