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Assist in analyzing, developing and establishing investment strategies for funds managed in order to achieve expected return and risk objectives.
Monitor the performance of existing investments and recommend changes (portfolio rebalancing) based on portfolio performance.
Analyse market and financial conditions by the use of quantitative methods (technical and fundamental analyses).
Prepare reports for presentation to Boards of Trustees and various committees of funds managed.
Determine asset allocation among various investment types and asset classes and optimising asset mixes of portfolios managed.
Conduct due diligence review for proposed investments and evaluate new investment opportunities (all asset classes) as well as to develop and draft Statements of Investment Policies and Procedures (SIPPs) for the various funds managed.
Keep abreast of market conditions both in local, regional and international markets to identify market trends as well as to maintain appropriate contacts with professional peers in the investment community as a source of valuable investment information.
Qualifications:
Bachelor’sDegree in Acturial Science, Banking and Finance, Mathematics or a related field.
Minimum of three (3) years working experience in the securities field.
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Portfolio Officer
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