Senior Portfolio Manager(MT4)-Capricorn Asset Management
Listing reference:
capgh_000283
Listing status:
Online
Apply by:
20 January 2025
Position summary
Introduction
The Senior portfolio manager is key in establishing and implementing strategies and processes to ensure superior risk adjusted return is achieved on all investment portfolios managed by Capricorn Asset Management. Work closely with the Executive Management Team to support the Chief Investment Officer to implement and deliver the approved strategy of CAM.
Job description
KEY PERFORMANCE AREAS
1.
Strategic Alignment:
Provide strategic leadership and vision by coordinating the efforts of the portfolio management team in achieving consistent superior risk adjusted returns for all portfolios;
Drive a unified investment philosophy and strategy across portfolios while fostering a culture of teamwork and shared accountability
Develop, maintain and implement the Investment philosophy
Designing and implementing investment processes to create superior investment returns for portfolios exceeding portfolio benchmarks.
Continuously monitor and compare performance against benchmarks;
Manages resources and ensure alignment to culture in order to achieve the goal of becoming one of the best investment managers with top investment performance and excellent client service;
Develop the portfolio management team in analyzing portfolios and securities and developing ideas and insights to improve the quality of portfolios construction.
Monitor pricing and reporting on portfolios
Review and analyze 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.
Initiate a range of transactions for all portfolios and mandates.
Monitor compliance with various funds
Ensure portfolios are managed in line with the investment philosophy
Generate creative and constructive ideas to enhanced portfolio performance
Ensure portfolios are in line with the current House view.
For fills fiduciary responsibilities and authorized trading limits.
Assisting in formulating CAM House view;
Seek and Identify investment opportunities and trading strategies that are in line with the applicable risk appetite.
Assessment of and manage cash flow requirements of portfolios.
Monitor performances and reporting on portfolios
Calculate various risk statistics
Identify and analyze the areas of potential liquidity, market and credit risk
Implement alignment of portfolios
Manage withholding tax requirements of portfolios
Maintain up to date knowledge of regulatory changes, ensure compliance to all regulatory requirements.
Apply AI-assisted scenario modeling to anticipate the impact of market developments on portfolios.
Employ AI insights to enhance decision-making processes, ensuring optimal portfolio alignment with client mandates and the CAM house view.
2.
Research
Conduct statistical and qualitative analysis and research;
Financial Modeling and construction and maintenance of model portfolios;
Conduct
research covering all major asset classes
Conduct specific security research where required
Monitor developments in securities markets
Monitor economic developments locally, regionally and internationally
Monitor and investigate various market scenarios and anomalies
Investigate liquidity, credit and counterparty risks of various investments
Investigate suitability and alternatives for portfolios
Forecasting and monitoring market trends
Facilitate open communication to resolve any differences in viewpoints constructively.
3.
General
Provision of information to Service provider
Support of Investor Services sales efforts
Assist in any project/tasks provided by portfolio managers or CIO.
Prepare and analyze asset allocation meeting data provision and analysis of the data.
Develop and oversee the implementation of the asset management system(s), including procedures and processes;
Manage settlement risk
Adherence to dealing policy
Ensure correct pricing of all securities and portfolios;
Ensure cost reduction of trading
Serve as a co-leader for the portfolio management team, providing unified guidance to junior managers and analysts.
Encourage a culture of transparency, shared learning, and collaborative problem-solving within the investment team.
Encourage and enable feedback from team members on the effectiveness of collaboration and leadership.
Encourage the adoption of AI tools within the team, ensuring everyone is trained to use them effectively while fostering a culture of human oversight and critical thinking.
4.
Other
Ensure the required risk parameters, reviews, compliance and monitoring processes are in place to maintain quality portfolios and provide for prudent investment decision making;
Analyze and report on outcomes of risk analysis
Build a culture of organizational excellence by providing strategic leadership and vision to colleagues;
Promote opportunities for professional growth, development and effective succession planning;
Ensure that working environment contributes to improving staff morale and increased productivity. Actively promote teamwork in company and department
Assist sales teams when required
Ensure correctness, timeliness of all communication including client reporting, media feeds and other data users
Get first-hand customer information and uses it for improvements in products and services;
Acts with customers in mind;
Provide advice and guidance to Wealth Managers in the sale of products and services.
Attend Feedback presentations and Due diligences
Jointly represent the portfolio management team in client meetings, ensuring consistent messaging and unified strategic insights.
Collaborate to address client concerns and implement feedback into portfolio strategies.
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
Collaborative Mindset, strong interpersonal and communication skills to foster productive collaboration with colleagues and stakeholders
Conflict Resolution, proven skills in resolving differences of opinion constructively and arriving at consensus-driven decisions
Strategic Vision, Seeing multiple moving parts and plotting the way forward.
Leadership in Partnership, experience in leading teams collaboratively and inspiring shared accountability
Tech-Savvy Approach: Familiarity with AI-driven investment tools and a willingness to integrate them into workflows to enhance efficiency and decision-making.
Adaptability: Ability to combine traditional portfolio management skills with emerging technologies.
EXPERIENCE/KNOWLEDGE & SKILLS
Computer literate (Word, Excel, PowerPoint, AI)
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
University Degree preferably in Banking, Economics, Statistics or Investment Management
Post-graduate qualification
Additional qualifications would be advantages, CFA or similar
10 Years Experience
A proven track record of successful investment with substantial knowledge of portfolio management
