Head of Portfolio Management Department

Description

Position imported from external system

Responsibilities

• Establishment of the investment policy/ Investment policy statements and limitations.
• Defining and monitoring clients’ investment profiles;
• Provision of the portfolio management service in accordance with the client agreements;
• Monitoring clients’ portfolios;
• Monitoring external asset managers` portfolios and compliance with their investment strategies;
• Preparation of investment reports, 10% depreciation reports and other reports, as applicable;
• Identifying and deciding upon the various investment opportunities;
• Executions of trades;
• Acting in accordance with the general Company’s Internal Regulation requirements;
• Acting in accordance with the client’s best interests;
• Making decisions, including but not limited to compositions of portfolios, trading decisions and executing transactions;
• Assessing the performance of transactions and monitoring them on a continuous basis;
• Monitoring, on a daily basis, daily price changes of the financial instruments;
• Drafting monthly letters to clients and reporting the performance of their portfolio;
• Establishment and implementation of Chinese walls between the Brokerage, Portfolio Management and Back-Office departments, in order to ensure the protection of the Company’s clients;
• Prevention of conflicts of interest situations;
• Ensuring the prevention of market manipulation;
• Ensuring adherence to the Company’s Code of Conduct and specifically to the rule of confidentiality;
• Reporting all significant matters of the Department to the Board of Directors;
• Ensuring that the Department operates as efficiently as possible and in accordance with CySEC’s relevant laws and regulations.

Requirements

• CYSEC Advanced certificate
• Completed degree in higher education (Finance / Maths / Accounting)
• Excellent proficiency in trading systems, Excel, etc
• Good data analysis and problem-solving skills
• Strong abilities in the field
• Highly developed written and verbal communication skills
• The high level of initiative
• Interlinked thinking and structured way of working
• Continuous improvement mindset
• Fluency in Russian and English

Conditions

• Work in the modern office in the center of Limassol with Team of open-mind people;
• Relocation package included compensation for flight, accommodation 1 month;
• VISA sponsorship for employee and family members;
• The Company cover 30% of annual cost of Healthy Plan, which employee will decide to set up with any Insurance Company;
• 21 working days of paid vacation;
• 12 additional days off per year at the expense of the Сompany;
• The Employee is annually entitled to days sick leave with pay;
• Team building, corporate events, football and volleyball clubs, sports events and challenges;
• Competitive salary package including annual bonus.

Manager

Anna Konstantinova

Department

Freedom Structured Products PLC

Company: Freedom24

Website: https://freedomfinance.eu/

About: We offer our EU clients a comprehensive solution for successful investments, including direct access to major stock exchanges, expert securities analytics, and dedicated client support. Freedom24 provides both domestic and international clients with access to American and other global stock exchanges, alongside a wide array of financial market services tailored …

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