Senior Portfolio Manager at Purple Star Consulting Limited

Job Summary

• 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 providing first-level data analysis, documentation of information and general support to the Head, Investments.

Responsibilities

Strategic

• Provide input in the development of a comprehensive strategic plan for the unit, emphasizing business development and marketing needs to ensure consistent growth in the number and quality of individuals and businesses captured.
• Provide input in the development of investment strategy/policy or business plan and implement same to ensure compliance.
• Provide input in the development of policies, standard operating procedures (SOPs), procedural manuals, work plans and other support systems in managing the Investment Division to achieve targeted objectives.
• Manage client relationships to ensure market growth and to meet and sustain the unit’s projected revenue target.
• Assisting the Head, Investments in implementing the following objectives:
  • Structuring the company’s wealth management unique product/service offerings
  • Brand Awareness for the company and its products
  • Use of technology to drive sales and develop investment management products/financial planning solutions.
  • GIPs Compliance
  • Internal Product Knowledge

Portfolio Management

• Development of client investment proposition, from building suitable portfolios and responding to client needs to developing existing propositions.
• Gather data to assist in client profile review and segmentation to meet and sustain the unit’s projected revenue target.
• Prepare Investment analysis/proposal and investment risk analysis for Head, Investment review, towards presenting at the Investment Strategy Committee
• Implement decisions of the Investment Strategy Committee
• Actively manage equities and fixed-income investment portfolio
• Implementation of the procedural manual for the company’s investment management activities
• Liaise with Research to ensure that the research needs/inputs to actualize investment management objectives are determined and delivered on a timely basis.
• Assist with reviewing and recommending appropriate benchmarks for achieving performance.
• Closely monitor investment portfolio performance in order to achieve the portfolio investment objectives.
• Achieving portfolio outperformance of set benchmarks set

Relationship Management

• Maintain professional relationships with existing and potential clients, financial institutions, and other stakeholders to support investment products.

 Information & Reporting

• Ensure timely and accurate reporting with all relevant regulators and liaise with relevant departments to ensure filings are made.
• Responsible for the maintenance and update of a comprehensive database on all investments to ensure accurate and timely investment reporting to management and clients.
• Ensure timely, reliable and accurate reporting on all investment management accounts/activities.

Others

• Leading, mentoring Portfolio Managers and others in the investment team and distributing workload and delegating assignments to junior team members.
• Perform any other responsibility as assigned by the Head, Investments.

Person Specification:

• First degree in Finance or Accounting or any business-related course
• 7 – 9 years experience with at least 3 years in a senior officer position.
• MBA or relevant MSc will be an added advantage.
• CFA or ACCA required.

Required Competencies

• Business & Finance Acumen
• Strategy Formulation
• Excellent communication, presentation and report-writing skills.
• Customer Orientation
• Industry Knowledge
• Leadership and Managerial skills
• Work Planning
• Teamwork and Collaboration
• Innovation & Creativity
• Integrity
• Excellent analytical and strong problem-solving skills.
• Good negotiation, persuasion, and conflict management skills.