Job Purpose:
Optimally invest client portfolios and report to the clients as per mandate.
Key responsibilities:
Have professional objective insight on current and future economic conditions and industry trends.
Undertake fundamental analysis of investment opportunities across traditional and non- traditional asset classes.
Generate 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 model portfolio construction through asset allocation and security selection decisions.
Construct and rebalance portfolios for optimal investments while considering regulatory, IPS limits.
Knowledge, experience and qualifications required:
Bachelor’s degree in Commerce, Finance, Economics or relevant field.
CFA Finalist.
5 – 8 years experience in fund management with hands on experience in equities, fixed income, offshore and
private equity asset classes.
At least 2 years in a similar position
Member of relevant professional body: ICIFA, CISI, CFA
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