Portfolio Manager at Alan & Grant

The Portfolio Manager is responsible for investing in medium-long term investments for our clients’ to achieve long term growth, capital appreciation and current income from a well-diversified portfolio. The Portfolio Manager constantly seeks to outperform the Index.

Duties and Responsibilities

  • Generate investment guidelines specific to client risk tolerances and goals
  • Responsible for strategic asset allocation for the clients’ in line with their objectives and constraints.
  • Champion the firm’s portfolio rebalancing software and investment models
  • Responsible for driving at least 50% sales of the mutual funds in addition to cross selling group products
  • Responsible for the investment management unit and training of younger colleagues
  • Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis
  • Ensure proactive customer service by keeping our clients’ up to date on any important changes to their account on an ongoing basis
  • Ensure that our fee structure is competitive and transparent
  • Actively participate in investment committee and manage projects spin off from the investment committee
  • Complete Special projects as needed
  • Educate Business Managers and team members on the product and the target market for the product
  • Provide Support to Business Unit Heads by attending meetings and giving presentations for prospective clients


  • Strong numerical and analytical skills
  • Self‐motivated, confident, detail‐oriented, and analytical
  • Bachelor’s Degree in Social Sciences from a university
  • CFA designation and/or five years of portfolio management experience
  • Minimum of 5‐7 year’s industry experience
  • Proficiency in Microsoft Word, Excel, PowerPoint
  • Experience with High Net Worth and clients and appropriate investment strategies
  • Excellent written and oral communication skills
  • Excellent use of Microsoft Office Applications
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