Portfolio Manager (CICAM) 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:

• Evaluate and review asset allocation and other investment decisions on an ongoing basis to ensure optimal performance;
• Attend client’s (existing) meetings to report on portfolio performance and present investment strategy for approval;
• Monitor, re-balance and re-align the various portfolios to ensure adherence to client mandates, internal house view and regulatory framework;
• Develop a list of approved counterparties for vetting as part of an investment committee;
• Conduct portfolio analysis to make recommendation regarding asset allocation;
• Conduct research on viable opportunities and develop reports on investment analysis to facilitate the investment decision process;
• Train and orient new clients and assist all members to enhance their knowledge through appropriate educational opportunities;
• Participate in the development of new investment products and
• Participate in new client tenders and make presentations where necessary.

PERSON SPECIFICATIONS

Academic Qualifications

• Bachelor’s degree in Economics, Finance, Statistics, Commerce, Applied Maths or in a related field.

Professional Qualifications

• CFA, ICIFA,

Experience

• Minimum of eight (8) years’ relevant experience, four (4) of which at supervisory level

Skills and Attributes

• Excellent communication and presentation skills
• Problem solving skills
• Excellent interpersonal skills
• Leadership skills
• Good negotiation skills
• Good analytical skills
• Computer literate in MS Office and other office applications
• Understanding of the working environment /competitors
• Technical competence in asset management operations