Job Description

DescriptionPrimary 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

RequirementsRequirements:
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 onboardedMinimum 2-3 years working experience in credit with exposure to credit risk management and commercial / corporate including credit processing, evaluation and appraisalPossess 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 acumenBenefitsDental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

RHB Bank