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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Assistant Portfolio Manager - Fixed Interest/Cash/Bonds |
| Position Code: | 945 | | Career Level: | 2 |
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Responsible for
Compiling and analysing research in order to facilitate informed Fixed Interest/Cash/Bonds investment decisions. |
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Reports To
Portfolio Manager - Fixed Interest/Cash/Bonds. |
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Supervises
No supervisory responsibilities. |
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Main Activities
Generating analysis and research specific to one or all of Fixed Interest/Cash/Bonds.
Preparing both routine and ad-hoc reports for Portfolio Managers.
Managing and building informative databases of investment information.
Applying knowledge of sector to assist in the formulation of investment and asset allocation decisions.
Supporting Portfolio Managers through the provision of information and technical support.
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Key Skills
Good communication skills, both written and verbal.
Strong numeric/statistical skills.
Proficient in spreadsheet/statistical software packages.
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Internal Contacts
Research Analysts, Portfolio Managers. |
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| External Contacts |
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Typical Experience
2 - 4 years experience in financial analysis coupled with tertiary qualifications in Business, Economics or Finance. May have SIA qualifications. |
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