Job Purpose
Manage client portfolios as per mandate.
Key responsibilities
Maintain a perspective on current and future economic conditions and industry trends
Assess potential investment opportunities across traditional and non- traditional asset classes
Assist in generating ad hoc reports as necessary for presentations to internal and external stakeholders
Attend and present at clients’ board of trustee and annual general meetings actively contribute towards coming up with superior asset allocation and security selection decisions.
Construct and rebalance portfolios
Support AMC UG as per the hub and spoke model
Delegated Authority: As per the approved Delegated Authority Matrix
Perform any other duties as may be assigned from time to time.
Key Performance Measures
As described in your Personal Score Card
Knowledge, experience, and qualifications Required
Bachelor’s degree in Commerce, Finance, Economics or related field
6-8 years’ experience in financial markets with hands-on exposure to equities, interest-bearing assets, property, and private equity, 3 of which must be in a supervisory capacity
CFA Finalist
Member of a relevant professional body
Apply via :
britam.taleo.net
Leave a Reply