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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Manager - Equities (Generalist) |
| Position Code: | 914 | | Career Level: | 5 |
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Responsible for
Managing equities activities and associated teams in order to meet investment targets. Equity instruments may include shares, company options and property trusts. |
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Reports To
Head of Equities or Chief Investment Officer. |
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Supervises
Fund Managers. |
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Main Activities
Managing a portfolio of equities funds in order to develop and grow a profitable business.
Researching, analysing and selecting Equity investments within international and/or Australian markets.
Undertaking general research of international and/or Australian equities markets.
Participating in investment committee activities.
Managing professional development of employees within department.
Executing business plans in-line with agreed investment objectives and philosophies.
Preparing complex reports and analyses for Senior Management.
Ensuring solid investment returns are achieved across all industrial and geographic sectors of investment.
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Key Skills
Sound planning and scheduling skills.
Advanced written and verbal communication skills.
Strong numeracy and statistical ability.
Investments and financial markets knowledge.
Proficiency in advanced spreadsheet and statistical packages.
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Internal Contacts
Fund Managers, Actuaries, Marketing Staff. |
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External Contacts
Brokers. |
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Typical Experience
8+ years experience in Securities/Equities analysis coupled with tertiary qualifications in Business, Economics or Finance with SIA qualifications. |
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