Equity Portfolio Manager

Job Description

Job Summary

As the Equity Portfolio Manager, you will support the management of equity portfolios, conduct in-depth research, and contribute to the achievement of portfolio performance targets.

Job Details

-Manage equity portfolios in line with the company’s investment strategies and client objectives.
-Monitor portfolio performance, ensuring alignment with benchmark returns and risk parameters.
-Execute trade orders efficiently and in compliance with regulatory and internal guidelines.
-Conduct fundamental and technical analysis of equity securities to identify investment opportunities.
-Stay updated on macroeconomic trends, industry developments, and company-specific news.
-Prepare detailed research reports and provide actionable investment recommendations.
-Prepare periodic portfolio performance reports for internal and client review.
-Communicate investment rationale and portfolio updates to the Head of Investment Management.
-Assist in responding to client inquiries and providing insights on market developments.
-Ensure all investment activities adhere to regulatory and compliance requirements.
-Monitor portfolio risk exposures and recommend adjustments when necessary.
-Work closely with the broader Investment Management team to align strategies and achieve overall business objectives.
-Support ad hoc projects as directed by the Head of Investment Management.

Requirements

-Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
-5 years of hands-on experience in equity research, portfolio management, investment analysis, or asset management.
-Strong understanding of equity markets and investment strategies.