Portfolio Management Analyst

The Portfolio Management Analyst will assist the Manager, Asset Management, in developing and executing investment strategies.

The successful candidate will possess:

• BSc in Finance, Economics, Business Administration or equivalent from a recognized tertiary institution.
• Chartered Financial Analyst (CFA) Certification.
• Licensed by the Financial Services Commission (FSC) or a suitable candidate for licensing.
• At least 3 years’ work experience in investments, analysis and portfolio management.

Functional and Technical Skills:

• Understanding and adherence to relevant financial regulations and industry best practices.
• A strong understanding of investment principles and the ability to perform comprehensive analysis of investment opportunities.
• Financial analysis and company valuation knowledge
• Utilise digital tools to work productively and efficiently.
• Utilise a digital approach to problem solving.
• Knowledge of investment accounting and portfolio reporting systems.
• Intermediate proficiency in Bloomberg and MS suite of products.
• Proficiency in data visualization tools such as Power BI.
• Excellent analytical/report writing, oral and communication skills.
• Excellent planning and organization.
• Strong analytical and problem-solving skill

Duties and Responsibilities:

• Assist the Asset Manager in developing and executing investment strategies for Unit Trust Portfolios and Portfolio Management clients.
• Conduct pre-trade analysis, including what-if scenarios, to support the implementation of investment strategies.
• Monitor and evaluate investment performance, market conditions, and regulations to recommend portfolio rebalancing.
• Monitor and record holdings and analyse Fund performance against relevant benchmarks.
• Ensure investment portfolios achieve targeted return and risk objectives.
• Assist with identifying profitable investment opportunities and recommending asset acquisitions and disposals.
• Perform financial analysis, due diligence, and maintain financial tools/models for portfolio analytics.
• Conduct research and analysis to identify market trends and investment opportunities across asset classes.
• Determine optimal asset allocation and asset mix for unit trust and managed portfolios.
• Perform technical and fundamental analyses on investments based on market and financial conditions.
• Prepare comprehensive performance reports for the Unit Trust Portfolios and Portfolio Management clients.
• Maintain professional contacts in the investment community for valuable insights.
• Support the Asset Management Officer and perform assigned tasks as required.
• Assess and manage investment risks, including market, credit, and liquidity risks.
• Assist with implementing risk mitigation strategies and monitoring risk exposures within portfolios.
• Responsibility to support business development efforts aimed at growing AUM.
• Assisting with the production of marketing material such as fund fact sheets, investment presentations, product brochures and articles.
• Contribute to the preparation of the annual Asset Management Unit Business Plan and execution of business initiatives. 
• Ensure compliance with information security policies and deliver exceptional customer experience.
• Conducting market research, analysing investment opportunities, and providing recommendations to optimize portfolio performance.
• Perform quantitative and qualitative analyses and due diligence to support the selection of appropriate investments.
• Ensure that investments achieve expected return and risk objectives.
• Ensure compliance with applicable regulatory requirements and investment policy statements.
• Provide support to the fixed income trading desk, when required.

Deadline for applications is August 4, 2023