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Role Purpose
The Portfolio Manager will be responsible for managing client investment portfolios to achieve optimal financial performance while aligning with clients’ financial objectives and risk profiles. The role involves developing and implementing tailored investment strategies, conducting rigorous market analysis, and ensuring compliance with regulatory standards and client mandates. By leveraging advanced analytical tools and market insights, the Portfolio Manager will deliver customized investment solutions, enhance client satisfaction, and contribute to JAML’s growth as a leader in the asset management industry.
Key Responsibilities
Strategy
Investment Strategy Development
- Design and implement investment strategies tailored to client risk profiles, financial goals, and market conditions across asset classes (e.g., equities, fixed income, alternatives).
- Collaborate with the Senior Portfolio Manager to align portfolio strategies with JAML’s investment philosophy and performance targets, aiming for a minimum alpha of 2% above benchmark indices.
- Identify opportunities for portfolio diversification and growth to enhance risk-adjusted returns.
Market Analysis & Research
- Conduct in-depth research on securities, industries, and economic indicators to inform investment decisions and portfolio adjustments.
- Monitor global and local economic trends, market cycles, and asset class performance, utilizing real-time data feeds (e.g., Bloomberg, Reuters) to optimize portfolio outcomes.
- Provide actionable insights to clients and internal teams, contributing to proprietary research reports and investment theses.
Product Innovation
- Support the product development team in designing innovative investment products, such as unit trusts, structured products, and alternative investments.
- Contribute to the creation of offshore investment solutions to meet diverse client needs and market
opportunities.
Client Engagement
- Prepare and present clear, data-driven portfolio performance reports to clients, ensuring alignment with their objectives and market outlook.
- Participate in client meetings to discuss investment strategies, performance, and recommended adjustments, fostering trust and satisfaction.
