Senior Portfolio Manager

Senior Portfolio Manager

Position Overview

The Senior Portfolio Manager is responsible for the strategic management, performance oversight, risk monitoring, and ongoing development of the organization’s investment portfolio. The role requires strong investment judgment, portfolio construction expertise, market awareness, risk discipline, and the ability to work effectively with senior management, investment committees, counterparties, and internal control functions.

The successful candidate will be expected to balance investment performance objectives with the organization’s risk appetite, internal policies, regulatory requirements, and fiduciary responsibilities.

Key Responsibilities

Portfolio Strategy & Management

• Develop, implement, and continuously review investment strategies in line with the organization’s objectives, approved mandates, and risk appetite.
• Manage assigned investment portfolios across relevant asset classes, sectors, markets, and/or investment strategies.
• Conduct portfolio construction, asset allocation, rebalancing, and investment optimization to achieve targeted risk-adjusted returns.
• Monitor portfolio exposures, concentration levels, liquidity, duration, credit quality, market risks, and other relevant portfolio metrics.
• Identify opportunities to improve portfolio performance while maintaining appropriate risk controls.
• Ensure investment activities remain within approved investment mandates, limits, and guidelines.

Investment Analysis & Decision-Making

• Conduct comprehensive fundamental, quantitative, qualitative, and market analysis to support investment decisions.
• Evaluate new investment opportunities, including securities, funds, structured investments, private investments, or other approved instruments.
• Prepare investment recommendations, financial models, valuation analyses, scenario assessments, and investment papers for management and/or Investment Committee approval.
• Monitor macroeconomic developments, interest rates, market trends, geopolitical developments, sector dynamics, and regulatory changes that may affect portfolio performance.
• Review existing investments periodically and recommend holding, increasing, reducing, restructuring, or exiting positions where appropriate.

Portfolio Performance & Reporting

• Monitor and analyze portfolio performance against approved benchmarks, targets, budgets, and investment objectives.
• Conduct performance attribution and identify key drivers of portfolio returns and underperformance.
• Prepare regular portfolio reports, management updates, dashboards, and presentations for senior management, the Investment Committee, Board, or other relevant stakeholders.
• Provide clear explanations of portfolio positioning, investment performance, key risks, market developments, and proposed actions.
• Maintain accurate and complete investment records, supporting documentation, and portfolio data.

Risk Management & Compliance

• Ensure portfolio activities comply with applicable laws, regulations, internal policies, investment mandates, delegated authorities, and risk limits.
• Work closely with Compliance, Risk, Finance, Legal, Operations, and other control functions to maintain appropriate governance over investment activities.
• Monitor investment and portfolio risks, including market, credit, liquidity, concentration, counterparty, operational, and regulatory risks.
• Escalate breaches, exceptions, material losses, unusual exposures, or emerging risks promptly to the appropriate management or governance body.
• Support periodic investment compliance reviews, internal audits, external audits, regulatory examinations, and due diligence exercises.
• Maintain appropriate controls to prevent conflicts of interest, unauthorized investments, insider dealing, market abuse, or other conduct risks.
• Ensure investment decisions and recommendations are adequately documented to provide a clear audit trail.

Due Diligence & Counterparty Management

• Conduct or oversee appropriate due diligence on investment managers, counterparties, issuers, brokers, custodians, funds, and other investment-related service providers.
• Review investment documentation, term sheets, offering materials, financial information, and relevant risk disclosures.
• Participate in meetings with fund managers, issuers, banks, brokers, advisers, and other market participants.
• Monitor the ongoing performance, creditworthiness, governance, and suitability of key counterparties and investment partners.

Investment Governance

• Prepare and present investment proposals to the Investment Committee and/or senior management.
• Support the development and periodic review of investment policies, portfolio mandates, risk limits, procedures, and governance frameworks.
• Ensure appropriate segregation of duties and adherence to approved investment approval processes.
• Participate in Investment Committee, risk, management, and other governance meetings as required.
• Provide professional and independent investment views while appropriately challenging assumptions and recommendations.

Leadership& Team Development

• Provide guidance, coaching, and technical support to Portfolio Managers, Investment Analysts, and other members of the investment team.
• Review investment analyses, valuation models, recommendations, and reports prepared by junior team members.
• Promote a culture of disciplined investment decision-making, accountability, integrity, compliance, and continuous improvement.
• Support management in improving investment processes, analytical tools, portfolio monitoring systems, and reporting standards.
• Assist with succession planning and the professional development of investment team members.

Stakeholder Management

• Build effective working relationships with senior management, Board members, Investment Committee members, auditors, regulators, external investment managers, banks, brokers, custodians, and professional advisers.
• Communicate complex investment matters clearly to both investment and non-investment stakeholders.
• Provide timely advice to management on material portfolio developments, investment risks, and market conditions.

Qualifications& Experience

• Bachelor’s degree in Finance, Economics, Accounting, Business, Investment Management, or a related discipline.
• Professional qualifications such as CFA, CA/CPA, FRM, or equivalent would be an advantage.
• Typically, 5–10 years of relevant investment management, asset management, portfolio management, treasury, private banking, fund management, or institutional investment experience, including several years at a senior level.
• Demonstrated experience managing sizeable and/or complex investment portfolios.
• Strong knowledge of financial markets, investment products, portfolio construction, valuation techniques, and risk management.
• Experience preparing and presenting investment recommendations to senior management or Investment Committees.
• Sound understanding of investment governance, compliance requirements, and internal control principles.

Key Competencies

• Strong investment and commercial judgment.
• Advanced financial analysis and valuation skills.
• Strong portfolio construction and risk management capabilities.
• High level of integrity, professionalism, and accountability.
• Strong understanding of governance and regulatory expectations.
• Excellent analytical and problem-solving abilities.
• Ability to make sound decisions under changing market conditions.
• Strong written and verbal communication skills.
• Confident presentation and stakeholder-management capabilities.
• Detail-oriented with strong documentation discipline.
• Ability to challenge constructively and exercise independent judgment.
• Strong leadership and team-management skills.

Preferred Candidate Profile

Weare looking for an experienced investment professional who combines strong portfolio management capabilities with disciplined risk management and high standards of governance. The ideal candidate will be commercially minded, analytical, accountable, and capable of providing well-reasoned investment recommendations to senior management while ensuring that investment activities remain within approved mandates and regulatory requirements.