Investment Officer at LEAD Enterprise Support Company Limited

An Investment company is looking for a well-organized and analytical Investment officer (IO) to manage the company’s investment portfolio. The IO will identify business opportunities; secure investments that promote the financial interests of the organization; provide insight and direction; lead investment teams; complete all fund transactions and effectively maintain portfolio developments.

The successful candidate must possess a sound understanding of all investment policies and guidelines, demonstrate excellent communication skills (written and verbal) and maintain a strong professional work ethic. Main accountabilities and Job responsibilities are as outlined below.

Main Accountabilities:

• Create effective and efficient Investment Processes
• Make Investment Recommendations
• Allocate Assets
• Secure Third-Party Services
• Build Teams

Job Responsibilities:

Operations

• Establish effective and well-organized investment processes.
• Lead the investment strategy unit within the company.
• Manage investments for the company and its investee companies
• Provide expert knowledge on all investment and financial activities for projects, and manage project portfolio
• Write clear and well-informed investment recommendations based on thorough research and analysis.

• Analyze all client requirements and determine appropriate investment strategies for the organization

• Review quarterly financial statements and remain up-to-date with any important valuation or policy changes.
• Perform regular administration duties for all investment files.

• Provide an interface with Investment Committee and recommend new changes to existing investment policies and submit to management for approval.
• Hire and train all employees in investment activities, evaluate performance and resolve all issues within the investment team.
• Achieve annual investment targets

Reporting

• Organize regular investment portfolio reports and performance reviews, including quantitative and qualitative portfolio studies, and prepare a required report for management in accordance with company policies.

• Prepare and submit all client reports to clients and management as per requirement.

• Prepare weekly, monthly and annual reports for management as required.

Business Development

• Build new client relationships and help manage and uphold current client relationships.

• Develop and maintain knowledge on all market securities plans and manage all portfolio management products.

Requirements/Core Skills:

• A degree in finance or a relevant field from an accredited institution.
• Certification as a Chartered Financial Analyst (CFA) will be an added advantage
• A minimum of 5-8 years related work experience.
• A minimum of 3 to 4 years in a leadership/supervisory role with strong experience leading, supervising and motivating a team of investment professionals.
• Strategic thinker and proficient in decision-making.
• Strong knowledge of return generation strategies
• Strong knowledge of all asset classes
• Strong knowledge of various investment products
• Excellent verbal and written communication
• Excellent leadership skills
• Ability to juggle multiple projects
• Ability to communicate effectively and in a professional manner.

Reporting Line: This position reports to the MD/CEO