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
Share this Job