Associate Portfolio Manager (EMP/AM)

Job description

Associate Portfolio Manager (EMP/AM)

Tasks

• Supporting a team of portfolio managers in the administration of discretionary portfolio management mandates
• Ensuring that client portfolios comply with product-specific guidelines and bank policies
• Fulfillment of various administrative tasks
• Support in the daily management of client portfolios
• General support for portfolio managers
• Generation of investment proposals
• Preparation of meeting materials for clients
• Fulfillment of ad hoc requests from relationship managers

Main tasks

• Supporting portfolio managers in the administration of discretionary portfolio management mandates
• Updating model portfolios
• Ensuring that client portfolios comply with product-specific guidelines and bank policies

Requirements

• University degree and solid academic foundation in finance
• 2-3 years of relevant work experience (recent graduates with at least 1 year of relevant work experience welcome)
• CFA qualification an advantage
• Completed regulatory audits (e.g. CACS Paper 1 and 2, CMFAS Module 3 and 6)
• Good understanding of financial markets, financial products and industry landscape
• Proficiency in Microsoft Word, Excel and PowerPoint (macro and coding experience an advantage)

Key competencies

• Analytical and problem-solving skills
• Independent working with minimal supervision
• Efficiency and accuracy in the fulfillment of tasks

We offer

No specific benefits mentioned.

KEY FEATURES OF THE POSITION

• Customer management (internal and external)
• Regulatory responsibilities and/or risk management