Britam – Portfolio Manager.

Get a free C.V. review by sending your C.V. to submitcv@careerassociated.com or click the following link. Submit C.V.! use the subject heading REVIEW.

IMPORTANT: Read the application instructions keenly, Never pay for a job interview or application.

Click the Links Below to Get Job Updates.

https://www.facebook.com/groups/1126060830815705

https://t.me/joinchat/EBWPu0Cfzh880lRySce_AQ.


Job Purpose

Manage client portfolios as per mandate.

Key responsibilities

  1. Maintain a perspective on current and future economic conditions and industry trends 
  2. Assess potential investment opportunities across traditional and non- traditional asset classes
  3. Assist in generating ad hoc reports as necessary for presentations to internal and external stakeholders 
  4. Attend and present at clients’ board of trustee and annual general meetings actively contribute towards coming up with superior asset allocation and security selection decisions. 
  5. Construct and rebalance portfolios
  6. Support AMC UG as per the hub and spoke model
  7. Delegated Authority:  As per the approved Delegated Authority Matrix
  8. Perform any other duties as may be assigned from time to time.

Key Performance Measures

As described in your Personal Score Card

Knowledge, experience and qualifications required

Knowledge, experience, and qualifications Required

  1. Bachelor’s degree in Commerce, Finance, Economics or related field 
  2. 6-8 years’ experience in financial markets with hands-on exposure to equities, interest-bearing assets, property, and private equity, 3 of which must be in a supervisory capacity
  3. CFA Finalist  
  4. Member of a relevant professional body

CLICK HERE TO APPLY

Unposting Date

: 19-10-2021

.

.

.


Processing…
Success! You're on the list.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Create a website or blog at WordPress.com

Up ↑

%d bloggers like this: