Portfolio Manager

JOB PURPOSE

To assist the President-Investments to ensure that a consistent, high level of Investment oversight and

management support is maintained, by helping him with management and oversight of the Investment teams, reviewing portfolio composition and performance, and Investment risk, supporting him in

the production of

reports and presentations, in developing strategies to improve overall performance and Investment risk management

of the various teams and for his decisions about staffing plans/product mix

PRINCIPAL ACCOUNTABILITIES

Portfolio and Investment risk Oversight

Review portfolios and performance of the Investment teams. Help with data required for improving

Investment performance. Prepare risk management reports

Leverage Investment team portfolio reports to create aggregate Group performance, risk and exposure

reports Coordinate the production of holdings and performance reports for management and present results

to management and business partners

Provide evaluations of portfolio risk, including analysis of value at risk (VAR), interest and spread duration,

and equity duration

Maintain data used for identifying, collecting, capturing, analyzing, and measuring exposure, risk and

returns Assist with the performance data on Investment teams for annual reviews

Monitor financial and non-financial risks related to investments and market

Maintain dashboards

Build reports in Bloomberg and Excel

Undertake quantitative analysis using financial packages and software, including portfolio management software

Investment Policy and Framework

Assist in the review of research and investment policies, Investment process development and enhancement,

Investment risk framework, research collaboration between teams, local regulatory frameworks, and

performance evaluation

Track, monitor and provide inputs to drive ESG portfolio for entire investments segments of the Group

Deliverables and Projects

Assist in coordinating and implementing projects within the Group. Work with CIOs on projects directed

by President-Investments

Document and track the results of all action items and deliverables. Track various issues under investigation

and resolution process and provide regular reports on the status

Release a monthly newsletter which includes key events affecting markets, announcements and other

regulatory updates

Reports and Presentations

Assist in the design and preparation of presentations and other materials for use by President-Investments.

Research content and validate data for presentations. Assist with quality content for Interviews, meetings with CIOs

and other meetings as well as for white papers

Assist in the preparation of board and IC presentations. Gather data for the same

Work independently on monthly Investment Committee reports and other presentations in liaison with

group companies

Investment Administration

Support with Investment administration tasks and with Investment management resources and tools Become

proficient in the use of the Group’s portfolio accounting, trading and performance measurement systems

MAJOR CHALLENGES

Relationship management: Will need to work closely with the Investment teams. Will have to build camaraderie with the

teams so that they can trust and depend on him/her

Project management: Will often work on multiple projects simultaneously. He/She must be able to organize and manage

their time to complete all projects in time