Portfolio Manager – Alternative Investments(CISL)

The Role

Specifically, the successful jobholder will be required to:

• Offer support in alternative investments sourcing, monitoring and reporting across all CISL mandates.
• Create, manage and offer support in reporting for suitable Special Funds for both Retail and Corporate clients.
• Ensure outperformance and compliance across all the Special Funds under CISL Management.
• Actively lead engagements with clients in their alternative investment activities and maximize returns for assets under management through the analysis of alternatives efficiencies and identifying opportunities for improved performance.
• Work closely with various alternative investments service providers and consultants to provide direction and oversight of business plans and asset strategies for alternative investments.
• Create and maintain appropriate alternative investment performance evaluation metrics and reports as well as evaluating the suitability of existing and proposed client investments.
• Provide pre-acquisition input in the due diligence process including review of financial and operating assumptions; model full life cycle financial analysis for each alternative asset from acquisition to disposal; and manage the integration of assets post-investment.
• Lead and drive engagements with relevant regulators and alternative investment professionals for purposes of product design, development and compliance.
• Ensure that all risk management requirements within your remit are addressed and where necessary escalated through the available defined channels.
• Research and give viable proposals to changes in the Alternative investments space in discussion with CIO CISL / respective client Boards.

Desired Skills and Experience

• Bachelor’s degree in a Business related field.
• Professional Certification — Must be a registered & practicing member of ICIFA.
• Chartered Financial Analyst (CFA) or CAIA will be an added advantage.
• Understanding of Alternative Investments as an Asset Class and Special Funds as an Investment Product.
• Understanding of marketing and customer service principles coupled with knowledge of financial and accounting principles.
• Personal organization and thoroughness coupled with the ability to work under minimum supervision with good judgement and decision-making skills.
• Pro-active in problem solving coupled with the ability to work under own initiative.
• Good attention to detail, an ability to see the bigger picture and a head for figures, margins, budgets, and revenue.
• Demonstrated ability to negotiate, develop and leverage mutually beneficial relationships.