Head - Portfolio Management at Alan & Grant

Job Summary

The ideal candidate is responsible for driving the Portfolio management unit to ensure optimal portfolio performance, minimal portfolio risk as well as actively generate income for the business.

Key Responsibilities

• Ensure mutual funds returns consistently exceed agreed benchmark.
• Active management of portfolio to generate additional revenue from incentive fee, dividend, margin, leveraged transaction income, trading income etc.
• Ensure full compliance with trust deeds and SEC rules with respect to management of the funds
• Ensure minimal portfolio risk – liquidity risk, interest rate risk, price risk, market risk etc.
• Creation of new products or funds to address growing client’s interest as well as take advantage of market opportunities.
• Management of the team to deliver on clear KPI.

Requirements

• A Bachelor’s degree in Finance or Social Sciences
• Minimum of 10 years post NYSC experience
• ICAN or ACCA certification is an added advantage
• Deep knowledge of investment management, research & analysis and portfolio management workflow components.
• Excellent communication, report writing and presentation skills.
• Strong leadership, interpersonal and people management skills.
• Portfolio management and statistical analysis skills.
• Conversant with various investment strategies, asset classes and themes.
• Ability to think strategically and holistically and to appreciate the systemic impact of various policies, issues and solutions.