Job Role : Investment Analyst
Reporting to the CFO, the Senior InvestmentPortfolio Associate provides investment analysis and information,financial recommendation, and manages the investment portfolio inaccordance with the corporate investment strategy.
He / she is taskedto meet the company’s financial targets and managementobjectives set by the Chairman and the CFO
Monitors and evaluates the performance of existinginvestments. Regularly conducts performance reviews.
Reviews and proposes changes to the corporate investmentstrategy, when applicable.
Monitorsadministration of investments including purchases and sales,capital calls, dividends distribution, maturity of investment,etc.
Provides monthly portfolio performancecommentary and cash flow outlook
Develops3-year strategic plan projections and detailed budget outlooks forconsideration
Maintains current knowledgeabout the financial products available and engages in regularresearch to stay updated about the economy, global financialmarkets, general current events and company decisions that mayimpact one another.
Works closely with CFO toassess financial information and investmentopportunities
Evaluates new investmentproposals and submits recommendations within the context of thecorporate investment strategy.
Prepares andAd-hoc reports on the investment portfolio and individualinvestments.
Attends AGMs of investeecompanies.
Liaises with assets and investmentsmanagers
Considers implications of economicand business developments affecting the investment portfolio andstrategy.
Uses complex financial models toproject future earnings and profit potentials and uses this data toform decisions and proposals
Developsrelationships and expands client networks in professional andsocial settings.
Strong analytical skillscombined with financial analysis training
Ability to work independently
Strongcommunication and writing skills
Ability tomeet and liaise with senior investment mangers
Atleast 5 years’ experience in similar position in arecognised and reputable financial institution.
University graduate in Finance, MSc in Finance / MBApreferred
CFA Level II is amust
CFA Level III is anadvantage