Fund Manager - PMS Debt - Financial Services Firm

Company : Financial Services Company

Role : Fund Manager - Debt PMS (Discretionary)

Responsibilities :

- Meet regularly with analysts and researchers to discuss the market trends to discuss market development and trends

- Network with Industry experts to maintain current understanding of market trends and industry activities

- Develop investment policies and strategies for the model portfolios based on understanding of client/investor needs, return expectations, investment objectives and market and economic conditions

- Assess portfolio to ensure compliance with regulatory requirements, firm policies and portfolio investment strategies; ensure accuracy of trading transactions and compliance with industry rules and regulations

- Maintain regular contact and ongoing dialogue with clients in order to develop business through contacts and referrals

- Make sales and marketing presentations to current and prospective clients on behalf of the organization in order t attract new customers and maintain and service existing clients

- Ensure outperformance of the portfolio and create niche mind space with our clients

- Liaise and call with Sales team and Channel Partners to increase PMS visibility

- Build strong business relationship with Channel Partners so as to influence the channel partner's decision with allocation

- Looking for candidates with experience in PMS debt fund management