Senior Manager - Portfolio Management & Fund Administration

Guardian Life Limited invites applications from suitably qualified persons for the position of Senior Manager – Portfolio Management & Fund Administration.

 SENIOR MANAGER – PORTFOLIO MANAGEMENT & FUND ADMINISTRATION

Guardian Life Limited invites applications from suitably qualified persons for the position of Senior Manager – Portfolio Management & Fund Administration.

MAJOR DUTIES & RESPONSIBILITIES:

• Assisting in making recommendations and implementing decisions in strategic and tactical asset allocation in keeping with the Company’s investment policies, guidelines and stated investment objectives.
• Reporting on portfolio performance and recommending changes for improvement.
• Reviewing and overseeing transactions on the Company’s behalf for funds managed and for fixed income/equity securities (primary or secondary market), in keeping with established policies.
• Ensuring that daily transactions are recorded accurately in the 4 Series application and that the required documentation is submitted to the Settlements section in a timely manner.
• Supporting investment decisions by using financial modelling and valuation techniques, financial statements analyses, market assessments and macro and micro economic and industry research.
• Ensuring compliance with applicable regulatory guidelines and Company policies and procedures.

QUALIFICATIONS, EXPERIENCE & SKILLS:

1. A first degree in Finance, Accounting, Business Administration, Economics or any other related discipline from a recognised tertiary institution or equivalent professional qualifications.
2. Licensed or qualified to be licensed by the Financial Services Commission.
3. At least 5 years’ experience in a similar position in a financial institution.
4. Certified Financial Analyst (CFA) designation or MBA degree would be an advantage.
5. Thorough knowledge of investment techniques and financial instruments.
6. Thorough knowledge of investment/portfolio management, asset allocation, bond pricing and fixed income/equity products.
7. Thorough knowledge of accounting principles, procedures and control systems.
8. Thorough knowledge of 4 Series or other investment management software and fixed income analytical systems, e.g. Bloomberg.

APPLICATIONS SHOULD BE SUBMITTED NO LATER THAN

Friday, August 11, 2023

 TO:

VICE PRESIDENT, CORPORATE RESOURCES

GUARDIAN LIFE LIMITED

12 TRAFALGAR ROAD

KINGSTON 5

Guardian Life Limited appreciates all applications; however, only shortlisted candidates will be contacted.