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.