Posted By
Posted in
Banking & Finance
Job Code
1286521
Job specification: Has three parts in it. Hence, we need a very mature and evolved candidate in way of experience and emotional maturity.
1. Portfolio management:
- Core Portfolio management: Working on Strategic asset allocation framework to allocate capital between various asset classes for client accounts.
- Researching: stocks, bonds, commodities and various traditional and non-traditional asset classes. Assisted by analysts in this function.
- Trading: giving instructions on trades and managing best execution. Assisted by analyst in this function.
2. Client requests:
- Client management: talking to clients and their investment teams on queries and regular investment calls.
- Investment notes: Writing monthly investment notes for clients updating for change in investment positions and market updates.
3. Managing operations:
- Accountable for existing PMS (Portfolio management system): in capturing client information correctly and making sure client folios up to date and accurate. Will be assisted by dedicated staff for this function.
- External vendor engagement: Engagement with external vendors such as Banks, regulators and platform providers. Will be assisted by a team for this function.
- Management of the operations team: Managing a team of 6 analysts (2 in front office and 4 in the back office), mentoring and managing them to be a high performance team. Also to be involved in recruitment as team expands.
Years of experience : 10 years plus in Investment Management/Investment banks etc (Research, Portfolio Management or Product Specialist)
Qualifications : Bachelors and Masters in STEME (Science/Tech/Engineering/Maths/Economics), Professional qualification CA/CFA/Masters in Finance/MBA
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Posted By
Posted in
Banking & Finance
Job Code
1286521