Senior Portfolio Manager, WAM Ghana

JOB PURPOSE
▪    The Asset Management Business of EDC requires the expertise of a Senior Portfolio Manager to oversee the Portfolio Management activity of a group of Portfolio Managers and Investment Analysts in respective Countries with the view of effectively managing the Investment Portfolios of clients in line with their Investment Objectives. The role contributes to the growth of Assets under Management (AUM) and Revenues of the business.

JOB CONTEXT
▪    The role requires the ability to establish and manage relationships with key actors in the financial markets such as Brokers, Treasurers of Banks, Corporate Issuers, Transaction advisors on Equity and Fixed Income issuances, and Key corporate clients such as Insurance Companies, Pensions Fund Trustees, Endowment Funds and Provident Fund Clients.
▪    Internally, the Lead Portfolio Manager is required to manage key relationships with functional Units such as Compliance, Internal Audit, Sales and Business Development, Middle Office and Operations. It requires being on top of issues and making significant input during Management meetings of respective Asset Management business in- Country.

KEY RESPONSIBILITIES

• Portfolio Construction
  ▪    Development and or Identification of client’s Investment Objective. The role requires the Senior Portfolio Manager to be able to identify client’s Investment Objectives based on interaction with the Client. This activity covers both institutional and High Net Worth Investors. For pre-determined Portfolios such as the Collective Investment Schemes, he/she is expected to clearly understand the stated investment objective of the scheme and be guided accordingly. He/she must communicate clearly with client to determine their respective desired return and risk tolerance
  ▪    Choose the Optimal Asset Classes. Based on the investment objective, he/she is required to determine the most suitable. This asset mix include but not limited to Equities and Fixed Income
  ▪    Implementation of Investment Strategies. He/she is expected to develop, recommend and implement investment strategies for portfolios subject to necessary approvals from the Investment Committee.
• Fundamental and Technical Valuation and Analysis
  ▪    The Senior Portfolio Manager is expected to lead Equity and Fixed Income Valuation of the Portfolio Management Team. This requires a strong understanding of all key valuation methodologies such as Dividend Discount Model (DDM), Free Cash Flow to the Firm (FCFF), Free Cash Flow to Equity (FCFE), Enterprise Value and other relative valuation Techniques
  ▪    Co-ordination of Financial Statement Analysis process of the Portfolio Management. For all key investment holdings, ratio, growth and trend analysis is required to be performed and must be spearheaded by the Senior Portfolio Manager.
  ▪    Co-ordinate and lead Macroeconomic analysis of indicators such as Inflation, GDP, Exchange Rate, Government revenues and deficits to