Job Family Card - Portfolio/ Fund Management

Work on matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Manage an individual’s or company's securities such as stocks and bonds, as well as other assets such as real estate, in order to earn the maximum profits within a stipulated time frame.

Job Family Code

CPF

Career Path View

Job Roles

Card Job Role Description

Job Role

Portfolio/ Fund Analyst

Job Family Code

CPF

Job Family

Portfolio/ Fund Management

Responsibilities

    Research, collect and analyse information on investment opportunities, market trends and competitors.

    Interview clients and acquire financial data to assess their positions.

    Monitor financial market changes and clients changing situations to update the portfolio and analyse impact of these.

    Participate in account reviews and communicate with clients.

    Develop or use existing platforms or investment software to track investment performance and generate financial reports.

Card Job Role Description

Job Role

Assistant Portfolio/ Fund Manager

Job Family Code

CPF

Job Family

Portfolio/ Fund Management

Responsibilities

    Support in the development and operations of the portfolio and assist related functions with portfolio analytics.

    Support the assets allocation process that establish an acceptable exposures to asset classes to achieve the client’s long-run objectives and constraints.

    Propose investment options and provide solutions according to clients needs and risk appetite.

    Perform and manage trading and portfolio/ fund management services.

    Review of client related mandate and adherence to these mandates.
     

Card Job Role Description

Job Role

Portfolio/ Fund Manager

Job Family Code

CPF

Job Family

Portfolio/ Fund Management

Responsibilities

    Establish an investment strategy and objectives, selecting appropriate investments and allocating each investment for a fund or asset-management vehicle.

    Develop portfolio model according to the fund risk tolerance and ensure rebalancing in a timely manner to minimize risk relative to a target asset allocation.

    Ensure portfolio diversification to avoid risk concentration and guarantee overall returns.

    Develop innovative approaches, tools, and techniques for modelling changes in security valuations and to support the trading transactions.

    Manage the performance of the Portfolio and ensure optimisation and enhancement through proactive and defensive positioning.

Card Job Role Description

Job Role

Head of Portfolio/ Fund Management

Job Family Code

CPF

Job Family

Portfolio/ Fund Management

Responsibilities

    Contribute to the formulation of the overall organization's strategy, in collaboration with others in the executive team, focussing the organization's Portfolio Management.

    Approve and ensure implementation of Portfolio Management policies and procedures and ensure its efficiency.

    Manage Portfolio Management and ensures its compliance to regulatory requirements as well as market Standards.

    Manage and monitor Portfolio Management budget for cost efficiency.

    Manage internal and external relationships and represent the organisation in all business matters related to Portfolio Management.

    Approve the investment strategy and objectives, ensuring proper asset allocation for a fund or asset-management vehicle.

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