PORTFOLIO MANAGER
Databank Asset Management Services LTD is looking for a self-motivated and innovative person for the role of a
Portfolio Manager to join its Team.
Job Purpose & Summary:
Manage portfolios to sustainably provide risk-adjusted returns above benchmarks.
Duties and Responsibilities:
• Liaise with Business Development Officers to design investment Policy Statements (IPS) based on clients' individual risk profiles and special needs
• Create a portfolio with the appropriate asset allocation that reflects the individual's risk preferences
• Manage portfolios according to the IPSs and Scheme Particulars to outperform benchmarks in a sustainable manner
• Develop and adopt portfolio management strategies which provide positive alpha to investors
• Structure, monitor and rebalance client portfolios
•Report to individual clients, Board of Directors and/or Trustees
• Conduct portfolio attribution analysis periodically
• Secure and deepen partnerships with individual clients and trustee companies
• Supervise investment analysts if applicable
• Provide pro-active communication to clients
• Assist in developing new investment products to meet market trends
• Carry out any other related assignments given by Management from time to time
Education/Qualifications
•Bachelor's degree in accounting, finance, banking or a business-related course
• Must have written and passed CFA level I or level II
• GSE/GISI Securities Courses certification
• Partial or full professional qualification in ACCA, CIPM or any accounting-related course will be an advantage
• Skills/Competencies
• Excellent quantitative analytical skills
• Proven understanding of finance, economics and statistics
• Excellent interpersonal and communication skills
• Attentive to detail
• Ability to work well under pressure
• Advanced proficiency in Microsoft Office (especially, Teams, PPT, Excel and Word
Experience
management
• A minimum of five years' experience in the investment banking industry specifically in portfolio
Only shortlisted applicants will be contacted.
Salary
Competitive
Monthly based
Location
Accra, Greater Accra Region, Ghana
Accra, Greater Accra Region, Ghana