Decision-making. Investment decisions rest with the Investment Committee and ultimately with the Principal. The Portfolio Manager prepares the analysis, forms and defends a view, and makes recommendations. The role does not carry discretionary authority over the portfolio.
Proficient in the use of business intelligence and analytics platforms such as Oracle Business Intelligence (OBIEE), Tableau as well as analytical software such as SPSS, SAS, Stata or R will be an advantage
Conduct end-to-end reviews of existing workflows, processes and systems, identify operational gaps and inefficiencies, and develop appropriate digital or process improvement solutions.
Support evaluation, monitoring, and reporting of investment portfolios and strategic projects, including asset management and capital deployment activities.