Senior Portfolio Manager at First Excelsia

Industry: Investment Banking

Our client, a leading Investment Bank is seeking to fill the role of a Senior Portfolio Manager.

In this role, the suitable candidate will be responsible for managing portfolios in line with set objectives and assisting with developing and implementing strategies to grow the company’s portfolio as well as provide first level data analysis, documentation of information and general support to the Head, Fund Managers.

Your ability to be successful in this role will require having a strong Business & Finance acumen, knowledge of Stock & Equities Trading, Data gathering & technical analysis, work planning & integrity, customer orientation, oral & written communication, innovative & Creativity as well as, Perseverance & Tenacity.

Job Description:

• Actively manage equities and fixed income investment portfolio
• Formulate and implement investment policy, strategy and asset allocation.
• Construct successful investment portfolios informed by market conditions, and economic trends.
• Closely monitor investment portfolio performance in order to achieve the portfolio investment objectives.
• Create and manage client relationship to ensure market growth and to meet and sustain the unit’s projected revenue target.
• Prepare Investment proposal and investment risk analysis
• Ensure timely, reliable and accurate reporting on all investment
• Achieving portfolio outperformance of benchmarks set
• Perform any other responsibility as assigned by Head, Fund Managers management accounts/activities.

Person Specification:

• 5 -8 years’ experience in Portfolio Management.
• First degree in Accounting, Finance or Economics from a recognized institution.
• An MBA or relevant MSc will be an added advantage.
• CFA, ACCA certification required.

Method of Application:

Kindy apply by sending yur CV to careersmart@firstexcelsia.com Using "Senior Portfolio Manager" as subject of the mail