Portfolio Strategist

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

JOB OVERVIEW:
The Portfolio Strategist is responsible for monitoring, review, evaluate and develop 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 sources suitable investment opportunities.
5.    Invest funds in a timely manner.
6.    Analyse 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 analysing 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 to 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 (GGTL, GGIL and GAM).
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.    Review and approves daily NAV calculations.
18.    Produce market analyses to be shared with the sales force and clients
19.    Perform any other job-related duties as assigned by the Vice President- Investments.

EDUCATION & EXPERIENCE: 
•    First Degree from a recognized tertiary educational institution in Management, Finance, Accounting, Economics or related field.
•    At least 2 years’ experience working in a trading position.
•    At least 5 years’ experience in the investment management industry in a research or analytical position.

ADDITIONAL REQUIREMENT:
As a regulated entity with obligations under the Know Your Employee guidelines, a Certificate of Character is required.