PORTFOLIO MANAGER

Responsibilities

Portfolio Management & Strategy

• Develop and implement customized investment strategies based on client risk appetite, time horizon, and investment objectives.
• Monitor and rebalance portfolios to maintain alignment with strategy, asset allocation, and market dynamics.
• Ensure optimal asset mix across equities, fixed income, alternatives, money markets, and other instruments.
• Conduct scenario analysis and stress testing on portfolios to assess risk exposure under different economic conditions.

Investment Research & Analysis

• Conduct in-depth macroeconomic, sectoral, and security-level research to support investment decisions.
• Utilize quantitative and qualitative tools to analyze financial instruments and market trends.
• Generate investment ideas and recommendations backed by robust data and insights.
• Stay abreast of regulatory, political, and market developments affecting asset classes.

Performance Monitoring & Reporting

• Track portfolio performance, benchmarking against appropriate indices or mandates.
• Prepare periodic reports, fact sheets, and investment reviews for clients and internal stakeholders.
• Analyze attribution to understand return drivers and areas of underperformance.

Client Relationship Management

• Engage regularly with clients to discuss portfolio performance, market outlook, and investment recommendations.
• Understand client needs, objectives, and constraints, and translate them into actionable investment strategies.
• Collaborate with relationship managers, financial advisors, and the business development team to enhance client satisfaction.

Risk & Compliance Management

• Ensure investment strategies and decisions are in compliance with regulatory frameworks, internal policies, and client mandates.
• Maintain thorough documentation of investment rationale, approvals, and due diligence procedures.
• Interface with risk and compliance teams to ensure adherence to investment guidelines and limits.

Team Collaboration & Thought Leadership

• Work closely with analysts, traders, and other portfolio managers in developing strategies and sharing insights.
• Contribute to investment committee meetings and idea generation forums.
• Mentor junior team members and support capacity building within the investment team.

Business Development Support

• Provide technical support for pitch decks, proposals, and investment advisory services.
• Participate in prospective client meetings and assist in tailoring portfolio solutions to attract new mandates.
• Support the launch and management of new investment products or funds.