Description:
Qualifications:
- Professional certification such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) preferred.
- Strong financial analysis and risk analysis background.
- Experience in portfolio management and financial auditing.
- Experience working in either a holding company or investment company.
- Strong analytical and financial modelling skills.
- Excellent understanding of investment strategies, asset allocation, and risk management.
- Strong communication and presentation skills.
- Ability to work independently and make data-driven decisions.
Key Responsibilities:
Strategic Investment Allocation:
- Develop and implement strategic investment plans to meet the company’s financial goals.
- Analyze market trends and economic conditions specific to the healthcare sector to determine the best investment distribution.
- Collaborate with senior management to align investment strategies with organizational objectives.
Asset Selection:
- Conduct thorough financial analysis to identify and select specific healthcare investment opportunities.
- Utilize financial data and market research to make informed investment decisions.
- Maintain a diversified portfolio to optimize returns and manage risk within the healthcare industry.
Risk Management:
- Develop and implement risk management strategies to mitigate potential losses.
- Continuously monitor portfolio performance and adjust strategies as necessary to manage risk.
- Ensure a balanced approach to risk and return in the investment portfolio.
- Performance Monitoring and Reporting:
- Regularly review and assess the performance of investment portfolios.
- Prepare detailed performance reports for senior management and stakeholders.
- Provide insights and recommendations based on performance analysis.
Compliance Oversight:
- Ensure all investment activities comply with regulatory requirements and company policies.
- Maintain up-to-date knowledge of financial regulations and industry standards.
- Conduct periodic audits and reviews to ensure adherence to legal and ethical standards.
About the Role:
Seeking A Portfolio Manager with a financial audit background takes charge of managing investment portfolios for clients or organizations.