Portfolio Manager at Alan & Grant

Industry: Financial Services

Job Summary

• The Portfolio Manager handles investing in Short & Medium-Long term investments for our clients' in order to achieve set objectives.
• In addition, the Portfolio Manager will support the investment management function of the company, contributing to the formulation of investment strategies that adds value, product development and process improvement.

Duties & Responsibilities

• Responsible for strategic asset allocation and portfolio diversification for clients and company.
• Deliver strong returns on portfolios managed within portfolio guidelines, risk limits and regulations.
• Research and analyze investment opportunities and consider market conditions and economic trends to select the best assets for proactive investing.
• Ensure investment decisions and portfolios are managed in line with their governing documentation, internal policies, and relevant regulations.
• Maintain and update inventory records of Securities with valuations where necessary.
• Monitor portfolio performance against set benchmarks/targets in a bid to outperform set benchmarks.

Requirements

• B.Sc in Accounting, Economics, Finance or any other discipline.
• CFA Charter holder or level 2 candidate/ MBA or master’s in finance.
• Minimum of five (5) years’ experience in portfolio management required.