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.