Portfolio Manager at CIC Insurance

PURPOSE:

Responsible for construction and management of client portfolios. He/she is also responsible for client reporting and making investment decisions within an investment committee.

PRIMARY RESPONSIBILITIES:

• Developing and implementing effective investment processes and strategies that comply with the industry standards and relevant regulations.
• Implementing robust thought process around the investment philosophy, strategy, and portfolio management process.
• Keeping up to date with any changes or developments in the investment sector and providing clients with investment recommendations.
• Participation in full investment cycle: client appraisal, research, asset allocation, security selection, portfolio rebalancing, compliance, reporting, as well as new product development.
• Achieve investment returns above given benchmarks.

GENERIC DUTIES:

• Carry out performance appraisal, coaching and mentoring staff;
• Resource allocation, staffing and leave approval;
• Participate in planning and budgeting for the department and
• Participate in various meeting and committees and acting as spokesperson on behalf of the company.

STAFF MANAGEMENT

• Foster a high-performing culture in the department.
• Monitor internal performance within each spend segment/category
• Champion continuous improvement

AUDIT, COMPLIANCE AND RISK MANAGEMENT

• Strict adherence to all regulations, statutes, standards, practices and all internal processes and procedures as per the relevant manuals and comply with all relevant external legislation and regulations with regard to Compliance requirements.
• Ensure that as a staff you actively contribute to the department/division attaining a “good” rating in both internal and external audit by performing your role to the required standards and adhering to all internal processes and procedures as per relevant manuals, policies and regulations of the Company.
• Ensure that all risk management requirements within your remit are addressed and where necessary escalated through the available defined channels.

Academic and Professional Requirements

Education

• Bachelor’s Degree From any recognized chartered university  
• Master’s Degree    From any recognized chartered university 

Professional Qualifications

•  ICIFA, CISI CFA, CIPM

Experience Required:

• Relevant experience    6