Portfolio Manager at Alan & Grant

Industry: Financial Services

Purpose of the Job

• The Portfolio Manager is responsible for investing in medium-long-term investments for our clients’ to achieve long-term growth, capital appreciation and current income from a well-diversified portfolio.
• The portfolio manager constantly seeks to outperform the index.

Duties and Responsibilities

• Generate investment guidelines specific to client risk tolerances and goals
• Responsible for strategic asset allocation for the clients’ in line with their objectives and constraints.
• Champion the firm’s portfolio rebalancing software and investment models
• Responsible for driving at least 50% sales of the mutual funds in addition to cross-selling group products
• Responsible for the investment management unit and training of younger colleagues
• Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis
• Ensure proactive customer service by keeping our clients’ up to date on any important changes to their account on an ongoing basis
• Ensure that our fee structure is competitive and transparent
• Actively participate in investment committee and manage projects spin-off from the investment committee
• Complete special projects as needed
• Educate Business Managers and team members on the product and the target market for the product
• Provide Support to Business Unit Heads by attending meetings and giving presentations for prospective clients

Requirements

• Strong numerical and analytical skills
• Self-motivated, confident, detail-oriented, and analytical
• Bachelor's Degree in Social Sciences from a university
• CFA designation and/or five years of portfolio management experience
• Minimum of 5-7 year's industry experience
• Proficiency in Microsoft Word, Excel, PowerPoint
• Experience with High Net Worth and clients and appropriate investment strategies
• Excellent written and oral communication skills
• Excellent use of Microsoft Office Applications.