Job Description
Portfolio Manager Job. In the realm of finance and investment, the role of a Portfolio Manager is pivotal. A Portfolio Manager is an individual or entity responsible for making investment decisions and managing investment portfolios on behalf of clients. They analyze market trends, assess risks, and strategize to maximize returns while aligning with clients’ financial objectives. This professional oversees diverse investment assets such as stocks, bonds, mutual funds, and more, aiming to optimize portfolio performance and achieve desired financial outcomes.
Responsibilities of Portfolio Manager Job
- Analyse and research asset managers’ investment strategy with the potential to be included in the FNB Multi-Managed solutions.
- Engage with the asset managers and overall investment community as part of research.
- Maintain financial models, making sure that they have high levels of integrity and accuracy.
- Support, assist, and complement the broader investment team by making manager recommendations.
- Present comprehensive, coherent, and properly motivated investment theses on recommendations.
Requirements
- Remain abreast of market conditions and worldwide investment themes and issues.
- Have a broad perspective of economic issues and how they affect investments.
- Present investment ideas to other stakeholders in the business, most notably portfolio managers and wealth managers.
- Be highly adaptable and able to juggle numerous tasks simultaneously.
- Assist the multi-management team and broader business with relevant tasks.
Skills
- Strong analytical and quantitative skills.
- Experience in investment management, manager research, and asset allocation.
- Knowledge of investment strategies, private markets, investment vehicles, and manager structures.
- Excellent communication and presentation skills.
- Ability to work independently and as part of a team.
- Relevant bachelor’s degree in finance, Economics, or related field.
- At least 5 years of experience in a financial institution is advantageous.