Portfolio Manager at PearlMutual Consulting Ltd

Responsiblities

• Actively manage client’s funds which include the debt and equity fund and any other capital financing that may arise.
• Have knowledge of client's (either individual or company's) investment goals and objectives with the ability to determine their risk appetite.
• Monitor macroeconomic (market) activities to ensure that client's investment objectives are achieved.
• Directly manage financial investments and financial activities for our clients.
• Perform market analysis on data and analyse the investment goals of clients to establish funds that balance income with risk management.
• Recognize client's financial and investment challenges and be able to give professional advice to tackle such financial issues.
• Responsible for monitoring daily our companies fund performance.
• Communicating clearly with clients about their financial and investments decision.
• Documenting financial reports and disclosure when necessary  
• Be up to date about financial laws and regulations to protect client’s investments and funds.
• Keep the company updated on trends related to the company's industry.

Minimum requirements.

• B.Sc in any Finance, Economics or any related field
• 3-5 years of working experience in any related areas.
• Strong communication skills especially excellent editing and writing skills.
• Ability to work well independently and collaboratively.
• Experience with Microsoft excel and any other software necessary to complete tasks.
• Have great interpersonal and administrative skills.  
• Good knowledge of graphic and narrative techniques for data presentation.
• Certification in financial analysis is an added advantage.
• Be able to build a strong professional network with clients. 
• Female candidates are implored to apply.