Databank Financial Services Ltd

Portfolio Manager

Databank Financial Services Ltd

Accounting, Auditing & Finance

6 days ago
Easy apply New

Job summary

An investment firm committed to delivering sustainable value to its clients is looking for an experienced professional for the role of a Portfolio Manager. The successful candidate will be responsible for managing portfolios to sustainably provide risk- adjusted returns above benchmarks.

Min Qualification: Degree Experience Level: Senior level Experience Length: 5 years Language Requirement: English Working Hours: Full Time - 8 to 5 Applicant Location: Ghana

Job descriptions & requirements

Duties and Responsibilities:

  • Liaise with Business Development Officers to design Investment Policy Statements (IPS) based on clients’ individual risk profiles and special needs
  • Create a portfolio with the appropriate asset allocation that reflects the individual’s risk preferences
  • Manage portfolios according to the IPSs and Scheme Particulars to outperform benchmarks in a sustainable manner
  • Develop and adopt portfolio management strategies which provide positive alpha to investors
  • Structure, monitor and rebalance client portfolios
  • Report to individual clients, Board of Directors and/or Trustees
  • Conduct portfolio attribution analysis periodically
  • Secure and deepen partnerships with individual Clients and trustee companies
  • Supervise investment analysts if applicable


Education/Qualifications:

  • Bachelor’s degree in accounting, finance, banking or business-related course.
  • Must have written and passed CFA level I or level II
  • GSE/GISI Courses certification
  • Partial or full professional qualification in ACCA, CIPM or any accounting related course will be an advantage


Skills/Competencies:

  • Excellent quantitative and analytical skills
  • Proven understanding of finance, economics, and statistics
  • Excellent interpersonal and communication skills
  • Attentive to detail
  • Ability to work well under pressure
  • Advanced proficiency in Microsoft Office (especially Teams, PPT, Excel and Word)


Experience:

  • A minimum of five years’ experience in the Investment banking Industry specifically in portfolio management


Location: Accra

Salary: Attractive

Deadline: Thursday September 3, 2026.

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