Assistant Portfolio Manager (SP4) - Capricorn Asset Management
Listing reference:
capgh_000284
Listing status:
Online
Apply by:
20 January 2025
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 AREA
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 efforts
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
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
Minimum requirements
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
