Job Summary
Responsible for developing and executing investment strategies, managing portfolios, conducting financial analysis, and identifying investment opportunities that optimize returns while maintaining acceptable risk levels.
Key Responsibilities
Develop and implement investment strategies aligned with portfolio objectives and risk appetite.
Conduct financial modelling, valuation, and investment analysis across asset classes.
Monitor portfolio performance and recommend adjustments to improve returns.
Perform market research and economic analysis to guide investment decisions.
Conduct due diligence on equities, fixed income, and alternative investments.
Prepare investment reports, performance updates, and presentations for management and clients.
Participate in investment committee meetings and present investment recommendations.
Ensure investment activities comply with regulatory requirements and internal policies.
Monitor macroeconomic trends, industry developments, and financial markets.
Support business development by providing insights during client engagements.
Key Performance Indicators (KPIs)
Portfolio return relative to the benchmark
Risk-adjusted return metrics
Quality of investment recommendations
Timeliness and accuracy of investment reports
Compliance with regulatory and internal investment guidelines
Qualifications
Bachelor's Degree in Finance, Economics, Accounting, or related field.
MBA or any Master's Degree is Mandatory.
Professional certifications such as CFA, CIS, and CAIA are strongly preferred.
Experience Required:
7 - 10 years of experience in investment management, portfolio management, or financial analysis.
Key Competencies:
Investment strategy development
Financial modelling and valuation
Risk analysis
Decision making and analytical thinking
Stakeholder communication and presentation.