Assistant Portfolio Manager

Job Description

A fantastic opportunity has become available for an Assistant Portfolio Manager to join a local investment company.

 

Key responsibilities will include:

  • Periodic monitoring of client portfolios for asset variances against underlying model
  • Rebalancing client portfolios to underlying model following asset allocation/currency target changes; cash additions or redemptions; periodic rebalancing activity
  • Comply with all investment restrictions specified in portfolio mandates
  • Monitor daily cash management and FX position of client portfolios and action where appropriate
  • Monitor and roll Forward FX currency hedges for client portfolios in line with current policy

 

More information about this role is available upon request – contact the team today for further details.