Assistant Portfolio Manager

at  ZICO Holdings Inc

FUND MANAGEMENT

• Provide a supporting role to PM under the duties of the Fund Manager (i.e. the company) and ensure not to involve in activities that will expose the company to any potential risks, liabilities and/or conflicts of interest.
• Adhere strictly to the predetermined strategy for investment (as defined in the Product Placing Memorandum and its supplements as well as Investment Policy) to achieve investment objectives of the investors.
• Determine, develop and implement investment strategies/opportunities for the investors (including recommendation made by the fund adviser, where applicable).
• Identify new opportunities and evaluate the performance of predetermined investment packages in order to make changes to portfolio that is no longer in line with the initial investment objectives or allocation guidelines.
• Perform product identification and analysis of the issuers (such as sector, company position and management, financial position, equity market performance) to ensure good quality partnership.
• Seek approval from CEO for the recommendation of new products.

EXPERIENCE

• A bachelor’s degree in business, economics, finance or a related subject.
• At least 3-5 years of work experience within the industry or related field in investment and financial assets management.
• An Appointed Representative to conduct regulated activity in fund management and financial advisory services under Securities & Futures Act/Financial Advisers Act.

THE ROLE

The Assistant Portfolio Manager (“APM”) will be assisting the Portfolio Manager of ZICOam in performing discretionary fund management whereby the ZICOam is appointed as the Investment Fund Manager. The APM is primarily responsible for supporting the PM in the following tasks but not limited to:

KEY RESPONSIBILITIES

• Providing a supporting role to the PM to perform fund management activities;
• Assisting the PM in all trading activities;
• Assisting in the actual onboarding of investors, including due diligence reviews and vetting through all onboarding documents;
• In charge of the pre-onboarding introductory meetings of potential investors;
• Reviewing and approving the monthly NAV calculations;
• Maintaining and updating of marketing materials;