Job Summary:

• To provide leadership to the Company’s investment, research & portfolio management function, which encompasses investment research, portfolio strategy, construction and management.
• To identify and evaluate investment opportunities across different asset classes, develop suitable investment strategies in accordance with investment objectives and manage investment portfolios for mutual funds, high net worth and institutional clients.

Key Responsibilities:

• Lead the process of undertaking independent research of investment opportunities across multiple asset classes and analysis covering both global and local macroeconomic trends.
• Prepare and oversee the production of research reports/presentations, reflecting outcome of independent research/analysis.
• Develop financial models and projections to support investment decision-making.
• Prepare investment policy statements for all investment portfolios managed by the Company.
• Actively contribute to the development and implementation of strategies geared towards the attainment of stated investment objectives of portfolios.
• Implement agreed and approved portfolio strategy for investment portfolios.
• Regularly monitor and review the investment portfolios against the investment objectives and mandates.
• Work with business development executives to prepare investment management proposals for current and prospective clients.
• Collaborate with investment officers, operations officers, compliance and other relevant internal parties to coordinate trading and management of portfolios.
• Regularly meet with clients to discuss clients’ portfolios including portfolio strategy and outlook.

Qualifications, Experience and Attributes

• Undergraduate degree in accounting, finance, economics or related field with a strong academic record.
• Professional certification(s) in Finance and/or Accounting from recognized professional bodies (e.g. CFA, ACA, ACCA,)
• A minimum of Eight (8) years’ work experience in a similar role, with at least 4 years in a lead position
• Deep knowledge of and interest in the Financial Markets, as well as strong business and financial acumen.
• Strong quantitative and qualitative analysis skills.
• Proven leadership, negotiating and influencing skills.
• Strong oral and written communication skills.
• Excellent networking skills, particularly relationship-building and interpersonal skills.
• Strong results orientation and high attention to details.
• Accountability and a demonstrable sense of personal responsibility and ownership mentality.
• High ethical standards and level of integrity.