Senior Portfolio Manager.

Senior Portfolio Manager

Responsibilities and Duties include:
Portfolio Management
• Assist the Senior Strategist with macro-economic research on behalf of the Investment Strategy Committee providing recommendations with respect to economic cycles, geographic and sector allocations.
• Maintain and upgrade proprietary models used in security selection.
• Maintain database for sector/regional allocations for equity securities to keep portfolio diagnostic software current, developing new performance attribution models as necessary.
• Executing securities transactions in a timely and efficient manner, preparing and maintaining all paperwork necessary regarding trades.
• Liaise with fund administrator to verify BIAS’ mutual funds weekly NAV.
• Prepare market outlook for publication and distribution and briefing to clients
• Complete performance tables for publication, prepare performance attribution analysis and disseminate internally as well as to various media sources.
• Assist the CEO with special projects as required.
Relationship Management
• Meet with clients to discuss their financial objectives, risk tolerances and present tailored solutions.
• Review, analyse and restructure client portfolios to maintain compliance with the firm’s model portfolio in the context of the assessed client needs and risk tolerances.
• Document client communication in BIAS’ client management system
• Prepare periodic client reports and prospective client proposals
• Travel to meet existing or prospective clients

Educational and Work Requirements:
• A university degree in commerce, finance, or economics
• CFA level III pass with two years’ experience in equities research and stock selection
• A detailed knowledge of financial instruments
• Must demonstrate a strong propensity for ‘follow through’
• Strong written and verbal skills
• Superior attention to detail with a strong emphasis on accuracy
• Ability to work with minimum supervision and willingness to work long hours if necessary
• Strong PC skills, particularly Visual Basic Array and spread sheet applications

The salary range will be US$85k to US$104k per annum working 40 hours per week. Benefits as deemed by law applies. The working hours are Monday to Friday from 8 am to 4 pm.

Please submit a detailed resume to:
Human Resources, BIAS Investors (Cayman) Ltd.
Grand Pavilion (Hibiscus Way), 802 West Bay Road
Grand Cayman, Cayman Islands, P.O. Box 30862, SMB KY-1204
or email: hrrrecruiting@biasinvestors.com
BIAS is an equal opportunity employer,
Licensed to conduct investment business by the Bermuda Monetary Authority