Summary
- The primary job function will entail supporting primary portfolio managers to manage assigned portfolios in line with their investment policies and relevant regulatory frameworks.
- The secondary portfolio manager will rely on research output from internal and external analysts to develop actionable investment ideas.
- This may involve performing fundamental analysis and building proprietary models etcetera.
- He / She will be assigned portfolios to manage in a secondary capacity wherein they will make investment recommendations to the PPM for approval as well as effectively maintaining administrative oversight for the portfolios.
Responsibilities
- Provide client consultation to develop investment objectives
- Provide advice and guidance for investment opportunities to customers
- Create reports on investment performance and activity
- Communicate with clients about their accounts, market conditions and economic trends
- Manage equity and bond portfolios with the aim of maximizing investment returns
- Commensurate acceptable levels of risk based on client instructions
- Handle financial products as required
- Work together with investment research teams to identify investment opportunities
Requirements
- Master’s Degree in Business, Finance, Investment or a related field preferred
- Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment
- Strong understanding of investment strategies and risk management
- Exceptional customer service with a client focus
How To Apply For The Job | Secondary Portfolio Manager at ARM Hold Co.
To submit your application, click on the link below and complete all relevant fields on the online application form.
Closing Date: 28 March 2023