Asset Manager
Your responsibilities
- Asset Manager specialized primarily in Structure Products, as well as Bonds, Equities and Funds
- Reporting to the Investment Committee and working closely with Advisory Team and the Head of Structuring and Distribution
- Effectively run Discretionary Portfolio Management (DPM)portfolios following the guidelines of investment policy statement.
- Manage individual portfolios following clients’ investment objectives and restrictions.
- Buying and selling securities in client accounts and certificates to maintain a specific investment strategy, or to reach an investment objective.
- In case-by-case attend client meetings, including informing clients of market conditions, updating them on investment research and economic trends, and discussing their portfolio performance and investment objectives.
- Evaluating the performance of different DPMs and individual investment portfolios and ensuring compliance with investment policy statements.
- Staying up to date with relevant investment and trading news, and economic trends.
Your profile
- 5 or more years’ professional advisor / portfolio management experience.
- Bachelor’s degree in business, economics, or finance.
- (Optional) Professional certification as a Chartered Financial Analyst (CFA), or similar qualification, such as a CPA.
- Detailed understanding of capital markets.
- Exceptional analytical skills.
- English (fluent), French (fluent)
- Proficient in various financial management software, such as FactSet, Morningstar Direct, Bloomberg Terminal, and BlackRock Aladdin.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access).
- Excellent written and verbal communication skills.
- Highly organized and detail-oriented.
If you match this profile and you are interested in this position, please send me your full application (CV, work certificates and diplomas) as soon as possible!
