Investment Manager

The Investment Manager oversees and develops the Group’s investment portfolio, analyzes and reports on performance, researches new opportunities, manages risk, recommends strategy changes, and provides financial advice across diverse investment products.

JOB SUMMARY

MAIN DUTIES

• Oversee the sale, purchase and administration of securities and assets for investors.
• Explore potential portfolio additions/reallocations that optimize the management of risk and long-term return of identified investment goals.
• Perform research such as detailed companies or industry analyses, to inform financial forecasting, decision making or valuation.
• Monitor regulatory and tax law changes to ensure compliance and to capitalize on development opportunities.
• Develop and implement fund investment policies or strategies.
• Manage investment funds to maximize return.
• Engage in regular research to stay abreast of relevant investment markets, global financial markets and general current events.
• Prepare monthly investment reports for the Investment Committees.
• Develop relationships with brokers.
• Recommend financial investment opportunities.
• Work closely with investment analysts to assess financial information and investment opportunities.
• Presents investment opportunities and related analysis while pitching proposed course of action.
• Use complex financial models to project future earnings.
• Prepare for and respond to regulatory inquiries.
• Review completed work of others for conformity to policy and effectiveness of approach.
• Assess managers’ roles and their adherence to the fund investment strategy.
• Meet with investors to determine investment goals or to discuss investment strategies.
• Evaluate the potential of new product developments or market opportunities, according to factors such as business plans, technologies or market potential.
• Monitor/reevaluate portfolios by communicating with fund managers.
• Develop and implement risk-based asset allocation model and performance analytics and prepare recommendations for the Investment Committees.

CONTINUOUS DEVELOPMENT

• Ensure that continuous learning and development takes place to develop expertise and improve the overall productivity by:
  • Taking advantage of opportunities to expand working knowledge through internal and external sources.
  • Providing guidance on developmental needs to the Human Resources Department.
  • Cross training staff.

 WORK ENVIRONMENT

• While performing the duties of this job, the Manager may be required to sit, stand and move about the entire facility.
• Requires travel via motor vehicle and or sea ferry to other Departments within the Group.

REQUIREMENTS

Skills:

• Attention to detail.
• Strong analytical skills
• Excellent oral and written communication skills
• Ability to meet deadlines in a timely manner.
• Solid understanding of investment procedures.
• Excellent customer service negotiating and networking skills.
• Excellent interpersonal skills.
• Strong organizational skills
• Ability to manage and handle multiple tasks.
• Excellent problem-solving skills.
• Sound decision making skills.
• Ability to work independently and as part of a team.
• Strong leadership capabilities.
• Proficient in MS Office.
• Strong analytical skills.

Education and/or Experience:

• Bachelor of Science in Finance or a relevant field.
• MBA or Master’s Degree preferred.
• Must possess at least 5- 10 years’ working experience in a same or similar role.