Assistant Portfolio Manager(Sp3)-Cam

Assistant Portfolio Manager(SP3)-CAM

Listing reference: capgh_000186

Listing status: Online

Apply by: 11 August 2023

Position summary

Introduction

Assist the Chief Investment Officer with the day to day investment decisions, by closely monitoring investment portfolios and ensuring that the approved strategies are applied consistently.

Job description

KEY PERFORMANCE AREAS

1.Analysis and execution:

• Assist the portfolio management team in the analysis of various portfolios and securities and developing ideas and insights to improve the quality of portfolios including the achievement of superior returns, reducing risk and general improvements in portfolio construction.
• Monitor pricing and reporting on portfolios
• Assist with credit applications to credit committee.
• Implement alignment of portfolios and mandates
• Remain cognizant of current events at all times and interpret how they might affect the relevant portfolios.
• Effect a range of transactions for all portfolios and mandates

2.Sales and Marketing

• Conduct client presentations and portfolio feedback sessions
• Provision of information to media
• Support of Investor Services sales effort

3.Economic Research

• Maintain key economic indicator data base.
• Preparation of historic graphs of key economic indicators to CAM Economic Meeting
• Prepare and distribute economic research reports
• Conduct special economic research projects
• Act as Secretary of CAM Economic Committee

Minimum requirements

COMPETENCIES REQUIRED

• Positive attitude towards system and system changes
• High mathematical abilities and attention to detail
• High level of personal resilience
• Independent and innovative thinking
• Responsible and trustworthy
• Work well under pressure
• Able to meet deadlines and drive to exceed expectations
• Integrity, honesty, sincerity, accountability
• Energy, willingness and passion for investments and the markets
• Excellent relationship skills
• Time management
• Positive attitude towards systems and system changes
• Ability to become part of and operate in a team is of high importance

EXPERIENCE/KNOWLEDGE & SKILLS

• Computer literate (Word, Excel, PowerPoint)
• Experience with Bloomberg/Reuters/I-Net will be an advantage
• Excellent oral and written communication skills
• Professional image and grooming
• Self-confidence
• Problem solving skills
• Excellent listening skills
• Planning and organizing skills
• Experience in the Asset Management industry will be an advantage

EDUCATIONAL REQUIREMENTS

• Grade12
• B.Com preferably in Banking, Economics, Statistics or Investment Management
• Post-graduate qualification will be an advantage
• The successful candidate would have already completed CFA Level 1