Britam Hiring Portfolio Manager

Portfolio Manager  (24000024)

Job Purpose and Key responsibilities

Job Purpose: 
Optimally invest client portfolios and report to the clients as per mandate.

Key responsibilities:

  • Have professional objective insight on current and future economic conditions and industry trends.
  • Undertake fundamental analysis of investment opportunities across traditional and non- traditional asset classes.
  • Generate reports as necessary for presentations to internal and external stakeholders.
  • Attend and present at clients’ board of trustee and annual general meetings.
  • Actively contribute towards model portfolio construction through asset allocation and security selection decisions.
  • Construct and rebalance portfolios for optimal investments while considering regulatory, IPS limits.

Knowledge, experience and qualifications required

Knowledge, experience and qualifications required:

  • Bachelor’s degree in Commerce, Finance, Economics or relevant field.
  • CFA Finalist.
  • 5 – 8 years experience in fund management with hands on experience in equities, fixed income, offshore and
    private equity asset classes.
  • At least 2 years in a similar position
  • Member of relevant professional body: ICIFA, CISI, CFA

Apply Now

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