Manager, Asset & Portfolio Management

Key Responsibilities

Portfolio Management and Investment Strategy

• Develop and implement investment strategies for assigned mutual funds in line with approved investment objectives and mandates.
  
• Make investment and disinvestment decisions within approved limits and delegated authority.
  
• Construct and maintain diversified portfolios based on the funds investment strategy and risk profile.
  
• Monitor portfolio composition asset allocation liquidity concentration and risk exposures.
  
• Review and balance portfolios when necessary based on market conditions fund objectives and investment strategy.
  
• Ensure that portfolios are managed in accordance with approved investment policies and guidelines.
  
• Identify opportunities to enhance portfolio performance and improve risk-adjusted returns.
  

Portfolio Performance and Risk Management

• Monitor and evaluate the performance of assigned mutual funds against approved benchmarks and investment objectives.
  
• Conduct performance attribution and identify factors contributing to portfolio performance.
  
• Monitor portfolio risk including market liquidity concentration credit interest rate and foreign exchange risks as applicable.
  
• Take appropriate action to manage identified risks within approved parameters.
  
• Ensure that portfolios remain within approved investment limits and regulatory requirements.
  
• Escalate significant portfolio risks breaches and performance concerns to management promptly.
  

Business Development and Fund Growth

• Support initiatives aimed at increasing assets under management (AUM).
  
• Work with the Sales and Business Development teams to identify opportunities to attract new investors.
  
• Provide investment insights and product information to support client acquisition and retention.
  
• Contribute to the development and enhancement of mutual fund products and investment solutions.
  
• Monitor competitor funds and market offerings to identify opportunities for product improvement.
  

Fund Operations and Compliance

• Ensure timely and accurate execution of investment transactions.
  
• Work closely with the Research Finance Compliance and other relevant teams to ensure smooth fund administration.
  
• Ensure all investment transactions are properly documented and authorized.
  
• Monitor compliance with applicable laws regulations fund mandates investment guidelines and internal policies.
  
• Support the preparation and review of fund valuations where applicable.
  
• Ensure that portfolio records and investment documentation are complete and accurate.
  
• Assist with regulatory and statutory reporting requirements.
  

Reporting and Stakeholder Management

• Prepare regular portfolio performance reports for management and relevant committees.
  
• Present portfolio performance strategy risks and outlook to management and investment committees.
  
• Provide relevant investment information to the Sales Business Development and Client Relationship teams.
  
• Support investor meetings and presentations where required.
  
• Respond to investment-related queries from internal and external stakeholders.
  

Qualifications and Experience

• Bachelors degree in Finance Economics Accounting Investment Management Business Administration or a related discipline.
  
• Professional qualification such as CFA ACCA CIMA or other relevant investment/finance qualification is an advantage.
  

Investment Advisers License by SEC is required.

• At least 35 years relevant experience in portfolio management asset management investment management research treasury or a related financial services environment.
  
• Experience managing mutual funds collective investment schemes pension funds or institutional portfolios will be an advantage.
  
• Demonstrable knowledge of investment analysis and portfolio construction.
  

Technical Competencies

• Strong knowledge of portfolio management and investment principles.
  
• Good understanding of mutual funds and collective investment schemes.
  
• Strong knowledge of asset allocation diversification portfolio construction and balancing.
  
• Strong understanding of fixed income and equity markets.
  
• Knowledge of portfolio performance measurement and bench marking.
  
• Understanding of investment risk management techniques.
  
• Strong financial modelling and quantitative analysis skills.
  
• Proficiency in Microsoft Excel and relevant investment/portfolio management systems.
  
• Good knowledge of applicable securities and investment management regulations.