Portfolio Manager at Alan & Grant

Responsibilities:

• Generating an investment policy statement outlining our clients’ investment objectives
• Staying up to date with relevant investment, trading news, and economic trends.
• Constructing successful investment portfolios informed by market conditions and economic trends. Buying and selling securities in client accounts to maintain a specific investment strategy or to reach an investment objective.
• Perform significant market research to develop portfolios.
• Communicate with clients about their accounts, market conditions and economic trends.
• Manage equity and bond portfolios to maximize investment returns.
• Designing investment packages, managing client expectations and transactions to achieve set objectives.
• Commensurate acceptable levels of risk based on client instructions.
• Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and 
• Meeting with them to discuss their portfolio performance and investment objectives.
• Prospecting for new clients

Requirements

• B.SC Business Administration/Finance/Economics
• Professional certifications such as ACA, ACCA, CFA Should be an added advantage
• 5 - 7 years relevant experience
• Demonstrated understanding of capital markets
• Excellent written and verbal communication skills
• Highly organized and detail oriented.
• Strong analytical skills with high level of attention
• Financial Accounting and Analysis
• Proficient use of accounting software (Info ware, sage300, cloud integra)
• Proficient use of Microsoft office