Summary
Date Posted: Saturday, August 10 2024, Base Salary: Not Disclosed

JOB DETAILS:
JOB PURPOSE
To analyze and manage investment portfolios to ensure alignment with the overall investment strategy and objectives

KEY RESPONSIBILITIES:
1. Conduct in-depth analysis of investment portfolios, including securities, assets,
and performance metrics.
2. Evaluate the risk and return characteristics of individual investments and the
portfolio as a whole.
3. Use various financial models and tools to assess portfolio performance and
identify areas for improvement.
4. Optimize the allocation of assets within the portfolio to achieve the desired
risk-return profile.
5. Monitor and adjust asset allocations based on market conditions, economic
factors, and changes in investment strategy.
6. Assess and manage the risk exposure of the portfolio.
7. Recommend risk management strategies for implementation to mitigate potential losses and ensure compliance with risk tolerance levels.
8. Stay informed about market trends, economic indicators, and other factors that could impact investment decisions.
9. Conduct research on specific industries, sectors, and securities to inform investment recommendations.
10. Develop and maintain performance measurement metrics to evaluate the success of the portfolio
11. Generate reports and presentations for stakeholders, providing insights into portfolio performance and explaining any variances from benchmarks.
12. Provide updated to the Investment Manager regarding portfolio activities, performance, strategy, and any changes in investment outlook.
13. Utilize financial modeling tools, software, and data analytics to support portfolio analysis.
14. Ensure that the portfolio adheres to regulatory requirements and compliance standards.
Stay informed about changes in financial regulations that may impact portfolio management activities.
15. Any other duties assigned by the Investments Manager

Requirements:
QUALIFICATIONS, KNOWLEDGE AND SKILLS:
• Minimum level of academic qualifications required to perform effectively in the role
• GCE or Equivalent with Credits or Better in Five Subjects, Mathematics and English Included.
• Bachelor’s degree in Economics /Accounting/ Finance/Business Administration or business related fields,
• ACCA/CIMA/ZICA /CFA or equivalent
• Minimum level of professional qualification required to perform effectively in the role
• Relevant Professional Certification
• Membership of relevant Professional Body

Skills and competencies
Technical
• Market Research and analysis
• Due Diligence
• Corporate Finance
• Investment and Options Appraisal
• Cash flow Forecasting
• Performance measurement, Management & Improvement
• Industry knowledge

Behavioural
• Communication Skills
• Adaptability
• Problem Solving
• Analysis and attention to detail
• Interpersonal Skills
• Stakeholder management

RELEVANT EXPERIENCE REQUIRED:
Minimum number of months or years of experience the jobholder is required to have to be appointed to the position

Not less than 4 Years Work experience in a busy and complex work environment in a similar Position

ADVERTISEMENT CLOSES ON THURSDAY 15TH AUGUST 2024

Work Hours: 8

Experience in Months: 24

Level of Education: Associate Degree

Job application procedure
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