Tuesday, January 12, 2016


Our client, a leading Financial Services Institution with its Head Office in Lusaka is looking to employ on a permanent and pensionable basis the services of a Portfolio Manager.
Job Purpose:
To lead a small team to carry out investment research, make sound investment analysis, recommendations and decisions across all asset classes; equities, property, fixed income, offshore investments and cash – for the optimum management of the funds. To build and maintain relationships with existing institutional clients as well as prospects, through regular interaction and new business efforts.
Key Job Demands:
  • To build and maintain relationships with counterparties such as financial institutions, regulators and other related parties
  • Appraisal of off-market investments and recommendations to invest
  • Making use of the database for investment decision making and portfolio management
  • Quarterly reporting on performance of funds
  • Review of Analysis of LuSE listed stocks and recommendations
  • Delegation of tasks to other members of the team
  • Contacts with clients and other stakeholders
Job Responsibilities:
Typical tasks include
  • Analyses and interpretation of potential investments for clients and the company
  • Review  of economic statistical data from various financial institutions
  • Personally reviews some financial results produced by LuSE listed companies and unlisted financial institutions and also reviews analysis of team members in reviewing such organisational reports
  • Supervising the lodging  bids for treasury bills and government bonds with BOZ and LUSE respectively by team members
  • Prepare or review and present investment reports to Institutional Clients whilst
    Managing client accounts
  • Client Relationship Management for entire portfolio either directly or as delegated to team members
  • Management and leadership of the Investment team
  • Portfolio management in reviewing and revising investments in accordance with mandates to obtain best returns consistent with risk
  • Counterparty relationship management
  • Risk Management by ensuring compliance with regulation and client mandates on investments
Key Attributes and Abilities
  • Good oral and written communication skills
  • Hard working
  • Honest and Integrity
  • Team leader and reliable
  • Confident and presentable to clients
  • Analytical and numerate
  • Client focused
  • Persuasive
Further Experience Required
  • Stock brokers/financial advisors  training
  • Financial analysis
  • Financial modelling and quantitative inclination
  • Presentation skills
  • Project/Corporate Finance experience
  • Network and relationship builder
Academic Qualifications
  • University entrance – degree in Economics/Finance/Mathematics/Engineering
  • 5 – 7 years working experience in financial services institutions and should have at least 3 years managerial or supervisory skills experience.
Minimum Professional Qualifications
  • CFA qualification
  • Professional qualification and or Masters/MBA
  • FRM qualification
To apply email your CV in MS WORD format, the closing date is 18th January, 2016
To apply for this job please visit the following URL: →


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