FI Portfolio Manager and Credit Structuring Specialist
01 October 2018
Web Ref : 388
Purpose of the Role: This person will be a portfolio manager and analyst, with a specific focus on credit and yield enhancements. The role will entail managing the credit exposure within money market, income, bond and multi-asset portfolios in conjunction with the lead portfolio manager, following the company’s philosophy and process. The person will be responsible for credit research across all listed instruments, SOEs and a growing book of unlisted instruments and any structuring required for bespoke debt deals. The person will be tasked with expanding the credit research process and coverage with the aim of making decisions that enhance fund returns. Mentoring and teaching younger staff is essential. Keep abreast of the latest developments and trends in the market and work toward driving efficiencies within the team and research processes. Follow a collaborative team approach that adheres to the company’s value framework. Duties and Responsibilities: 1. Interest Bearing Portfolio Management The key objective is to manage the yield enhanced components across all mandates with a focus on risk compensated yield • Work with the lead portfolio manager in setting the credit model for portfolios within all mandates • Give input to portfolio strategy and the generation of model portfolios, including: • Asset allocation decisions • Generate and motivate duration positions • Manage yield enhancement strategies • Manage credit utilisation across mandates • Risk mitigation through the use of derivatives 2. Renewable Energy and Infrastructure Deft Fund The key objective is to assist in the management of the Renewable Energy Fund and deliver on performance targets • Flow management • Deal evaluation • Deal negotiation and implementation • Legal structuring 3. Credit Research and Structuring The key objective is to advance credit research efforts and improve overall quality and coverage • Define the credit research/alpha framework • Expand credit strategies and market coverage • Drive new yield enhancement research • Research optimal structures and derivatives to generate strategy ideas 4. Back-up Portfolio Management Implementation • Assist with cash and income fund implementation when required • Act as back-up on Renewable Energy Fund 5. Client and stakeholder Interaction and Marketing The key objective is to represent the firm proactively and positively in all interactions • Represent firm in all required client interaction • Ensure internal sales and marketing feedback is optimal • PR (TV, Radio, written) Qualifications: • University Degree (Finance / Maths / Stats / Business Science) • CFA a plus • Programming a plus Skills/Competencies and experience: • 8+ years experience in fixed interest and credit research • The position is well suited to a seasoned investment professional with a strong track record in credit research and structuring • Exceptional interpersonal skills with the ability to mentor and grow staff • Demonstrated excellence in the field of credit research and portfolio management Key Competencies: • Accuracy is of the utmost importance • Outstanding organizational and leadership abilities, working in a structured manner • Must demonstrate ability to manage complex processes and be results driven in an uncertain environment • Excellent interpersonal skills, with the ability to work well in a team, listen and respond to new ideas, mentor and grow people with healthy levels of EQ • Excellent communication skills • Strong work ethic, self-motivated, driven and results oriented • Strong aptitude for problem solving and decision making • Ability to generate ideas and think logically • Strong level of excel • Strong knowledge of Regulations, including Regulation 28, CISCA and Medical Schemes Act • Knowledge of Financial Services Industry particularly the mechanics of CIS Funds • Good time management and handles stress well • AIM experience a plus • Ability to mentor younger team members
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