Establishing and managing multi-assetportfolios for the company as well as clients
Ensurethat the portfolio activities contribute to the organizationalstrategies and are within the risk parameters approved bymanagement.
Investing in equities as well as fixedincome markets while inputting trades of all investmenttransactions
Constructing, implementing and managingderivative overlays.
Preparing daily, monthly,quarterly valuation reports.
Preparing regulatory,audit, and internal reports to management.
Reviewingand managing existing accounts as well as building relationshipwith prospective clients.
Setting priorities within aportfolio to ensure resources are targeted and effective.
Escalating investment risks to management
Manage and supervise financial analyst
Represent thecompany in all investment management meetings
Prepareand amend investment policies after taking ABC investment committeeand management’s approval
Managingcustomers’ account details, holdings and statementshaving an investment contract and having access to OperationsDepartment’s systems related to investment portfolio andproducing investment analyst reports