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August 3, 2020 at 12:45 pm #849090freemanhyett57Participant
FCB Vacancies August 2020
FCB Vacancies August 2020
Portfolio Analyst
First Citizens Bank Limited
Apply Now
Description
The incumbent will be responsible for providing investment research, analytical support and investment recommendations as well as providing general support to the Portfolio and Investment Management team.
Duties and Responsibilities
- Analyzes existing and potential investments in line with the Fundâs objectives and constraints and prepare investment recommendations in collaboration with the Portfolio Manager
- Monitors macro and micro-economic investment environment locally and internationally, reports on any major market events (regional and international) that may adversely affect the investment portfolios as well as provides supporting analyses as required
- Prepares departmental reports for funds under management in an accurate manner within specified time frames
- Liaises with relevant market players, inclusive of merchant banks, brokers and other distributors when conducting due diligence on existing and potential investments or other relevant market information which may affect funds under management
- Prepares performance reports and assist the Portfolio Manager with the presentation to clients as required
- Provides analyses, obtains approval (where applicable) and delivers supporting documents. As well as, reviews trade information to ensure accuracy before settlement.
- Provides support to the Portfolio Manager in creating, maintaining and updating Investment Policy Statement (IPS) for mutual funds, individual and corporate clients
- Responds to customersâ requests, enquiries, incoming and outgoing calls, both local and foreign, in a courteous and timely manner consistent with operating standards and escalation to the Portfolio Manager where necessary
- Engages in marketing of the Groupâs products and services
- Assists the Portfolio Manager in the overall management of assigned portfolios
- Completes special projects and other related activities as assigned by the Portfolio Manager
Qualifications and Experience
- Bachelorâs Degree in Finance/Economics/Management, or equivalent qualification in a related field
- A minimum of two (2) yearsâ experience in a related field or industry
- Strong analytical skills and the ability to apply these skills to global financial markets as well as the local investment environment
- Knowledge of financial instruments such as fixed income, equities, derivatives and an understanding of market, credit and liquidity risk concepts
- Ability to read, analyze, interpret and use complex documents and forms
- Strong research, negotiating, problem solving skills, report writing, presentation and communication skills
- Proficiency in Microsoft Office Suite
- Knowledge of Bloomberg and other technical tools
- Knowledge of the Groupâs Operating Software Systems, Products and Services
Please be guided that the provided URL will re-direct you to the First Citizens Career Site.
FCB Vacancies August 2020
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