Fund Manager, Equities

AmanahRaya Investment Management Sdn Bhd; Kuala Lumpur; On-site; MYR 180,000 - 240,000; Full time

Job summary

AmanahRaya Investment Management Sdn Bhd (ARIM) seeks an experienced investment professional to manage client portfolios under the supervision of the Head of Equities. You will ensure adherence to mandates, ARIM’s Equity Investment Policy and regulatory requirements while developing clear investment strategies and monitoring performance.

The role includes dealing support, research, and client-facing activities, mentoring an analyst, and assisting in investment proposals.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Investment or equivalent.
• 4–6 years’ investment-related experience.
• Capital Market Services Representative’s License for Fund Management.

Responsibilities

• Oversee fund management activities to meet client mandates.
• Deal securities and assist Head of Equities in executions.
• Monitor portfolios and ensure compliance with guidelines.
• Provide investment ideas and conduct research.

Skills

Investment experience

Portfolio management

Leadership

Analytical skills

English proficiency

MS Office

Investment ideas generation

Education

Bachelor's degree in Finance/Accounting/Economics/Investment

Tools

Bloomberg

Reuters

Job description

In-charge of a number of clients’ investment portfolios in terms of fund management activities with some supervision and guidance from the Head of Equities.

To ensure that fund management or investment activities of the portfolios do not breach any of the respective client’s mandate(s) or parameter(s).

To ensure that fund management or investment activities of the portfolios adhere to ARIM’s new Equity Investment Policy & Guidelines and also do not breach with any rules and laws in the Capital Market Services Act 2007 and its subsequent amendments or any other rules and laws.

To continuously develop, implement and monitor appropriate and clear investment strategies for the portfolios.

To achieve the targeted returns or performance as set by the clients.

To achieve superior performance relative to the respective benchmarks of the portfolios as well as relative to ARIM’s competitors.

To regularly provide investment or stock ideas to the Head of Equities and fellow fund managers within the Company.

Responsible in monitoring and take actions on all corporate exercise, such as rights or bonus issues, on all the counters in the portfolios.

Dealing

Besides responsible for dealing in securities for those portfolios already assigned, to assist Head of Equities (if necessary) in executing trades of securities.

To execute trades diligently and strive to achieve good prices or satisfactory quantity on all trades filled.

To enter trades done correctly and in timely manner into ARIM’s portfolio management system; i.e. Ozasia.

To ensure that the portfolios’ records in the portfolios management system are correct and updated.

Responsible in ensuring all trade chits are duly filled, stamped, approved and filed.

Research

In charge of research analysis work for a few sectors.

To conduct or attend a minimum of 20 company visits and analyst briefings within a calendar year.

To write at least 6 research reports on companies within a calendar year.

Responsible in producing other research reports in timely manner as per instructed by the CIO or any other superior. Also responsible in reviewing (to ensure meeting a satisfactory standard) a report written by a junior member of the equity team.

Responsible in updating and rebalancing of the Model Portfolio (subject to changes from time to time).

To assume a “mentor” role for an analyst specified by the CIO and FM. Responsible in career and competency development and progress of this analyst.

Marketing & Investment Services

Required to attend and present investment related issues to existing and potential clients whenever necessary.

To assist the CIO or any other superior in preparation of investment proposals to clients.

Responsible to assist CIO or any other superior, whenever necessary in product developments for the company.

About you

Bachelor's Degree majoring in Finance, Accounting, Economics, Investment or equivalent.

Minimum 4 – 6 years’ investment related experience.

A holder of Capital Market Services Representative’s License for Fund Management.

Knowledge and experience in asset allocation and portfolio management concepts

Ability to generate investment ideas

Understanding of economic fundamentals, financial statements & accounts

Strong leadership and organizational skills

Excellent command of written and spoken English

Strong report writing and analytical skills

Computer literate and proficient in using all Microsoft Office applications

Knowledge in financial information provider system (i.e Bloomberg, Reuters)

Your application will include the following questions:

• Which of the following statements best describes your right to work in Malaysia?
• What's your expected monthly basic salary?
• Which of the following types of qualifications do you have?
• How many years of Portfolio Management experience do you have?

AmanahRaya Investment Management Sdn Bhd (ARIM) is a Fund Manager approved and licensed by the Securities Commission (SC) since 1995. ARIM is a wholly-owned subsidiary of Amanah Raya Berhad (ARB) and obtained unit trust licence in December 2009.

AmanahRaya Investment Management Sdn Bhd (ARIM) is a Fund Manager approved and licensed by the Securities Commission (SC) since 1995. ARIM is a wholly-owned subsidiary of Amanah Raya Berhad (ARB) and obtained unit trust licence in December 2009.

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