Job Description

Description

Primary Objective:

• 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

Key Responsibilities:

• 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

Requirements:
Bachelor Degree - Bachelor's Degree in Accounting, Finance, Economics and/or Business or related qualifications.

- CMSRL Module 9 and Module 10 - to be licensed once onboarded

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

Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards