• 2.3.14 Portfolio management – administration


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    Description of role

    Responsible for performing all administrative tasks related to the management of the portfolio and reporting to senior management.     

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    Core skills

    • Ability to assess how different types of changes can affect the management of a client portfolio including client circumstances, financial environment, new products or services etc.
    • Ability to conduct client portfolio monitoring, review, reporting and management in a systematic manner to ensure compliance with organisation's policies and procedures
    • Ability to propose appropriate benchmarks to include market and specialist indices, total return and maximum drawdown
    • Ability to communicate with client on any issues around portfolio management in an effective manner
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    Qualification and/ or certification

    • QFSQF Level 2
    • Relevant experience

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    Industry knowledge

    • Knowledge of Sharia compliant capital markets products

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    Regulatory compliance of role

    • Knowledge of relevant laws, regulations and compliance policies and procedures