• Bachelor's degree (minimum Second Class Honours) in Finance, Economics, Business Administration, or a related field.
  
• A Master's degree (MBA, MSc Finance, or equivalent) is an added advantage.
  

Portfolio Management & Investment Strategy

• Evaluate and monitor portfolio performance to ensure consistency across clients with broadly similar mandates, while actively seeking to outperform agreed return benchmarks.
  
• Identify and execute appropriate asset allocation strategies across equities, fixed income, money markets, and alternative asset classes, with due regard to risk management and regulatory compliance.
  
• Develop, review, and manage client assets strictly in accordance with individual investment mandates, liaising with the back office and external service providers on portfolio accuracy, amendments, and reconciliations.
  
• Ensure all portfolio decisions are consistent with the investment committee's approved strategy and AAMC's risk framework.
  

Research, Analysis & Investment Committee

• Lead the team in conducting rigorous research and analysis on companies, sectors, and macroeconomic trends, incorporating both internal findings and reputable third-party research.
  
• Participate in and summarise management earnings call reviews, particularly for stocks held in client portfolios, and share key insights with management and the investment committee.
  

Client Reporting & Thought Leadership

• Lead the team in delivering timely and accurate client reporting, including monthly fact sheets for unit trust fund mandates, periodic third-party reports, and ad hoc performance updates.
  
• Produce high-quality thematic investment notes and thought leadership content targeting current and prospective clients, reinforcing AAMC's positioning as a trusted investment partner.
  
• Demonstrate proactivity in client service by providing timely investment advice, statements, and query resolution, with a view to enhancing client retention and deepening relationships.
  

Compliance, Governance & Broker Management

• Lead the team in conducting due diligence on brokers, banks, and other service providers, recommending a bank panel and respective counterparty limits to the investment committee.
  
• Review and monitor the dealer's transactions with brokers and banks, reporting on their alignment to the overall investment strategy and compliance with established limits.
  
• Ensure adherence to regulatory requirements set by the Capital Markets Authority (CMA), Retirement Benefits Authority (RBA), Insurance Regulatory Authority (IRA), and other applicable bodies.
  
• Uphold fiduciary duty to clients at all times and adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct, or equivalent ethical framework.
  

Business Development & Marketing

• Collaborate with and support the business development team in meeting overall business objectives, including marketing initiatives, responding to tenders, sourcing new business, and contributing to product development.
  
• Actively participate in client acquisition efforts, representing AAMC professionally in client meetings, industry forums, and investment conferences.
  

Leadership & governance responsibilities

• Supervise, mentor, and appraise subordinate staff including Research Analysts and the Dealer, assigning duties and maintaining high standards of output.
  
• Evaluate staff performance and provide timely, constructive feedback during appraisal cycles, supporting the professional development of the team.
  
• Actively contribute to Investment Advisory Committee decisions by providing insights derived from considered research and analysis.
  
• Foster a high-performance, client-centric team culture that aligns individual strengths with AAMC's investment objectives.