Portfolio Manager at Dunn & Braxton

Key Responsibilities

• Drive optimal performance of assigned client portfolios.
• Support fixed income trading desk operations.
• Conduct due diligence and valuation of investment proposals.
• Advise Client Advisors on client profiling and asset allocation strategies.
• Monitor client portfolio performance daily, recommending adjustments and providing quarterly reports.
• Produce and present regular reports for executive decision-making.
• Maintain capital market expertise to guide Client Advisors.
• Collaborate with Research on market analysis and investment recommendations.
• Construct investment portfolios based on asset allocation and sector insights.
• Analyze markets and research to inform portfolio development.
• Implement strategies for superior investment returns.
• Present to high-net-worth and institutional clients.
• Develop client-specific Investment Policy Statements.
• Manage client relationships to align portfolios with policy updates.
• Meet with high-net-worth clients to review policies, markets, and portfolio performance.
• Coordinate with Client Service Officers on client objectives.
• Evaluate holdings for alignment, potential, and diversification.
• Analyze diverse asset classes to inform management recommendations.
• Monitor financial markets daily for trading opportunities.
• Provide advanced analysis to enhance portfolio results.
• Utilize fundamental and basic analysis for investment insights.
• Develop complex financial models for various asset valuations.
• Perform data mining and database management for research and portfolio management.
• Generate variance reports and rebalance portfolios.
• Apply interpersonal and analytical skills in portfolio assignments and new product development.
• Ensure client feedback is addressed and requests are fulfilled.
• Prepare and distribute portfolio performance reports to clients/investors.

Requirements

• Good first degree in Finance or a related discipline (e.g., Accounting, Business Administration, Economics).
• At least 4-8 years' experience in asset management, investment analysis, advisory, research, and/or product development within a financial services company.
• A relevant postgraduate degree, MBA, or professional qualification (e.g., CFA, Portfolio Management) is desirable.
• Good knowledge of the Financial Services industry – Equities, Fixed Income securities, Foreign Exchange market, Commodities market, property market – and an appreciation of its operations and peculiarities.
• Excellent knowledge of local and international capital market regulations/laws.
• Excellent communication, interpersonal, and networking skills.
• Good presentation and negotiation skills.
• Good problem analysis and problem-solving skills.
• Business and financial acumen.
• Strong analytical skills.
• Team player qualities.
• Problem identification and resolution skills.
• Good time management skills.
• Strong accounting skills.
• Significant knowledge of IT-based systems.

Key Performance Indicators

• Ability to meet set client targets.
• Performance of funds under management.
• Fast turnaround time for processing and execution of client requests and mandates.
• Adherence to the set schedule for investment committee meetings.
• Quality of documentation for investment committee meetings.
• Quality and accuracy of reports produced.
• Client retention rate.
• Client satisfaction rate.
• Client referral rate.
• Quality and longevity of new products introduced.
• Level of assistance provided to Wealth Advisory.
• Error/Compliance rate on internal control investigations.