Manager Investment Banking

Department:                        SASIM

Reports Directly to:             HEAD, ASSET MANAGEMENT

1.0    PURPOSE

To manage the portfolio of individual clients and institutions of the company.

2.0   DUTIES

§ Manage investment portfolios, including making buy or sell decisions based on research and due diligence, monitoring and changing portfolio allocations, and employing risk management techniques to identify and manage variability.

§ Meet with institutional investors and other clients regularly to review investment performance, update on the markets, exposures and positions, including objectives and asset allocation models, develop and recommend strategies, products and services to achieve their investment goals.

§ Liaise with relevant third parties such as fund administrators, custodians or banks, trustees, lawyers and accountants, and attend industry events.

§ Produce marketing materials such as pitch books, reports, presentations, financial analysis, fund mobilization documentation, etc.

§ Grow existing clients, and develop and cultivate new client prospects, and market and promote our range of need-based investment solutions, products, services and capabilities.

§ Work closely with investment analysts to analyze financial data, identify appropriate investment opportunities, and make research-based and informed investment decisions.

§ Maintain up-to-date knowledge on the financial markets, industries, companies, and investment products available to corporate and individual clients, including bonds, stocks, funds, alternatives, etc.

§ Meet individual deposit and investment management goals, deliver portfolio growth and achieve risk-adjusted investment returns that exceed set benchmarks.

§ Ensure that portfolios are managed in accordance with regulations and that reporting requirements are met. 

§ Perform related duties and projects as assigned by Supervisor.

3.0    DEPARTMENTAL RELATIONS

-       Maintains contact with all employees of SAS, SASIM and all related companies.

4.0    EXTERNAL RELATIONS

-       Maintains contact with service providers, hardware/software service providers, and other service providers.

5.0    RESPONSIBILITY FOR ASSETS

- Responsible for the conservation and efficient utilization of computers, hardware/software, and other resources assigned.

6.0    COMPETENCIES

6.1    EDUCATIONAL QUALIFICATION & WORK EXPERIENCE

-  A minimum of 5 years as a Fund Manager or a similar role.

-  A minimum of a first degree in Finance, Accounting, Economics, or in other discipline and with experience in the investment management industry.

-  Not a prerequisite but certification in CFA, ACCA, ICA or CIMA and master’s degree in Finance would be an advantage.

-  Should have successfully completed the Ghana Stock Exchange (GSE) Securities Courses and passed the examinations at all levels.

6.2    TECHNICAL

-   Broad-based technical knowledge of investment products and services, and investment management operations.

-   Knowledge of fiduciary standards, principles and applicable laws and regulations.

-   Excellent analytical skills, and proficiency with investment analysis and techniques.

-   Experience and superior skills in negotiating, delegating, leadership, client service and relationship management. 

6.3    PERSONALITY

-    Must have a well-developed network and established relationships in the investment and financial industry.

-    Must be a people person and team player with excellent interpersonal skills.

-    Must have strong written, verbal communication and presentation skills.

-    Strong organizational skills and ability to prioritize and make decisions in a fast-paced environment.

Application Guidelines

Qualified applicants must clearly indicate their full name and the position applied for as the email subject.

All CVs must be saved using the applicant’s full name (e.g., Fred Mensah – Network Engineer CV). Applications that do not follow the subject format or have improperly named CVs will be automatically disqualified.

Interested and qualified applicants should send their Curriculum Vitae to: tracy.topez@sasghana.com

<