Portfolio Manager

Develop and implement tailored investment strategies, manage diversified portfolios, and provide market insights to clients while conducting in-depth research and collaborating with wealth management teams.

1. Develop and implement tailored investment strategies based on client objectives and risk profiles
2. Analyze market trends, economic indicators, and emerging opportunities to guide investment decisions
3. Maintain strong expertise across asset classes including equities, fixed income, real estate, private equity, and alternative investments
4. Manage and oversee diversified investment portfolios aligned with strategic goals
5. Monitor performance, rebalance portfolios, and adjust strategies to manage risk and maximize returns
6. Apply financial modeling and analytical tools to evaluate investment scenarios
7. Provide regular portfolio updates and market insights to clients
8. Present investment strategies to institutional investors, pension funds, and high-net-worth individuals
9. Prepare high-quality reports and presentations for client engagements
10. Address client queries promptly while maintaining strong relationships and trust
11. Conduct in-depth research on markets, asset classes, and macroeconomic conditions
12. Stay updated on regulatory developments and industry best practices
13. Collaborate with research teams to enhance investment decision-making
14. Support due diligence, valuation analysis, and credit risk assessments
15. Work closely with wealth managers and advisors to deliver integrated financial solutions
16. Contribute to strategy discussions, market outlook sessions, and client case reviews
17. Support the division’s strategic initiatives and growth objectives

1. Bachelor’s Degree from a recognized university
2. Professional certification (e.g., CFA, CPA (K), CISA, CCMS, ICIFA, or CISI – Part 3)
3. Minimum of 5 years’ relevant experience in portfolio or fund management
4. Minimum 3 years experience in Portfolio or Fund Management
5. Minimum 3 years experience in Compliance & Risk Management
6. Minimum 3 years experience in Financial Modelling & Valuation
7. Minimum 3 years experience in Business Development
8. Minimum 3 years experience in Relationship Management
9. Minimum 3 years experience in Alternative Investments
10. Master’s Degree in Business or a related field (Additional Advantage)
11. Experience in Market Research & Asset Allocation (Additional Advantage)
12. Strong analytical and financial modelling skills
13. Deep understanding of investment markets and instruments
14. Excellent client relationship and communication skills
15. Strategic thinking and decision-making ability
16. High level of professionalism and integrity