KEY PERFORMANCE AREAS

1.             Strategic Alignment:

·         Provide strategic leadership and vision by coordinating the efforts of the portfolio management team in achieving consistent superior risk adjusted returns for all portfolios;

·         Drive a unified investment philosophy and strategy across portfolios while fostering a culture of teamwork and shared accountability

·         Develop, maintain and implement the Investment philosophy

·         Designing and implementing investment processes to create superior investment returns for portfolios exceeding portfolio benchmarks.

·         Continuously monitor and compare performance against benchmarks;

·         Manages resources and ensure alignment to culture in order to achieve the goal of becoming one of the best investment managers with top investment performance and excellent client service;

·         Develop the portfolio management team in analyzing portfolios and securities and developing ideas and insights to improve the quality of portfolios construction. 

·         Monitor pricing and reporting on portfolios

·         Review and analyze credit applications to credit committee. 

·         Implement alignment of portfolios and mandates

·         Remain cognizant of current events at all times and interpret how they might affect the relevant portfolios.

·         Initiate a range of transactions for all portfolios and mandates.

·         Monitor compliance with various funds

·         Ensure portfolios are managed in line with the investment philosophy

·         Generate creative and constructive ideas to enhanced portfolio performance

·         Ensure portfolios are in line with the current House view.

·         For fills fiduciary responsibilities and authorized trading limits.

·         Assisting in formulating CAM House view;

·         Seek and Identify investment opportunities and trading strategies that are in line with the applicable risk appetite.

·         Assessment of and manage cash flow requirements of portfolios.

·         Monitor performances and reporting on portfolios

·         Calculate various risk statistics

·         Identify and analyze the areas of potential liquidity, market and credit risk

·         Implement alignment of portfolios

·         Manage withholding tax requirements of portfolios

·         Maintain up to date knowledge of regulatory changes, ensure compliance to all regulatory requirements.

·         Apply AI-assisted scenario modeling to anticipate the impact of market developments on portfolios.

·         Employ AI insights to enhance decision-making processes, ensuring optimal portfolio alignment with client mandates and the CAM house view.

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2.             Research

·         Conduct statistical and qualitative analysis and research;

·         Financial Modeling and construction and maintenance of model portfolios;

·         Conduct  research covering all major asset classes

·         Conduct specific security research where required

·         Monitor developments in securities markets

·         Monitor economic developments locally, regionally and internationally

·         Monitor and investigate various market scenarios and anomalies

·         Investigate liquidity, credit and counterparty risks of various investments

·         Investigate suitability and alternatives for portfolios

·         Forecasting and monitoring market trends

·         Facilitate open communication to resolve any differences in viewpoints constructively. 

3.             General

·         Provision of information to Service provider

·         Support of Investor Services sales efforts

·         Assist in any project/tasks provided by portfolio managers or CIO.

·         Prepare and analyze asset allocation meeting data provision and analysis of the data.

·         Develop and oversee the implementation of the asset management system(s), including procedures and processes;

·         Manage settlement risk

·         Adherence to dealing policy

·         Ensure correct pricing of all securities and portfolios;

·         Ensure cost reduction of trading

·         Serve as a co-leader for the portfolio management team, providing unified guidance to junior managers and analysts.

·         Encourage a culture of transparency, shared learning, and collaborative problem-solving within the investment team.

·         Encourage and enable feedback from team members on the effectiveness of collaboration and leadership.

·         Encourage the adoption of AI tools within the team, ensuring everyone is trained to use them effectively while fostering a culture of human oversight and critical thinking.

4.             Other

·         Ensure the required risk parameters, reviews, compliance and monitoring processes are in place to maintain quality portfolios and provide for prudent investment decision making;

·         Analyze and report on outcomes of risk analysis

·         Build a culture of organizational excellence by providing strategic leadership and vision to colleagues;

·         Promote opportunities for professional growth, development and effective succession planning;

·         Ensure that working environment contributes to improving staff morale and increased productivity. Actively promote teamwork in company and department

·         Assist sales teams when required

·         Ensure correctness, timeliness of all communication including client reporting, media feeds and other data users

·         Get first-hand customer information and uses it for improvements in products and services;

·         Acts with customers in mind;

·         Provide advice and guidance to Wealth Managers in the sale of products and services.

·         Attend Feedback presentations and Due diligences

·         Jointly represent the portfolio management team in client meetings, ensuring consistent messaging and unified strategic insights.

·         Collaborate to address client concerns and implement feedback into portfolio strategies.