Research Analyst leading to Junior Portfolio Manager

Employer
Major Domus Limited
Location
Colombo (LK)
Salary
Up to $20,000 per annum with ancillary benefits and discretionary bonus.
Posted
Nov 03, 2018
Closes
Dec 03, 2018
Ref
Major Domus Careers
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Major Domus Limited provides a range of investment advice, securities, investment management and wealth management services across a global balance sheet for several core families in the region.

The Firm's employees serve a handful of business families on a world-class high touch basis. As a market leader, the talent and passion of our people is critical to our success. Together, we share our Principal’s family values based in integrity, finesse and a strong team loyalty. Major Domus provides a foundation for building a professional private practice career in asset management and deal making – an environment for people to learn and grow as if they were undertaking an ongoing Executive MBA alongside business leaders.  

The Family Office
Major Domus Family Office is a regionally integrated business within institutional capabilities. We provide highly personalised, best-in-class written strategic advice, and wealth management and deal making solutions to Ultra High Net Worth Family Groups.

Research Analyst (Pathway to Junior Portfolio Manager or Junior Venture Sales)
The research analyst serves as an integral team support staff for both the portfolio managers and clients. You will provide support in a series of core functions:

Overview

  • Work alongside two portfolio managers based between Hong Kong and other geographic locations.
  • Be responsible for increasing amounts of portfolio capital, from US$1m to US$20m
  • Assist with liability driven and high certainty of outcome portfolios to client needs
  • Assist with new research and trade execution of fixed income, equity, property, hedge fund, FX and derivatives portfolios
  • Create regular portfolio review reports of client portfolio's and risk metrics
  • Complete all client KYC and on-boarding documentation
  • Complete Statements of Advice and other client Strategy Documents


Portfolio Responsibilities:
- Update research and technical ideas
- Manage charting packs and research feeds
- Work on trade ideas with the portfolio managers

Operational Responsibilities:
- Trade booking
- Resolving settlement and funding issues
- Cash movements and security checks

Client Servicing:
- Client account documentation (information gathering, liaising with various parties, check and follow up for documentation completion)
- Client balance and cash flow reporting
- Client Advisory Documents (use of power-point, excel, Macros, Accounting)
- Attending Client meetings across the region in person or via secure teleconference​

Administration responsibilities:
- Travel/hotel bookings
- Expense claims
- Facilitate mailing of client documentation, arranging couriers, or hand-delivering documents

Skill requirements:

  • Maintain markets and legal knowledge and display an ability to identify the impact of change
  • A good understanding of financial markets across asset classes
  • Some awareness of tax rules for non-domiciled clients
  • Some understanding of private bank products
  • Tier one University degree in finance, accounting or economics with strong excel skills, and financial markets skills - essential
  • Proactive approach to work and problem solving - essential
  • Fluent English and Singhalese

You will be:

  • A strong team player who enjoys working in a target driven and client servicing environment
  • Have the desire to become a portfolio manager
  • An excellent communicator
  • Client focused
  • Proactive, professional, compliant, act with integrity and illustrate client and markets knowledge with a sense of urgency when dealing with clients
  • Active across both academic and sporting arenas to remain ahead of a highly competitive and pressurized industry.

You will receive the ability to:

  • Work with global business leaders;
  • Create a flexible working environment within a highly efficient and successful team;
  • Service clients in an independent way like never before
  • Receive exposure to the following products: fixed income, equities, derivatives, FX, commercial and distressed property, hedge funds and private equity.