Job Description

Job summary: To outperform relative benchmarks in managing client’s investment portfolio, given a discretionary mandate, and to ensure that all transactions are in accordance with applicable model portfolios and various equity strategies, regulations, operational processes and internal policies, and client approved IPS or investment guidelines, strictly observing investment restrictions/limitations in order to achieve client’s investment objectives.Responsibilities : Managed portfolios and strategiesPrepares materials and conducts fund performance review with the concerned clientMonitors and reviews the performance of his assigned accountsProvides support to RMs by serving as resource person during client meetingsEnsures compliance to the ERTF Model portfolios and various equity strategies Ensures compliance to client-approves IPS or investment guidelines

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