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Summary

Vacancy: 01
Age: at least 30 years
Location: Dhaka (Gulshan)
Maximum Salary: Negotiable
Experience: 5 to 9 years
Published: 24 Oct 2024

Requirements

Experience

5 to 9 years
The applicants should have experience in the following business area(s):
Banks, Investment/Merchant Banking, Share Brokerage/ Securities House

Additional Requirements

Age at least 30 years

5-9 years of experience in a Stock Brokerage, Non-Banking Financial Institution or a Banking Institution.
CFA certification is required.
Bachelor’s or Master’s degree in finance, economics, or business.
Significant experience in asset management or investment advisory.
Strong analytical and risk management skills.
Excellent communication skills to explain complex investment strategies to clients.
Proficiency in Microsoft Excel for portfolio analysis and reporting.
Fluent Proficiency in Bangla and English

Responsibilities & Context

Context:

We are seeking a highly skilled and passionate Portfolio Manager with a CFA certification to manage client portfolios and meet their financial objectives. The ideal candidate will have a deep love for the stock market, a strong understanding of financial markets, investment vehicles, and asset allocation strategies. With a natural enthusiasm for following market trends and analyzing investment opportunities, the Portfolio Manager will possess excellent decision-making skills and a deep commitment to delivering exceptional client service.

Responsibilities:

Market Research & Analysis: Stay up-to-date on financial markets, economic data, and global events, performing fundamental and technical analysis to identify investment opportunities or risks.
Portfolio Construction & Adjustment: Allocate assets, rebalance portfolios, and manage risks in line with client goals, investment horizon, and risk tolerance.
Trading Execution: Execute trades efficiently while minimizing costs and ensuring liquidity.
Client Communication: Regularly update clients on portfolio performance, strategies, and market conditions; prepare reports and meet clients to adjust strategies as needed.
Performance Monitoring:Continuously track portfolio performance against benchmarks, evaluating returns and conducting attribution analysis.
Compliance & Regulation: Ensure adherence to regulatory requirements and maintain ethical standards in all client interactions.
Strategy Development: Develop new investment strategies and backtest them, using scenario planning to ensure portfolio resilience in various market conditions.
Team Management: Work with analysts and manage other team members to refine strategies, gather insights, and ensure effective execution of the portfolio strategy.Key Performance
Indicators (KPIs):
Achieving absolute and risk-adjusted returns in line with client objectives.
Managing volatility, drawdowns, and portfolio risks.
Outperforming benchmarks and generating positive alpha.
Maintaining high client satisfaction through effective communication and strategy customization.
Challenges:
Managing client expectations, especially during market volatility.
Simplifying complex financial concepts for clients.
Adapting to changing client goals and market conditions.
Justifying fees in a competitive landscape.
Navigating regulatory and compliance requirements.

Skills & Expertise

Client Relationship Management

Market Research Analysis

Performance Management System

Strategy Development

Team management

Compensation & Other Benefits

Competitive salary and incentive pay based on performance.

Workplace

Work at office

Employment Status

Full Time

Job Location

Dhaka (Gulshan)

Source link

To apply for this job email your details to admin@chakricircular.com