The portfolio manager will be accountable for a portfolio of high value and sophisticated clients characterised by a high touch client service and overall client experience and be a critical in guiding the investment process. It is important to foster collaborative and deep relationships with wealth managers and Advisors, respectively. They should drive client portfolio outcomes across Melville Douglas Diversified by converting investment direction, research views and market signals into multi-manager model portfolios, blending manager and implementation decisions that keep portfolios aligned to client objectives and responsive to changing conditions. Generate informed portfolio recommendations, challenge emerging risks & opportunities, strengthen risk-adjusted performance through disciplined analysis, review & execution within a governed framework.
Type of Qualification: First Degree
Field of Study: Business Commerce, Finance and Accounting, Actuarial Science
Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce, Finance and Accounting, Actuarial Science
Licenses & Certifications: Chartered Accountant (CA), Chartered Financial Analyst (CFA)
Experience Required
Asset & Portfolio Management
Investment & Asset Management
8-10 years
Experience constructing and managing multi asset or multi manager portfolios, including asset allocation, manager selection, exposure management and rebalancing decisions within an investment management or asset management environment.
7-8 years
Experience interpreting research outputs, market data and portfolio analytics to generate recommendations, evaluate scenarios and support portfolio positioning decisions under varying market conditions.
8-10 years
Experience engaging with investment, research and stakeholder groups to present portfolio rationale, influence decision-making and articulate performance, positioning and trade-offs in structured forums.
Behavioural Competencies:
- Articulating Information
- Challenging Ideas
- Checking Things
- Convincing People
- Developing Expertise
Technical Competencies:
- Active Investment Management
- Asset Management
- Data Analytics
- Economic Analysis
- Financial Analysis