PPMZ | Portfolio Manager – Wealth Solutions

Job description

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

The role of the Portfolio Manager – Wealth Solution is to support the Head of Wealth Solution in the management of both corporate and retail clients under the Prudential Investment Fund (PIF). The Manager will be responsible for conducting in-depth portfolio analysis, apply market insights, financial and market data analysis in providing asset allocation and rebalancing recommendations to optimise portfolio performance.

Principal Accountabilities: 

Portfolio Management: 

Monitor both local and foreign markets and economic fundamentals to assess factors that are likely to affect the portfolio.
Assist in constructing model portfolios that align with unit trust mandates and risk profile.
Conduct portfolio analysis including portfolio rebalancing to ensure return and risk optimization, diversification and adherence to each fund objective.
Monitor portfolio risk exposures against risk limits and rebalance portfolios to maintain desired asset allocation.
Perform performance attribution analysis to understand sources of return and performance of portfolios versus benchmarks and comparable assets.
Verify and ensure accuracy and integrity of models and input data used in investment reports, internal management reports and decision making.
Conduct scenario testing and stress testing on portfolios.
Conduct any other duties as may be assigned from time to time.

Compliance:

Assess, monitor and manage portfolio risk exposures and ensure compliance with regulatory requirements and policies.
Flag breaches of investment guidelines or constraints and recommend corrective actions to clients and management.
Ensure adherence of portfolio reports and documentation to internal branding guidelines.
Adhere to internal governance policies and procedures.

Reporting: 

Produce investment reports for clients, and provide investment commentaries, and portfolio performance analyses and reviews.
Conduct and Make presentations to stakeholders and respond to client inquiries on portfolio performance and strategy.
Prepare and present ad-hoc reports to internal and external stakeholders.

Record Keeping: 

Maintain accurate records of portfolio models, transactions, reports and documentation.

Client and Stakeholder Management: 

Close collaboration with internal stakeholders: Business development, Investments, Finance and Marketing etc
Attend client meetings, communicate portfolio and market information to clients, and client requirements to management.
Maintain liaison with clients, custodian, and other stakeholders to ensure customer satisfaction and collaboration.
Provide investment support and advisory to clients, potential clients and management.

Technical And Behavioural Attributes/Core Competencies

Investment and portfolio management knowledge.
Be a persuasive communicator (both written and verbal) with an ability to operate in and communicate at all levels in the organisation
Mature, good interpersonal skills and articulate, with an ability to communicate, facilitate and present effectively.
Problem Solving.
Result-orientated and solution-focused, but also Intellectually curious and creative.
Resourceful, flexible and able to adapt and respond in a rapidly changing environment.
Open to challenges and debate and able to work well in a small cohesive team but also take initiative and work autonomously when required.
Excellent quantitative and numerical skills.
Passion for financial markets and investments.

Experience, Knowledge & Skills:

Bachelor’s degree in finance, Business studies, Economics (or related) /Partial CIMA/ACCA/CFA
Certificate in Investment Advisors and Stockbrokers Course, MBA – Finance (or related) /Full CIMA/ACCA/CFA added advantage.
Minimum 4-5 years of experience working in investment management, financial analysis, or related role.
A flair of offshore experience will be an added advantage
Applied experience in investment management is a must.
Understanding and knowledge of capital and financial markets.
Excellent IT skills and competent user of Excel, Power Point and MS Office suite.
Good communication skills.

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.