Portfolio Manager @ Cbbc-setapak
6 months ago
Working Hour
- Regular Hours
- Monday - Friday- Business Area
- Community Banking- Location
- Malaysia - Kuala Lumpur- 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 servicing-include 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 - Fridays, Casual Business Wear, Performance Based Rewards
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