Portfolio Manager @ Cbbc-batu Pahat

2 weeks ago


Johor Bahru, Johor, Malaysia RHB Banking Group Full time
Working Hour

  • Regular Hours


Monday
  • Friday
  • Business Area


Community Banking
  • Location


Malaysia
  • Johor
  • Description

Primary 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 servicinginclude 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
  • Requirements

Requirements:

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 onboarded
Minimum 2-3 years working experience in credit with exposure to credit risk management and commercial / corporate including credit processing, evaluation and appraisal

Possess 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 acumen

  • Benefits
Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays
  • Friday
s, Casual Business Wear, Performance Based Rewards

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