Job Description

Main Duties:

• Understand and Well-Informed on market characteristics and dynamics

You must maintain a current understanding of financial markets and changing market trends in order to actively manage the Fund\xe2\x80\x99s portfolios for optimum performance

Key Activities: * Read and understand relevant news and trade publications on an ongoing basis to maintain current understanding of financial markets, local and world events which impact portfolios

• Communicate regularly with other market analysts and researchers to discuss and receive current updated market developments and trends
• Network with industry experts to maintain current understanding of market trends and industry activities
• Conduct research on investment products, companies and other market factors and write regular reports to inform clients/investors, senior management and directors on the investment/company/market activities
• Meet (with the Board of Directors) with investors to provide quarterly commentary and market performance of dedicated portfolios managed by the firm under VCC fund structures

• Build and Maintain Portfolios by establishing asset mix and investment strategies

You are responsible for developing and maintaining a collection of investments (i.e. asset mix of equities and fixed income) according to a pre-determined investment strategy for the portfolio as determined by the Fund\xe2\x80\x99s investment policy. You shall be involved in setting the investment strategy (upon approval by the Directors of the Fund, or the Board of Directors of the Company) of each Fund managed by the Company. You shall be involved in maintaining the portfolio allocation on a day-to-day basis. Any trade execution and settlement in respect of buying and selling of investments (equities and fixed income or other asset classes) shall be executed together with another Director as part of Compliance requirements recommended by best practised regulations.

Key Activities: * Develop investment policies and strategies for the portfolio (e.g. target asset mix based on the ratio such as 80% equities/20% fixed income etc.), based on understanding of investor needs/fund requirements, return expectations, investment objectives and market/economic conditions

• Implement policies and strategies including securities research, selection and portfolio construction, direct portfolio investment and trading activities (i.e. sales and/or purchases of securities/investments) or consolidate assets on a daily basis as appropriate

• Evaluate performance against strategy and regulatory requirements

As investment management activities is a regulated activity, you are responsible for ensuring that your actions and activities related to their portfolios are in compliance with the relevant industry rules and regulations as well as the policies of the Company and the Fund and its investment strategies of the portfolio that are being managed.

Key Activities: * Assess portfolio to ensure compliance with regulatory requirements, Fund policies and portfolio investment strategies, ensure accuracy or trading transactions and compliance with industry rules and regulations (e.g. disclosure, privacy, anti-money laundering and anti-fraud requirements).

• Measure and evaluate portfolio performance (e.g. AUM growth and expense ratio etc) in order to ensure net income targets are met
• Evaluate the mix of assets within the portfolio to ensure it meets the risk tolerance levels as determined by the Fund\xe2\x80\x99s portfolio strategy
• Work with auditors in order to respond to audit enquiries

• Relationship Management

You shall be involved in establishing and nurturing client relationships in regards to the Fund that you are managing that shall be built on trust, integrity and performance. You are responsible for understanding the investor\xe2\x80\x99s needs and long-term objectives, which requires ongoing interaction with investors of the Fund. You may also be involved in developing new client relationships based on fund raising activities by the senior management of the Company and join any fund-raising activities by the senior management of the Company in attracting new business or Fund mandates.

Key Activities:

Maintain regular contact and ingoing dialogue with clients in order to: * Understand and remain current on changes in client\xe2\x80\x99s situation/needs (e.g. short and long term financial objectives, risk tolerance)

• Inform clients of changes in their portfolio and/or market trends that may affect client\xe2\x80\x99s or fund\xe2\x80\x99s financial objectives
• Develop business through contacts and referrals
• Make sales and marketing presentations to current and prospective clients on behalf of the organization in order to attract new investors, maintain and service existing clients
• Actively network with industry experts and other financial professionals (internal and external centres of influence) in order to increase personal and company profile.

CORE COMPETENCIES WE LOOKED FOR IN THIS ROLE:

1. Knowledge Requirements

You shall have deep and specific knowledge of:

• Investment theory and the portfolio management process of all asset classes
• Macroeconomics, Microeconomics and Capital Markets
• Financial products such as fixed income and equities, money market securities and currencies in order to create and manage successful portfolio strategies

2. Technical Skills:

You shall have specific technical competencies \xe2\x80\x93

• More than 7 years of professional experience in the financial markets or investment management industry is a must, specifically in research and/or portfolio allocation of a mix and diverse asset classes, but at minimal \xe2\x80\x93 stocks and fixed income asset classes
• Bachelor\xe2\x80\x99s Degree in a Finance-related major. Additionally, postgraduate qualifications such as Master\xe2\x80\x99s Degree or CFA or CAIA designation is a major plus
• Strong mathematical skills, quantitative and qualitative skills as well as proficient use of excel and other programs in order to be able to analyse financial data quickly and accurately in making projections or forecasts regarding portfolio performance
• Ability to write a solid markets commentary with good financial literacy
• Solid research skills in order to be able to conduct efficient and effective market research to support portfolio management activities
• Ability to monitor events and identify trends in order to assess risk and potential impacts on the investment portfolio/trends
• Advance computing skills and use of excel and other financial programs in order to effectively use financial analysis programs
• Expert application of financial and accounting techniques to maintain appropriate and accurate portfolio performance information
• Ability to use of a Bloomberg Terminal is essential

3. Soft Skills:

You shall have specific soft skill competencies \xe2\x80\x93

• Ability to synthesize complex data from multiple sources and convey it in user-friendly formats/ reports to inform users (e.g. investor clients, potential new clients, senior management)
• Strong business acumen to be able to weigh research reports and recommendations against real world knowledge and experience
• Strong relationship management skills in order to develop strong networks of expertise and deal with clients
• Strong presentation skills to be able to communicate information to clients, investors, senior management, executives and Board of Directors
• Strong client-focus and willingness to go the extra mile to ensure investor/client satisfaction
• Possess a \xe2\x80\x9cCan Do\xe2\x80\x9d attitude and takes initiative in resolving obstacles/situations/matters
• Strong focus on completing tasks given by Board of Directors/ CEO
• Willingness to constantly learn/upgrade skills related to job scope and job description

## IMPORTANT NOTE ##

Please be informed that only shortlisted candidates with the required skills, experience and fit will be notified for subsequent job interviews. All the best ! ##

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