Senior Portfolio Manager at Lotus Capital Limited

Key Roles & Responsibilities

• Develop and implement investment strategies in line with portfolio objectives and expectations
• Construct and manage investment portfolios across asset classes (including equities & fixed income assets) in line with mandates
• Appraise investment opportunities and prepare high quality investment proposals
• Oversee seamless transaction execution and settlement
• Manage portfolio risk effectively
• Achieve portfolio out performance of selected benchmarks
• Effective revenue generation to achieve annual targets
• Prepare and deliver quality performance reports
• Prepare and deliver periodic management reports
• Maintain professional relationships with existing and potential clients, financial institutions, and other stakeholders to support investment products
• Communicate with stakeholders on market conditions and economic trends
• Other related investment management duties.

Education

• Master's Degree in Economics, Finance or a related discipline
• Passed CFA level 2 exam – minimum requirement.

Job Attributes:

• Minimum of 7 years’ experience in managing investment portfolios across asset classes
• Excellent investment performance track record and revenue generating skills
• Excellent trade origination and execution skills
• Excellent understanding of the global and domestic macroeconomic environment, capital markets and securities regulations
• Excellent understanding of investment strategies and risk management
• Strong analytical and financial modeling skills
• Strong product development skills
• Excellent verbal and written communication skills
• Strong numeracy and presentation skills
• High attention to detail
• Strong ethics and integrity
• Familiarity with non-interest finance principles - added advantage.