Portfolio Manager at Rose Avenue Group

Job Responsibilities

• Direct Oversight - Ensure strategic alignment and facilitate quicker data-driven investment decisions.  
• Team Leadership- Leading three analysts, the Portfolio Manager will enhance research quality, strategy execution, and operational efficiency, addressing a critical leadership gap.  
• Meeting Market Demands - Increasing client expectations for advanced investment strategies and robust risk management necessitates a dedicated portfolio management leader.  
• Optimizing CIO Capacity - empowering the investment team and enabling the CIO to focus on strategic growth initiatives.
• Enhanced Performance - Use advanced analytics to drive superior risk-adjusted returns and capitalize on market opportunities.
• Improved Risk Management - Implement tools like daily Sharpe ratios, alpha generation, and Value at Risk (VaR) to refine risk mitigation and enhance portfolio resilience.  
• Operational Efficiency - Streamline processes, allowing senior leadership to prioritize longterm strategic goals.
• Scalable Decision - Making-Increase the investment team’s capacity for timely and effective decision-making, improving responsiveness to market dynamics.  
• Client Confidence - Strengthen relationships through consistent results, clear communication, and demonstrated commitment to investment excellence. 

Other Requirements

• Bachelor’s degree in Actuarial Science or related fields
• 5 years of experience in investment management, including unit trusts and third-party mandates.
• Proficiency in Python or a similar programming language is highly desirable and will be considered a significant advantage.
• Possess a strong foundation in portfolio management, leadership, matrix algebra, and compliance.
• Progression towards CFA/CAIA and CISI Level 1 & 2 is highly desirable.
• Investment qualifications from credible institutions such as the CFA Institute would be an advantage.
• Demonstrated pursuit of professional qualifications such as the CFA /CPA II /ACCA II or equivalent will be an advantage.
• Proficiency in investments software’s and Microsoft Office Suite, particularly Excel.  
• Excellent analytical and problem-solving skills.  
• Strong attention to detail and organizational skills.  
• Ability to work independently and as part of a team.  
• Excellent written and verbal communication skills.  
• Knowledge of investment products and financial markets.