Manager, Asset & Portfolio Management

About the role

A full-time Manager, Asset & Portfolio Management is sought in Greater Accra. The role covers managing and monitoring mutual funds, supporting fund growth, overseeing fund operations and compliance, and reporting to management and investment committees.

Key responsibilities

• Develop and implement investment strategies for assigned mutual funds and make investment and disinvestment decisions within approved limits and delegated authority.
• Construct and maintain diversified portfolios, monitor asset allocation, liquidity, concentration and risk exposures, and rebalance them according to market conditions and fund objectives.
• Monitor fund performance against benchmarks, conduct performance attribution, and manage market, liquidity, concentration, credit, interest rate and foreign exchange risks.
• Support initiatives to increase assets under management, work with Sales and Business Development teams, provide investment insights, and contribute to improving mutual fund products.
• Ensure timely and accurate execution of investment transactions, proper documentation and authorization, and compliance with laws, regulations, fund mandates and internal policies.
• Assist with fund valuations, regulatory and statutory reporting, and prepare regular portfolio performance reports for management and committees.

Required profile

• Bachelor's degree in Finance, Economics, Accounting, Investment Management, Business Administration or a related discipline.
• Professional qualification such as CFA, ACCA, CIMA or another investment/finance qualification is an advantage.
• At least 3-5 years of relevant experience in portfolio management, asset management, investment management, research, treasury or a related financial services environment.
• Experience managing mutual funds, collective investment schemes, pension funds or institutional portfolios is an advantage.
• SEC Investment Advisers License is required.

Required skills

• Strong knowledge of portfolio management, asset allocation, diversification, fixed income and equity markets, and benchmarking.
• Understanding of investment risk management and securities and investment management regulations.
• Strong financial modelling and quantitative analysis skills.
• Proficiency in Microsoft Excel and relevant investment/portfolio management systems.