Portfolio Strategist

JOB OBJECTIVE:

The Portfolio Strategist is responsible for monitoring, reviewing, evaluating and developing investment strategies to assist in the management of the investment portfolios undertaken by Guardian Asset Management and Investment Services Limited which may include Captive Funds, Mutual Funds, Private Wealth and Alternative Investments.

JOB RESPONSIBILITIES

1. Assist with the general portfolio management process for the respective portfolios.

2. Monitor portfolio compliance with documented investment policies, investment committee, regulatory guidelines and investment strategies. 

3. Maintain up to date knowledge on all applicable laws, rules and regulations related to portfolios under management. 

4. Develop Strategic and Tactical Asset Allocations and source suitable investment opportunities.

5. Invest funds in a timely manner.

6. Analyze the economic and financial environment and recommends investment strategies for the respective portfolios/asset classes.

7. Monitor current holdings and keeps up to date with pertinent information related to holdings by reviewing and analyzing company/industry data from a variety of sources. 

8. Monitor the performance of the respective portfolios for reviewing, monitoring and reporting on the performance of externally managed funds where necessary and act as the contact and liaison for External Asset Managers and brokers. 

9. Produce acceptable returns on portfolios in line with objectives, market or benchmarks.

10. Assist with the preparation of all regulatory and management reports for the respective portfolios. 

11. Participate in the annual Budgeting and Forecasting exercise of the group.

12. Participate as a member/invitee of the Executive Investment Committees governing the respective portfolios.

13. Draft articles, research papers, newsletters and commentary on the global and domestic economy, investments, trends and outlook for client circulation and publication. 

14. Review circulars for recommended investments and liaises with respective investment committees during approval process 

15. Participate in the development of yield curves and spreads.

16. Participate in credit rating and valuation meetings and reviews calculations.

17. Produce market analyses to be shared with the sales force and clients.

18. Perform any other job-related duties as assigned by the Vice President- Investments.

                                                                           

EDUCATION:

• First Degree from a recognized tertiary educational institution in Management, Finance, Accounting, Economics or related field.

KNOWLEDGE AND EXPERIENCE:

• At least 5 years’ experience in the investment management industry in a research or analytical position.

PERSONALITY:

The Portfolio Strategist must be extremely professional, articulate, confident and driven to succeed in a competitive environment. This role requires a rare combination of industry specific experience with strong analytical skills and communication skills.