|
| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
 | | Position Title: |
Assistant Portfolio Manager - Equities (Generalist) |
| Position Code: | 920 | | Career Level: | 2 |
|
|
Responsible for
Assisting Fund Managers by researching, analysing and suggesting potential Equity investments. |
| |
Reports To
Fund Manager. |
| |
Supervises
No supervisory responsibilities. |
| |
Main Activities
Analysing investment performances of fund in-line with investment objectives, plans and philosophies.
Analysing results/trades and developing appropriate reports for Fund Manager.
Applying knowledge of specific industrial/geographic sector to assist in the formulation of investment strategies.
Managing and building informative databases of investment information.
Assisting Fund Managers in the preparation of structured reports to Senior Management/Investment Committees.
|
| |
Key Skills
Good communication skills, both written and verbal.
Strong numeric/statistical skills.
Proficient in spreadsheet and statistical software packages.
|
| |
Internal Contacts
Research Analysts. |
| |
External Contacts
Brokers. |
| |
Typical Experience
2 - 4 years experience in Securities/Equities analysis coupled with tertiary qualifications in Business, Economics or Finance. May have SIA qualifications. |
| |
| |
| |
