Equity Portfolio Manager

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
  
• 5 years of hands-on experience in equity research, portfolio management, investment analysis, or asset management.
  
• Strong understanding of equity markets and investment strategies.
  

• Manage equity portfolios in line with the company's investment strategies and client objectives.
  
• Monitor portfolio performance, ensuring alignment with benchmark returns and risk parameters.
  
• Execute trade orders efficiently and in compliance with regulatory and internal guidelines.
  
• Conduct fundamental and technical analysis of equity securities to identify investment opportunities.
  
• Stay updated on macroeconomic trends, industry developments, and company-specific news.
  
• Prepare detailed research reports and provide actionable investment recommendations.
  
• Prepare periodic portfolio performance reports for internal and client review.
  
• Communicate investment rationale and portfolio updates to the Head of Investment Management.
  
• Assist in responding to client inquiries and providing insights on market developments.
  
• Ensure all investment activities adhere to regulatory and compliance requirements.
  
• Monitor portfolio risk exposures and recommend adjustments when necessary.
  
• Work closely with the broader Investment Management team to align strategies and achieve overall business objectives.
  
• Support ad hoc projects as directed by the Head of Investment Management.