Job in Ghana
Asset & Portfolio Management Specialist
RegionGreater AccraCityAccraContractFull timePosted2026-08-25Close dateNot specifiedExperience5 yearsSourceJobHub GhanaSalarySalary negotiable
asset managementportfolio managementmutual fundsinvestment strategyAccraGreater Accrafull timefinanceCFASEC licensesalesinternship
AI summary
Annonymous.ai is hiring an Asset & Portfolio Management Specialist in Accra, Greater Accra. The role involves developing and implementing investment strategies for mutual funds, managing portfolio performance and risk, supporting business development and fund growth, and ensuring compliance with investment policies and regulatory requirements. Candidates need a relevant bachelor's degree, at least 5 years of experience in portfolio or asset management, and an SEC Investment Advisers License.
- Full-time role based in Accra, Greater Accra
- Salary negotiable
- Develop and implement investment strategies for mutual funds
- Monitor portfolio performance, risk, and compliance
- Support business development and fund growth initiatives
- Bachelor's degree in Finance, Economics, or related field required
- At least 5 years' relevant portfolio/asset management experience
- SEC Investment Advisers License required
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Source salary availableThe source lists Salary negotiable. Confirm the final pay, benefits, contract terms and allowances directly with the employer before accepting an offer.
Can you qualify for this role?
- Required5+ years of relevant experienceThe job post includes a minimum experience signal.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in sales, internship, financeThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in AccraThe vacancy is associated with this location.
- UnclearComfort with the Full time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyLicence, permit or professional registration
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Asset & Portfolio Management Specialist evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Annonymous.ai and the role in Accra.
- Add concrete examples related to sales, internship, finance, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from JobHub Ghana; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
Source and safety check
- JobHub Ghana
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Asset & Portfolio Management Specialist role in sales, internship?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Accra under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Annonymous.ai before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
- Salary negotiable
- Vacancies
- 1
- Open
- Job Type
- Full-time
- Accra, Greater Accra
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- Job Description
- Key
Responsibilities
- Portfolio Management and Investment Strategy
- Develop and implement investment strategies for assigned mutual funds in line with approved investment objectives and mandates.
- Make investment and disinvestment decisions within approved limits and delegated authority.
- Construct and maintain diversified portfolios based on the fund's investment strategy and risk profile.
- Monitor portfolio composition, asset allocation, liquidity, concentration, and risk exposures.
- Review and rebalance portfolios when necessary based on market conditions, fund objectives, and investment strategy.
- Ensure that portfolios are managed in accordance with approved investment policies and guidelines.
- Identify opportunities to enhance portfolio performance and improve risk-adjusted returns.
- Portfolio Performance and Risk Management
- Monitor and evaluate the performance of assigned mutual funds against approved benchmarks and investment objectives.
- Conduct performance attribution and identify factors contributing to portfolio performance.
- Monitor portfolio risk, including market, liquidity, concentration, credit, interest rate, and foreign exchange risks, as applicable.
- Take appropriate action to manage identified risks within approved parameters.
- Ensure that portfolios remain within approved investment limits and regulatory requirements.
- Escalate significant portfolio risks, breaches, and performance concerns to management promptly.
- Business Development and Fund Growth
- Support initiatives aimed at increasing assets under management (AUM).
- Work with the Sales and Business Development teams to identify opportunities to attract new investors.
- Provide investment insights and product information to support client acquisition and retention.
- Contribute to the development and enhancement of mutual fund products and investment solutions.
- Monitor competitor funds and market offerings to identify opportunities for product improvement.
- Fund Operations and Compliance
- Ensure timely and accurate execution of investment transactions.
- Work closely with the Research, Finance, Compliance, and other relevant teams to ensure smooth fund administration.
- Ensure all investment transactions are properly documented and authorized.
- Monitor compliance with applicable laws, regulations, fund mandates, investment guidelines, and internal policies.
- Support the preparation and review of fund valuations, where applicable.
- Ensure that portfolio records and investment documentation are complete and accurate.
- Assist with regulatory and statutory reporting requirements.
- Reporting and Stakeholder Management
- Prepare regular portfolio performance reports for management and relevant committees.
- Present portfolio performance, strategy, risks, and outlook to management and investment committees.
- Provide relevant investment information to the Sales, Business Development, and Client Relationship teams.
- Support investor meetings and presentations where required.
- Respond to investment-related queries from internal and external stakeholders.
- Qualifications and
Experience
- Bachelor's degree in Finance, Economics, Accounting, Investment Management, Business Administration, or a related discipline.
- Professional qualification such as CFA, ACCA, CIMA, or other relevant investment/finance qualification is an advantage.
- · Investment Advisers License by SEC is required.
- At least 5 years' relevant
- in portfolio management, asset management, investment management, research, treasury, or a related financial services environment.
- managing mutual funds, collective investment schemes, pension funds, or institutional portfolios will be an advantage.
- Demonstrable knowledge of investment analysis and portfolio construction.
- Technical Competencies
- Strong knowledge of portfolio management and investment principles.
- Good understanding of mutual funds and collective investment schemes.
- Strong knowledge of asset allocation, diversification, portfolio construction, and rebalancing.
- Strong understanding of fixed income and equity markets.
- Knowledge of portfolio performance measurement and benchmarking.
- Understanding of investment risk management techniques.
- Strong financial modelling and quantitative analysis skills.
- Proficiency in Microsoft Excel and relevant investment/portfolio management systems.
- Good knowledge of applicable securities and investment management regulations.
- Behavioral Competencies
- Strong analytical and critical-thinking skills.
- Excellent decision-making abilities.
- Strong attention to detail and accuracy.
- Excellent communication and presentation skills.
- Strong commercial and investment acumen.
- Ability to work under pressure and meet deadlines.
- Strong stakeholder and relationship management skills.
- High level of integrity, professionalism, and confidentiality.
- Proactive and results-oriented.
- Strong negotiation and influencing skills.
- Ability to exercise independent judgment while adhering to approved investment mandates.
- Skills
- Financial Analysis
- Risk Management
- Portfolio Management
- Investment Management
- Financial Modelling
- Job Overview
- Salary negotiable
- Vacancies
- 1
- Open
- Job Type
- Full-time
- Accra, Greater Accra
- Apply on Company Site
- Want to track your applications, save jobs, and get alerts?
- Create a free account
- About the Employer
- Annonymous.ai
- View Company Profile
- Apply on Company Site
Source and provenanceSource: JobHub Ghana. Last checked: 2026-08-31.Kazi Connect is a job discovery service, not the employer. Always confirm the vacancy at the original source.Summaries may be AI-assisted. Report inaccurate content.
Never pay to apply. Always confirm the original source and watch for payment requests, sensitive document requests, or unrealistic promises.