KEY PERFORMANCE AREAS

  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.

   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. 

  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.

 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.
• Participate in shared decision-making processes, ensuring both perspectives are integrated for optimal outcomes.

Competencies Required

• Positive attitude towards system and system changes
• High mathematical abilities and attention to detail
• High level of personal resilience
• Independent and innovative thinking
•  Responsible and trustworthy
• Work well under pressure
• Able to meet deadlines and drive to exceed expectations
• Integrity, honesty, sincerity, accountability

EXPERIENCE/KNOWLEDGE & SKILLS

·       Computer literate (Word, Excel, PowerPoint, AI)

·       Experience with Bloomberg/Reuters/I-Net will be an advantage

·       Excellent oral and written communication skills

·       Professional image and grooming

·       Self-confidence

·       Problem solving skills

·       Excellent listening skills

·       Planning and organizing skills

·       Experience in the Asset Management industry will be an advantage

EDUCATIONAL REQUIREMENTS

·       University Degree preferably in Banking, Economics, Statistics or Investment Management

·       Post-graduate qualification

·       Additional qualifications would be advantages, CFA or similar

·       10 Years Experience

·       A proven track record of successful investment with substantial knowledge of portfolio management