Portfolio Manager at Lotus Beta Analytics Limited

Responsibilities

• Monitor the economy and financial markets and provide guidance for investment decisions.
• Appraise investment opportunities and prepare high quality investment recommendations
• Construct and manage investment portfolios across asset classes in line with mandates
• Perform financial and trading analysis and build valuation models
• Oversee seamless transaction execution and settlement
• Ensure accurate posting of portfolio and transaction data
• Achieve portfolio outperformance of selected benchmarks
• Conduct periodic portfolio appraisals and analysis to aid portfolio optimization
• Prepare and deliver quality strategy and performance reports
• Other related investment management duties.

Education

• Bachelor’s Degree in Finance, Economics, or a related field; a Master’s Degree is preferred
• Professional certification in finance and/or accounting from a recognized professional body is highly valued.

Job Attributes:

• Minimum of three years’ experience in a similar role.
• Experience in managing equities and fixed income is preferred.
• Strong understanding of the macroeconomic environment and capital markets
• Good understanding of trading strategies
• Strong data analysis and financial modeling skills
• Excellent verbal and written communication skills
• Strong presentation skills
• High attention to detail
• Strong ethics and integrity
• Familiarity with non-interest finance principles – added advantage.