Job Summary: Our Client, a company that provides a range of investment services, including private wealth management, unit trusts, and fund management. It offers investment solutions for individuals and institutions, with options to invest in various asset classes like money market, fixed income, and equities, aiming to help clients preserve and grow wealth

Key Duties and Responsibilities:

The Assistant Portfolio Manager supports the Portfolio Manager in managing investment portfolios to meet client objectives. This role involves conducting investment research, monitoring market trends, analysing portfolio performance, and preparing reports. The ideal candidate possesses strong analytical skills, financial acumen, and a keen interest in markets and portfolio construction.

• Assist in the day-to-day management and monitoring of investment portfolios
• Conduct fundamental and quantitative research on securities, industries, and market trends
• Prepare investment memos, performance reports, and presentations for clients or internal stakeholders
• Monitor portfolio risk, asset allocation, and compliance with investment guidelines
• Generate trade ideas and assist in trade execution and rebalancing of portfolios
• Maintain portfolio management systems and ensure accurate data entry
• Collaborate with research analysts, operations, and compliance teams
• Support the development of investment strategies and provide input on asset allocation decisions
• Stay current on market developments and regulatory changes affecting investments
• Invest funds appropriately in line with the house view and client investment guidelines;
• Maintain and build Client and Stakeholder relationships for retention, growth and new business opportunities purposes.
• Aid Business Development by providing technical bid information, client leads and market intelligence to keep abreast with Industry market trends.

Qualifications, Skills and Experience:

• Bachelor of Science Actuarial, Mathematics or Commerce or Finance
• Progress toward CFA designation
• CISI certificate
• Knowledge of risk management metrics and techniques
• Details of experience
• At least three (3) years’ experience in investment support role

Knowledge, skills and competences

• Excellent communication and presentation skills including ability to develop proposals, concept papers, position papers as well as write reports and prepare relevant publications.
• High level interpersonal and cross-cultural skills, including ability to build alliances and collaborative relationships with sensitivity to diversity.
• Attention to detail and ability to work under pressure
• Strong understanding of financial markets, instruments, and portfolio theory
• Strategic thinking and problem-solving skills
• Excellent analytical, problem-solving, and quantitative skills
• Good customer relationship management skills (internal and external customers)
• Team-oriented with a proactive attitude

• Assist in the day-to-day management and monitoring of investment portfolios
• Conduct fundamental and quantitative research on securities, industries, and market trends
• Prepare investment memos, performance reports, and presentations for clients or internal stakeholders
• Monitor portfolio risk, asset allocation, and compliance with investment guidelines
• Generate trade ideas and assist in trade execution and rebalancing of portfolios
• Maintain portfolio management systems and ensure accurate data entry
• Collaborate with research analysts, operations, and compliance teams
• Support the development of investment strategies and provide input on asset allocation decisions
• Stay current on market developments and regulatory changes affecting investments
• Invest funds appropriately in line with the house view and client investment guidelines
• Maintain and build Client and Stakeholder relationships for retention, growth and new business opportunities purposes
• Aid Business Development by providing technical bid information, client leads and market intelligence to keep abreast with Industry market trends

• Excellent communication and presentation skills
• High level interpersonal and cross-cultural skills
• Attention to detail and ability to work under pressure
• Strong understanding of financial markets, instruments, and portfolio theory
• Strategic thinking and problem-solving skills
• Excellent analytical, problem-solving, and quantitative skills
• Good customer relationship management skills
• Team-oriented with a proactive attitude

• Bachelor of Science Actuarial, Mathematics, Commerce, or Finance
• Progress toward CFA designation
• CISI certificate
• Knowledge of risk management metrics and techniques