Portfolio Analyst - Investments & Risk

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 in the company , 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

- Help with migration of routine workflows to an automated solution

- Protect the firm's assets and public image