Senior Portfolio Manager at Momentum Metropolitan Holdings Limited

Requirements

• Relevant Degree
• Certified Chartered Financial Analyst (CFA) or other appropriate professional qualification (preferred)
• 3-6 years experience in portfolio management
• Stakeholder relationship management, analytical and leadership skills

Duties & Responsibilities

• Construct and manage investment portfolios based on the outcomes of the mandate and client expectations.
• Ensure that the portfolio management and risk management processes are well defined, rigorous and consistently applied.
• Monitor, review or resolve potential risk drivers that may lead to increased costs.
• Effectively interpret and utilize ongoing research to determine the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.
• Make recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
• Create awareness of the OBI philosophy across MMI and within the external investment community in order to foster greater understanding and buy-in to the philosophy.
• Ensure that the OBI investment philosophy is embedded and implemented in the portfolios managed by the team.
• Foster effective working relationships and collaborate within the CoE, segments and external stakeholders.
• Manage the ongoing monitoring and performance measurement of solutions to ensure the product is managed relative to the outcome defined, market benchmark and client expectation.
• Monitor and report on portfolio performance.
• Provide technical advice and expertise regarding the portfolio construction in order to support sales or marketing initiatives.
• Ensure asset allocation views are implemented and aligned according to the OBI view.

Competencies

• Strategic Thinking
• Sales Acumen
• Stakeholder Engagement & Relationship Building
• Effective Communication
• Sales Enablement