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Databank Financial Services Ltd, an investment firm committed to delivering sustainable value to its clients, is looking for an experienced professional for the role of a Portfolio Manager. The successful candidate will be responsible for managing portfolios to sustainably provide risk-adjusted returns above benchmarks.
Job Summary
Min Qualification: Degree
Experience Level: Senior level
Experience Length: 5 years
Language Requirement: English
Working Hours: Full Time - 8 to 5
Responsibilities
Liaise with Business Development Officers to design Investment Policy Statements (IPS) based on clients’ individual risk profiles and special needs.
Create a portfolio with the appropriate asset allocation that reflects the individual’s risk preferences.
Manage portfolios according to the IPSs and Scheme Particulars to outperform benchmarks in a sustainable manner.
Develop and adopt portfolio management strategies which provide positive alpha to investors.
Structure, monitor and rebalance client portfolios.
Report to individual clients, Board of Directors and/or Trustees.
Conduct portfolio attribution analysis periodically.
Secure and deepen partnerships with individual Clients and trustee companies.
Supervise investment analysts if applicable.
Education/Qualifications
Bachelor’s degree in accounting, finance, banking or business-related course.
Must have written and passed CFA level I or level II.
GSE/GISI Courses certification.
Partial or full professional qualification in ACCA, CIPM or any accounting related course will be an advantage.
Required Skills
Excellent quantitative and analytical skills.
Proven understanding of finance, economics, and statistics.
Excellent interpersonal and communication skills.
Attentive to detail.
Ability to work well under pressure.
Advanced proficiency in Microsoft Office (especially Teams, PPT, Excel and Word).
Experience
A minimum of five years’ experience in the Investment banking Industry specifically in portfolio management.
Location: Accra
Salary: Attractive
Deadline: Thursday September 3, 2026.
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