Management of equity portfolios within its mandates and strategy
Daily monitoring of portfolios position and stock prices, portfolio rebalancing and execution of trade orders
Perform quantitative analysis including shariah portfolio screening, valuation, comparable company analysis, value driver analysis and performance analysis
Assist CIO/CEO on ad hoc basis- Grp Shariah papers and Board paper
Write up on market review and outlook for clients, annual and interim reports for unit trust funds and other meetings as required
Make presentation on investment proposal to potential clients, distributors and internal committees
Management of equity portfolios within its mandates and strategy
Daily monitoring of portfolios position and stock prices, portfolio rebalancing and execution of trade orders
Perform quantitative analysis including shariah portfolio screening, valuation, comparable company analysis, value driver analysis and performance analysis
Assist CIO/CEO on ad hoc basis- Grp Shariah papers and Board paper
Write up on market review and outlook for clients, annual and interim reports for unit trust funds and other meetings as required
Make presentation on investment proposal to potential clients, distributors and internal committees
Management of equity portfolios within its mandates and strategy
Daily monitoring of portfolios position and stock prices, portfolio rebalancing and execution of trade orders
Perform quantitative analysis including shariah portfolio screening, valuation, comparable company analysis, value driver analysis and performance analysis
Prepare monthly performance write up for factsheets ( unit trust funds)
Prepare monthly performance review report for clients( mandate portfolios)
Put together investment proposals and presentation materials for potential clients
Attends company visits and interview with its management
Clients servicing-include marketing and attend clients review meeting on monthly basis
Assist CIO/CEO on ad hoc basis- Grp Shariah papers and Board paper
Involved in preparing term sheet, marketing materials, due diligence feedback for new product lines
Write up on market review and outlook for clients, annual and interim reports for unit trust funds and other meetings as required
Make presentation on investment proposal to potential clients, distributors and internal committees
To observe the portfolio is in compliance to mandate/parameters at all times
Requirements
Bachelor Degree - Bachelor\xe2\x80\x99s Degree in Accounting, Finance, Economics and/or Business or related qualifications.
Minimum 2-3 years working experience in credit with exposure to credit risk management and commercial / corporate including credit processing, evaluation and appraisal
Possess strong credit writing and analytical skills
Able to work in a high pressure environment as well as in a team
Excellent verbal communication and interpersonal skills
Proactive, energetic, result oriented and possess good business acumen