Portfolio Manager at First Ally

Job Role 

Provision of leadership and direction required to: Analyse, Recommend and Develop innovative financial solutions to meet clients’ short, medium and long-term investment needs as well as execution of FAAM proprietary transactions and ensuring that these solutions are delivered speedily and professionally.

Reports to

Head, Portfolio Management & Trading

Functions & Responsibilities

• Maintain and manage company relationships i.e. liaising with third parties such as the Custodian, Registrar, Banks and Trustee e.t.c
• Maintenance of compliance filings and records for e, g, K-Y-C documents and other documents.
• Evaluate financial and investment information for the purpose of making buy, sell and hold investment recommendations
• Communicate investment strategy, initiatives, performance, and other appropriate matters to the team and clients.
• Ensure proper execution of operational activities with regards to investing
• Execution of Treasury bills and Eurobond transactions.
• Monitor asset allocation and implement re-balancing actions in accordance with the unit policy.
• Review and monitor investment performances across all FAAM products
• Make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
• Liaising with the custodian and several counterparties for effective settlement of trades, funds transfer and timely payment of coupons.
• Daily upload of HYIS transactions and End of Day Valuation on Symplus
• Implementation of new processes and procedures as may be required by regulations.
• Work cross functionally with distribution, Operations, client Service and other stakeholders to create innovative product solutions/models and build best in class client experience, service and support.
• Regulatory filings, requests and inquiries - review and provide input to all Fund-related regulatory filings, participate in efforts to respond to regulatory requests and inquiries related to the Funds (SEC Returns)
• Ensure the company’s mission, vision and philosophy are pertinent and practiced through the company.
• Making cases and justifications for investment decisions.
• Engage in human capital development by providing training to members when the need arises.
• Provide any other function as may be required from time to time.

Skills/Competence Requirement 

Required knowledge, skills and abilities

•  Excellent product development and management skills 
• Excellent customer relationship development/management
•  Financial Markets Knowledge and Analysis 
• Financial Analysis./Business accountability 
• Credit Risk Management/Credit Analysis 
• Industry Knowledge 
• Legal Statutes & Banking Regulations/Compliance Management 
• Results/Action Orientation 
• Presentation Skills 
• Ability to manage multiple tasks 
• Financial Planning/Budgeting & Forecasting Supervisory Skills 
• People Management 
• Leadership 
• Developing subordinates 
• Conflict management
•  Organization & coordination 
• General managerial / administration Generic Skills 
• Inter-Personal Skills 
• Communication Skills

Professional Requirements

Qualification 

• Bachelor's degree in Finance, Economics, Business Administration, or related field (Master’s degree is a plus).