The Role
Specifically, the successful jobholder will be required to:
Participate in formulation of the investment strategy based on client circumstances and capital markets expectations
In liaison with the Dealer, implement investment decisions on behalf of the clients as approved by the Investment Committee
Monitor cash flows and promptly invest any idle cash as per prevailing investment strategy
In liaison with the Dealer, promptly avail cash for settlements and withdrawals
Regularly monitor portfolios to bring them in line with both agreed Investment Committee strategies and the current circumstances of the client, paying special attention to ability to meet client return objectives, benchmarks and targets
Prepare and dispatch clients’ quarterly investment reports that incorporate an economic and market overview, current portfolio valuation, transactions undertaken during the quarter, performance, and strategy for the following quarter within two weeks of the end of the quarter
Attend all client meetings, including Annual General Meetings, and make presentations as appropriate
Promptly respond to client issues and ensure satisfactory resolution of the same
Invite clients for any appropriate forum organized by recognized bodies
Work closely with the client to foster a fruitful working relationship
Prepare call reports for visits made to clients and action areas of attention promptly
Liaise with potential clients, including networking, in a bid to grow the clientele base of the Company
Assist the Research Team in undertaking analysis by participating in group discussions regarding the same
Proactively search for new investment opportunities and bring them to the attention of the Research Team for analysis
Become familiar with the various investments held and be able to justify to clients the basis of purchase / hold / sell decisions made
Skills, Competencies and Experience
A strong academic background in a quantitative discipline, economics, or finance background at undergraduate level.
Must be a registered and practicing member of ICIFA – Institute of Certified Investment and Financial Analysts
A candidate in the CFA program, or CFA charter holder
Experience in research analysis and dealing
Minimum of 7 years’ experience in Research analysis, Client service and sales
Desirable knowledge/skills and Experience Required:
Advanced Word, PowerPoint, and Excel (Macros) would be advantageous, with the ability to produce charts and graphs
Sound understanding of database modeling techniques and the ability to quickly pick up the use of non-Windows applications and in-house databases would be beneficial
Knowledge of P&L, balance sheet and cash flow statements and good understanding of key accounting ratios and modeling techniques would be a distinct advantage
A genuine interest in financial markets is essential
Proven academic performance and the ability to demonstrate solid numerical and analytical skills
A strong command of the English language (oral and written) is essential, as are excellent communication skills
Excellent presentation skills and ability to interact confidently at all levels
Good time management skills
How to apply:
If you match the profile for this position, please forward your application enclosing detailed Curriculum Vitae, to [email protected], reference number “PM/CISL/2023” by close of business on 29th September 2023.
We are an equal opportunity employer