The incumbent is accountable for the formulation and implementation of investment strategies and policies of equity funds in order to meet client's risk and return objectives through ongoing management, monitoring, and evaluation of listed equity investment.
Duties and Responsibilities
-Develops, implements and reviews investment and/or economic strategies based on management philosophy and customer objectives. -Assists in client acquisition and client retention efforts and meets existing clients, providing periodic portfolio reviews and updates. -Assists in the formulation of Strategic and Tactical Asset Allocation. -Manages portfolio risk and portfolio performance and communicates to clients. -Executes clients’ instructions, implements the appropriate asset allocation and picks the right stocks for clients. -Ensures that all equity related portfolios are compliant with client mandates, investment policy statements or stipulation of relevant statutory or regulatory bodies. -Supervises the trading of client accounts and ensures that clients’ portfolios are updated regularly. -Assists in refining current products and developing new products that are relevant to our clients.
