Job Description
Title: Portfolio Manager (CFA Required)
Company Name: A Fast Growing Conglomerate
Vacancy: 01
Age: at least 30 years
Location: Dhaka (Gulshan)
Maximum Salary: Negotiable
Experience:
∎ 5 to 9 years
∎ The applicants should have experience in the following business area(s):Banks, Investment/Merchant Banking, Share Brokerage/ Securities House
Published: 24 Oct 2024
Requirements:
Additional Requirements:
∎ Age at least 30 years
∎ 5-9 years of experience in a Stock Brokerage, Non-Banking Financial Institution or a Banking Institution.
∎ CFA certification is required.
∎ Bachelor's or Master's degree in finance, economics, or business.
∎ Significant experience in asset management or investment advisory.
∎ Strong analytical and risk management skills.
∎ Excellent communication skills to explain complex investment strategies to clients.
∎ Proficiency in Microsoft Excel for portfolio analysis and reporting.
∎ Fluent Proficiency in Bangla and English
∎ 5-9 years of experience in a Stock Brokerage, Non-Banking Financial Institution or a Banking Institution.
∎ CFA certification is required.
∎ Bachelor's or Master's degree in finance, economics, or business.
∎ Significant experience in asset management or investment advisory.
∎ Strong analytical and risk management skills.
∎ Excellent communication skills to explain complex investment strategies to clients.
∎ Proficiency in Microsoft Excel for portfolio analysis and reporting.
∎ Fluent Proficiency in Bangla and English
Responsibilities & Context:
∎ Market Research & Analysis: Stay up-to-date on financial markets, economic data, and global events, performing fundamental and technical analysis to identify investment opportunities or risks.
∎ Portfolio Construction & Adjustment: Allocate assets, rebalance portfolios, and manage risks in line with client goals, investment horizon, and risk tolerance.
∎ Trading Execution: Execute trades efficiently while minimizing costs and ensuring liquidity.
∎ Client Communication: Regularly update clients on portfolio performance, strategies, and market conditions; prepare reports and meet clients to adjust strategies as needed.
∎ Performance Monitoring:Continuously track portfolio performance against benchmarks, evaluating returns and conducting attribution analysis.
∎ Compliance & Regulation: Ensure adherence to regulatory requirements and maintain ethical standards in all client interactions.
∎ Strategy Development: Develop new investment strategies and backtest them, using scenario planning to ensure portfolio resilience in various market conditions.
∎ Team Management: Work with analysts and manage other team members to refine strategies, gather insights, and ensure effective execution of the portfolio strategy.Key Performance
∎ Indicators (KPIs):
∎ Achieving absolute and risk-adjusted returns in line with client objectives.
∎ Managing volatility, drawdowns, and portfolio risks.
∎ Outperforming benchmarks and generating positive alpha.
∎ Maintaining high client satisfaction through effective communication and strategy customization.
∎ Challenges:
∎ Managing client expectations, especially during market volatility.
∎ Simplifying complex financial concepts for clients.
∎ Adapting to changing client goals and market conditions.
∎ Justifying fees in a competitive landscape.
∎ Navigating regulatory and compliance requirements.
∎ Context:
∎ We are seeking a highly skilled and passionate Portfolio Manager with a CFA certification to manage client portfolios and meet their financial objectives. The ideal candidate will have a deep love for the stock market, a strong understanding of financial markets, investment vehicles, and asset allocation strategies. With a natural enthusiasm for following market trends and analyzing investment opportunities, the Portfolio Manager will possess excellent decision-making skills and a deep commitment to delivering exceptional client service.
∎ Responsibilities:
Skills & Expertise:
Compensation & Other Benefits:
∎ Competitive salary and incentive pay based on performance.
∎ Competitive salary and incentive pay based on performance.
Workplace:
∎ Work at office
Employment Status: Full Time
Job Location: Dhaka (Gulshan)
Read Before Apply: If you have a passion for portfolio management, a CFA certification, and a proven track record in delivering investment solutions, along with experience in managing teams, we would love to hear from you.
Company Information:
∎ A Fast Growing Conglomerate
Application Deadline: 15 Nov 2024
Category: Bank/Non-Bank Fin. Institution
