Primary Portfolio Manager, Senior Equity Analyst at ARM Hold Co.

Job Summary

• The ideal candidate should be able to conduct fundamental and technical analysis of securities as well as establish valuations on security, sector and broad market levels.
• He/she will also make investment recommendations on expected sectors and securities to outperform following a detailed global, regional and domestic macroeconomic research.

Principal Duties and Responsibilities

• Build quarterly equity model portfolio and regularly develop investment strategies based capital market expectations as well as current trends/themes.
• Assist the Head, IM in implementing recommended investment ideas and seek best execution from brokers.
• Tracking portfolio performance & monitoring of implemented strategies.
• Actively participate and contribute to the investment idea generation for other asset classes not under direct coverage.
• Prepare and make regular presentations on the economy, industry trends, portfolio performance and market outlook to Executive Management, Investment Management Committee, Board of Trustees, Staff, etc
• Working closely and supporting Business Development team on client relationships and achieving business strategic objectives.
• Anchor auditing of the Investment Management team by External and Internal Auditors, as well as Regulators.
• Play an important role towards the achievement of any task that may be assigned to the Investment Management Team.
•  Responsible for the career development of assigned Trainees and Analysts

Requirements

• Minimum of Four (4) years’ relevant working experience in Research, Investment Management and Trading (specializing in Equities)
• A First degree in Economics, Accounting or Applied Sciences. Master degree would be an added advantage.
• Qualified Chartered Financial Analyst or a registered student for the CFA exams
• The candidate should have excellent research, modeling, writing, presentation, communication and interpersonal skills. Proficiency in the use of Bloomberg will be essential.