Senior Portfolio Manager

Senior Portfolio Manager

Reporting to the Senior Vice President, Head of Group Asset Management, this position is responsible for managing trust, corporate and high-net-worth client account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. This will involve a high level of client servicing, proactive client outreach (in some cases as the primary contact), and participation in the
sales process.

Your responsibilities will include:

• Structuring, optimising and managing client portfolios designed to achieve specific investment goals by assessing risk profiles and establishing investment policies
• Implementing asset allocation within the framework of the client investment policy and the Global Investment Committee
• Constructing portfolios by selecting the appropriate financial instruments based on the Group’s approved security list and financial models in conjunction with client risk profiles
• Performing financial analysis on individual assets as appropriate
• Ensuring the completion of processing needs relative to the administration of assigned accounts
• Maintaining deep expertise in financial markets and other related areas while also participating in or contributing to various investment committees
• Participating in the development of new investment business with Private and Corporate banking professionals by discussing and presenting investment services capabilities for Private as well as Institutional prospects
• Assisting in the strategy planning and development of the Group’s local investment offering

Your qualifications and skills include:

• A minimum of 10 years’ investment experience, in which consistent long-term investment performance has met objectives
• CFA designation required
• Prior experience as a Portfolio Manager/ Investment research analyst with knowledge of Investments / Portfolio management theory, investment strategies and application thereof
• Strong accounting and finance background, applicable to investments and financial instruments.
• Strong security analysis skills with a demonstrable performance record
• Advanced knowledge of Bloomberg, in particular using the Bloomberg API
• Previous experience with Portia and Reuters would be an advantage
• Excellent communication, client servicing and business development skills required, along with attention to detail