Funds Manager at CredPal

What to Expect

• The Fund Manager is responsible for implementing our investment strategy and managing our portfolio trading activities.
• You will be in charge of the financial and operational management of customer funds, and the establishment of internal controls at the departmental level.

What You’ll Do

• Making informed financial recommendations and decisions on investment management.
• Managing the funds of individuals or establishments using different strategies, with the intention of generating a return on investment (ROI).
• Keeping up-to-date knowledge about the economy, current financial news and financial markets.
• Assessing and interpreting complicated financial information.
• Providing advice and recommendations on the fund management for a customer's financial asset to ensure profitability and better returns.
• Maintenance of customer accounts, suggesting new ideas for investments and keeping customers informed of their investments.
• Planning the investment strategy and making changes after analyzing the market and current situation for making investments.
• Interact with HNIs (High Net Worth Individuals) to know their requirements and make investment plans positioning.
• Portfolio optimization and enhancement through proactive and defensive positioning.
• Other relevant responsibilities.

What You’ll Bring

• B.Sc degree in Management Sciences or related field.
• At least 8 years experience in capital markets.
• Proven work experience as an investment advisor and analyst.
• Basic excel skills.
• Excellent communication skills, capable of building trusting relationships.
• Ability to perform in fast-paced environments.

Benefits

• Competitive salary.
• Medical coverage.
• Our people thrive, they are given opportunities to be creative and innovative in areas of expertise.
• Flexible work schedules (remote friendly) and an open and collaborative team environment.
• Internal opportunities – we believe in growing our own!
• Opportunity to build your career.
• Smart and engaging colleagues who’re invested in your growth.