Portfolio Manager

Role Purpose:


To manage investment portfolios for high net worth clients, working as a member of the investment
team and contributing company and economic research and asset allocation insights. The Portfolio Manager is
responsible for investment performance and growing assets under management by attracting new clients and
retaining existing clients.


They are responsible for :
Ensuring that all activities are carried out in full compliance with regulatory requirements.
Enterprise Wide Risk Management framework and internal Policies and Policy standards.
Understanding and managing risks and risk events (incidents) relevant to the role.


Key Accountabilities

Accountability: Management of Client Portfolios

· Manage client portfolios with an end to end client service offering that includes regular client interaction, portfolio performance reporting and presentations of the house view on economies, markets, asset allocation and stock selection (to individual clients or groups of clients).
· Present the company''''s product range and the asset classes available for investment.
· Implement changes to client investment portfolios on the portfolio management system (PortCIS) when necessary after discussion with clients or after decisions taken by the Investment Team.
· Place resulting orders with company Stockbrokers or relevant counterparty.
· Rationalize the client base to achieve economies of scale, save costs and make the business more scalable.
· Communicate with clients telephonically or by visitation nationally to maintain high level working relationships.
· Conduct Adhoc Company or economic research for clients or for the management of their portfolios via the internet, business magazines, newspapers or other appropriate media.
· Compile daily and monthly investment reports e.g. newsletter, daily market reports and marketing material.
· Operate professionally and execute activities in line with the Financial Services Board and FAIS requirements.
Accountability: Asset Management Investment Process
· Participate in the asset management investment process by conducting company research (attend financial results presentations, site visits, etc.) on individually listed shares and decide whether to buy/not buy/hold/sell the company shares for the various portfolios that incorporate equities.
· Conduct research on other asset classes e.g. bonds, listed property, money market, preference shares (listed instruments) in order to include or exclude them from client portfolios.
· Provide input and insights into investment strategy meetings, stock selection meetings, asset allocation meetings and other relevant investment forums.
· Make investment decisions regarding the management of client portfolios. · Monitor and report on private client portfolio performance (management reports and client reports).
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