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Senior Portfolio Manager

Date Posted
29th September 2016
Banking & Financial Services
Job Type
Not Disclosed

Job Summary

This position reports to the Head of the Bermuda Private Client Team, and is responsible for managing a selection of client portfolios and relationships.

Job Description

The incumbent will also be responsible for assisting in the development of the local investment offering and development of new business.

Your responsibilities will include:

  • managing a book of high-net-worth clients by understanding their financial needs, their risk tolerance, and investment time horizon and by creating an appropriate investment mandate 
  • structuring, optimising, and managing client portfolios by matching client’s investment mandate to the appropriate investment offering consistent with Group investment policy 
  • implementing asset allocation, as decided by the Group Investment Committee 
  • constructing portfolios by selecting stocks, bonds, and/or third party funds based on the Group’s recommend lists and on client risk appetite 
  • regularly review of client’s financial situation and portfolio(s) and making the appropriate adjustments as circumstances dictate 
  • creating and delivering proposals and presentations for clients or potential clients 
  • participating in and contributing to the Group’s investment process 
  • assisting in the Group’s strategy planning and development of the local investment offering 

Your experience/skills may include:

  • university degree or equivalent qualification with a minimum of 8 years’ experience 
  • CFA designation preferred 
  • sound knowledge of global equities, debt markets, third party funds and securitised collateral instruments 
  • strong knowledge of Bloomberg, Reuters and Portia applications 
  • excellent communication skills (both verbal and written) 
  • strong presentation and sales skills as well as a strong customer service orientation 
  • proficient in Microsoft Office suite of applications 

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