Head of Portfolio and Asset Management

Key Responsibilities

1. Portfolio Management (50%)

• Lead tactical and strategic decisions across all equity mandates.
• Oversee portfolio implementation and adherence to risk and performance objectives.
• Maintain and update the house view and performance scorecards.

2. Research and Strategy (20%)

• Oversee equity research covering macro, sector, and company analysis.
• Translate insights into actionable investment ideas.
• Ensure compliance with research and accreditation requirements.

3. Governance and Operations (10%)

• Support efficient trading and compliance workflows.
• Contribute to product development and process improvements.

4. Leadership and Development (10%)

• Manage, mentor, and develop the equities team.
• Represent the equities function in investment committees and reviews.

5. Stakeholder Support (10%)

• Provide portfolio updates and market insights to clients and partners.
• Participate in events and initiatives to promote the firms investment capabilities.

Qualifications

• Bachelors degree in Finance, Economics, Business, or related field.
• At least 10-15 years of experience in equities portfolio management or investment research.
• Advanced degree or certification (MBA, CFA, CPA) preferred.