Job Profile | PORTFOLIO MANAGER
Accra (Head Office) | Permanent
Banking & Finance
Job Purpose & Summary:
Manage portfolios to sustainably provide risk-adjusted returns above benchmarks
Duties and Responsibilities:
- Liaise with Business Development Officers to design investment Policy Statements (IPS) based on clients’ individual risk profiles and special needs
- Create a portfolio with the appropriate asset allocation that reflects the individual’s risk preferences
- Manage portfolios according to the IPSs and Scheme Particulars to outperform benchmarks in a sustainable manner
- Develop and adopt portfolio management strategies which provide positive alpha to investor
- Structure, monitor and rebalance client portfolios • Report to individual clients, Board of Directors and/or Trustees
- Conduct portfolio attribution analysis periodically • Secure and deepen partnerships with individual Clients and trustee companies
- Supervise investment analysts if applicable • Provide pro-active communication to clients
- Assist to develop new investment products to meet market trends
- Carry out any other related assignments given by Management from time to time
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