Portfolio Manager at First Excelsia

Our client is a leading investment management firm with a strong track record of performance, providing its clients with investment solutions. As a Portfolio Manager, you will be responsible for managing portfolios in line with set objectives and assisting with implementing strategies to grow the company's Assets under management. You will also provide general support to the Head, Investments.

Job Responsibilities

• Manage portfolios in line with set objectives and risk tolerances.
• Development and review of client investment propositions.
• Maintain new and existing client relationships.
• Construct successful investment portfolios informed by market conditions, economic trends, and client investment objectives.
• Preparation of Investment proposals and investment risk analysis.
• Liaise with team members to ensure that the research needs/inputs to actualize investment management objectives are delivered on a timely basis.
• Ensure timely, reliable, and accurate reporting on all investment and Fund accounts/activities.
• Evaluate the performance of investment portfolios and ensure compliance with standards provided by regulators including conforming with anti-money laundering requirements.
• Process client Subscription/Deposits and Redemptions/withdrawals promptly.
• Ensure all regulatory reports are filed in a timely manner.
• Stay up to date with relevant investment and trading news and economic trends.

Person Specification

• A minimum of a bachelor’s degree in relevant disciplines. Possession of CFA, ACCA qualification required.
• Minimum of 4 years of relevant experience in a similar role within the same industry.
• MBA or relevant MSc will be an added advantage.
• Excellent written and oral communication skills
• Impeccable interpersonal skills
• Excellent presentation skills
• Hands-on in making Pitch books, Information Memorandum, and Financial Projections.
• Ability to multitask and work independently as well as collaboratively within a team environment.
• Excellent attention to detail.
• Highly collaborative and thrives well in a fast-paced work environment.
• In-depth knowledge of the industry’s standards and regulations
• Excellent business acumen