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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
 | | Position Title: |
Portfolio Manager - Equities (Generalist) |
| Position Code: | 915 | | Career Level: | 3 |
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Responsible for
Managing a fund or portfolio of funds (either Australian or international) in order to meet investment targets. |
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Reports To
Manager - International or Australian Equities. |
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Supervises
Assistant Fund Managers, Analysts. |
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Main Activities
Managing portfolios in-line with organisational investment objectives, plans and philosophies.
Generating strong investment performance through selecting undervalued assets within nominated fund/Portfolio.
Analysing nominated industrial/geographic areas to assist in the formulation of asset allocation strategies.
Managing level of risk exposure to provide effective Portfolio insurance.
Executing relevant trades and transactions.
Preparing structured reports to present to Senior Management/Investment Committee.
Assisting marketing professionals in understanding and promoting fund/Portfolio.
Providing technical support to team members.
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Key Skills
Advanced communication skills, both written and verbal.
Detailed knowledge of Equities markets.
Strong planning and analytical skills.
Proficient in spreadsheet and statistical software packages.
Strong numerical skills.
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Internal Contacts
Research Analysts, Marketing, Equities Management. |
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External Contacts
Brokers, Clients. |
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Typical Experience
5 - 8 years experience in Securities/Equities analysis coupled with tertiary qualifications in Business, Economics or Finance with SIA qualifications. |
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