Title: ARM-SRM (Portfolio Management- MTB Capital Ltd)
Company Name: Mutual Trust Bank PLC
Vacancy: --
Age: Na
Job Location: Dhaka
Salary: --
Experience:
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Proficiency in MS Office applications, particularly MS Excel.
2–3 years of experience in portfolio management with strong sales skills and knowledge of capital markets.
The Portfolio Manager is a detail-oriented and analytical professional responsible for managing investment portfolios, analyzing market trends, and ensuring alignment with clients’ financial objectives and risk profiles. This individual possesses strong quantitative skills, a solid understanding of financial markets, and the ability to make informed investment decisions. The Portfolio Manager is proactive, client-focused, and capable of adapting to dynamic market conditions.
Key Responsibilities:
Achieves assigned monthly and annual sales targets to support departmental and organizational goals.
Drives client acquisition and fund growth through strategic sales and trading activities.
Builds and maintains strong relationships with existing and prospective high-net-worth clients to attract and retain investments.
Ensures full compliance with regulatory requirements and aligns all activities with market best practices and internal policies.
Conducts regular performance reviews and rebalancing of portfolios to ensure optimal asset allocation and risk-adjusted returns.
Prepares detailed investment reports, presentations, and performance summaries for clients and internal stakeholders.
Continuously reviews and enhances portfolio construction methodologies to improve returns and effectively manage risk.
| University | Percentage (%) |
|---|---|
| National University | 14.34% |
| University of Dhaka | 4.74% |
| Jagannath University | 2.57% |
| University of Chittagong | 1.82% |
| Jahangirnagar University | 1.73% |
| North South University | 1.57% |
| Bangladesh University of Professionals | 1.25% |
| University of Rajshahi | 1.25% |
| American International University Bangladesh (AIUB) | 1.08% |
| Daffodil International University (DIU) | 0.98% |
| Age Range | Percentage (%) |
|---|---|
| 20-30 | 60.87% |
| 31-35 | 28.59% |
| 36-40 | 7.48% |
| 40+ | 2.95% |
| Salary Range | Percentage (%) |
|---|---|
| 0-20K | 7.15% |
| 20K-30K | 36.34% |
| 30K-40K | 25.45% |
| 40K-50K | 12.90% |
| 50K+ | 18.16% |
| Experience Range | Percentage (%) |
|---|---|
| 0 years (Freshers) | 20.05% |
| 0.1 - 1 years | 10.11% |
| 1.1 - 3 years | 24.55% |
| 3.1 - 5 years | 18.16% |
| 5+ years | 27.13% |