Job Profile | Investment Analyst - Wealth Management
Accra (Head Office) | Permanent
Banking & Finance
Job Purpose & Summary:
Manage client investment portfolios to deliver sustainable, risk-adjusted returns above benchmarks. Develop
and implement investment strategies, monitor portfolio performance, and provide proactive client
communication.
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 IPS to outperform benchmarks in sustainable manner/long term
• Develop and adopt portfolio management strategies which provide positive alpha to investor
• Structure, monitor and rebalance client portfolios
• Report to individual clients and/or Trust/Nominee
• Conduct portfolio attribution analysis periodically
• Secure and deepen partnerships with trustee companies
etc
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