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Major Group
1
Managers
Sub-Major Group
12
Administrative and Commercial Managers
Unit Group
1211
Finance Managers
Minor Unit Group
MASCO Code
1211-05
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Fund/Portfolio Manager oversees and manages an investment or insurance portfolio, ensuring alignment with organisational objectives and client goals. The manager directs portfolio strategy, including fund allocation across various assets, underwriting, and risk assessment, while monitoring performance and market trends to optimise returns. The manager’s role involves leading teams of analysts and underwriters, developing policies and guidelines, and engaging with clients and partners to report performance and implement strategic adjustments.
Tasks
Develop and implement investment and portfolio strategies based on market trends, economic conditions, and client objectives.
Analyse financial data, asset performance, and market information to support investment decisions.
Monitor and adjust portfolios to optimise returns and manage investment risks.
Conduct portfolio risk assessments and ensure compliance with relevant financial regulations and policies.
Communicate with clients and stakeholders, providing updates and discussing portfolio performance.
Prepare and present investment reports to clients or senior management.
Collaborate with analysts, traders, and internal teams to support investment decision-making.
Skills
Basic
Attention to detail when reviewing financial documents, transactions, and reports.
Clear communication skills to present financial information to clients and technical and non-technical stakeholders.
Critical thinking and problem-solving skills to evaluate investment opportunities and risks.
Strong analytical skills to interpret financial reports, market data, and investment performance.
Time management and organisational skills to handle multiple portfolios, projects, and work under pressure.
Specific
Deep understanding of financial markets, investment strategies, and economic factors.
Experience in risk management, hedging strategies, and evaluating return drivers.
Expertise in portfolio management, asset allocation, and underwriting principles.
Forecasting skills to project fund performance and assess market trends.
In-depth knowledge of insurance, investment products, and alternative investments.
Knowledge in financial reporting and portfolio performance analysis.
Knowledge of regulatory requirements, securities, and compliance standards.
Proficiency in using investment and financial analysis tools such as Bloomberg and Morningstar.
Strong decision-making and analytical skills.
Additional Info
QUALIFICATION
Bachelor’s degree or equivalent
Related Courses
Minor Unit Group
1211-01
Budgeting/Financial Accounting Manager
1211-02
Audit and Risk Management Manager
1211-03
Credit Manager
1211-04
Insurance Manager
1211-05
Fund/Portfolio Manager
1211-06
Treasury Manager
1211-07
Tax Manager
1211-08
Claims Manager
1211-09
Actuarial Valuation Manager
1211-10
Bidding Manager
1211-11
Transfer Pricing Manager
MASCO
Hi, I can assist you with questions related to the Malaysia Standard Classification of Occupations (MASCO).
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