Senior Portfolio Manager - Equities at Pensions Alliance Limited (PAL Pensions)

Job Summary

• The Portfolio Manager is responsible for the strategic and tactical management of all investment funds managed by the Company.
• The portfolio manager is expected to develop strategic and tactical asset allocation strategies in line with stated investment objectives of our various funds and consistently apply a disciplined risk management framework.
• Investment Management and Trading (specializing in Equities).

Responsibilities

• Oversee the daily management of the fund portfolios consistent with their respective investment objectives
• Make investment decisions and optimize structure of all portfolios to achieve target returns and minimize risk and volatility
• Identify, develop and implement new investment opportunities and trading ideas across asset classes
• Explore, develop and implement equity and fixed income trading strategies to effectively hedge and optimize portfolio returns
• Monitor capital market developments and conduct investment related research in order to develop and support investment thesis
• Perform due diligence and exploratory analysis/research in emerging asset classes (Real Estate, Private Equity, Infrastructure etc.)
• Develop financial and quantitative models to measure investment decisions including relative value analysis, risk analysis and performance measurement
• Collaborate with relevant business units to support strategic initiatives; fund pricing, evaluating new transactions, company capital and reserve management etc.
• Support the Head, Investment Management in developing research material and database for industry advocacy work and presentations to external parties

Requirements

• A minimum of second class (Honours) lower division in Economics, Finance, or Business related discipline
• Minimum of Eight (8) years’ relevant working experience in Research, Investment Management and Trading (specializing in Equities)
• Qualified Chartered Financial Analyst or a registered student for the CFA exams
• Proficiency in the use of Bloomberg is essential.
• Strong quantitative, analytical and modeling skills
• Effective communicator, coordinator and thought-partner; comfortable and effective partnering with senior level executive team and external parties with experience presenting market commentary, investment ideas and results
• Open-minded, innovative, and strategic thinker
• Competence and ability to assume leadership of the department in the absence of the head