Senior Portfolio Manager at ARM Hold Co.

Job Purpose

• To manage allocated portfolios (Mutual Funds, Institutional portfolios and private clients) in line with the agreed benchmark, risk preference, and generates appropriate risk premium.

Core Responsibilities and Key Result Areas:

• Manage Equity and fixed income portfolios, focusing on offshore assets, with the mandate of delivering competitive returns that outperform relevant benchmarks and industry peers.
• Working with the head of Investment Management to develop an appropriate investment strategy.
• Collaborating with the head of investment and other team members to develop investible products that will increase asset under management
• Providing support for the relationship managers in their sales and relationship management efforts
• Providing unparallel service to internal and external Clients
• Ensuring periodic portfolio reports are prepared timely and meet the set standard
• Presenting regular reports to Institutional Clients
• Monitor and manage portfolio risk
• Supervise work of junior colleagues
• Keep abreast of key industry developments including regulatory charges

Objectives and Key Results:

• Portfolio returns outperforming relevant benchmarks and industry peers
• Portfolio is invested in line with internal policies and agreed on SLAs
• Keeping portfolio risk within acceptable risk limits
• Coordinating direct reports and ensuring that clients’ instructions are treated within the agreed TAT
• Positive feedback from internal and external clients

Knowledge Requirements:

• Macroeconomic Analysis
• Financial Modelling
• Relationship Management
• Securities Selection - SSP010

Educational Requirements

• First degree in Economics, Finance, Accounting or Engineering
• Professional Requirements
• CFA Charter holder or level 3 candidate/ MBA or master’s in finance

Experience Requirements:

• Minimum of  eight (8) years’ experience in equity, fixed income and macroeconomic research. Past securities selection and portfolio management experience required.

Skill Requirements:

• Financial markets analysis
• Financial modelling
• Attention to detail (Excellence)
• Continuous Learning
• Drive for Results (Efficiency)
• Customer Focus