Assistant Portfolio Manager

JOB TITLE

Assistant Portfolio Manager

LEVEL/BAND

MS30

DEPARTMENT

Investment Management

DIRECT REPORT (JOB TITLE)

Portfolio Manager

The incumbent shall be primarily responsible for supporting the portfolio managers in managing, monitoring and maintaining the Bank’s discretionary portfolios and APS Funds SICAV range of funds as per investment management agreements.

He/She will also be expected to develop and research new investment ideas, perform continuing due diligence on existing investments and deal in financial securities. Advising APS private clients may also be needed from time to time.

Operational Responsibilities

Act as secondary portfolio manager on designated portfolios.

Ensure portfolios are in line with internal and external compliance standards.

Actively participate and engage in client acquisition and retention strategies.

Prepare and present regular reports on portfolio performance.

Conduct ad-hoc research on a macro & micro level on investment themes as required/ requested by management.

Actively participate in the internal investment committee meetings or other working groups tasked with providing investment strategy advice both on a macro and micro level.

Actively monitor/project funds, portfolios cash flow and NAV Validation

Service ad hoc requests from discretionary clients

Trade and/or deal in financial assets and securities as may be required in order to implement the investment strategy of funds and portfolios

General Responsibilities

To ensure a high quality/standard of work and service throughout.

To assist in the administration duties of the department.

To ensure compliance with Bank’s policies, guidelines and underlying procedures at all times.

To carry out general administrative duties required to keep the smooth operations of the Investment Management Department.

Qualifications, Skills & Competencies

Mandatory

Skill

Ability to think analytically and perform strongly under pressure.

Ability to present to internal and external clients in a clear and eloquent manner.

Being customer and business driven with a focus on growing the bottom line.

Excellent interpersonal skills.

Microsoft Office and Bloomberg Terminal.

Experience

At least five years of proven experience in in Portfolio Management, trade recommendation and execution.

Qualification

First degree in a numerical or business-related subject.

Desirable

Skill

Ability to challenge the status and point out to areas that need improvement.

Experience

-

Qualification

Holds the CFA designation or actively pursuing to obtain one.

Position level (1 being the highest level)

Head of Department

Managerial & Specialist Positions

Middle Management & Specialist Positions

Technical & Clerical Positions

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