The Role
The Investment Manager oversees and develops investment strategies, manages portfolios, conducts research, ensures regulatory compliance, and prepares investment reports.
Summary Generated by Built In
The Investment Manager is responsible for managing and developing strategies for the Group’s overall investment portfolio including meeting with fund managers, preparing and reporting on the analysis of investments and investment strategies. The Investment Manager will also review the Group’s investment strategy, research new investment opportunities, recommend changes in investments to manage risks and generate acceptable rates of return. The Manager will be required to provide investment information and financial advice and maintain a knowledge of a wide range of investment and financial products including stocks, bonds and shares.
Main duties:
- Oversee
the sale, purchase and administration of securities and assets for investors.
- Explore
potential portfolio additions/reallocations that optimize the management of
risk and long-term return of identified investment goals.
- Perform
research such as detailed companies or industry analyses, to inform financial
forecasting, decision making or valuation.
- Monitor
regulatory and tax law changes to ensure compliance and to capitalize on
development opportunities.
- Develop
and implement fund investment policies or strategies.
- Manage
investment funds to maximize return.
- Engage
in regular research to stay abreast of relevant investment markets, global
financial markets and general current events.
- Prepare
monthly investment reports for the Investment Committees.
- Develop
relationships with brokers.
- Recommend
financial investment opportunities.
- Work
closely with investment analysts to assess financial information and investment
opportunities.
- Presents
investment opportunities and related analysis while pitching proposed course of
action.
- Use
complex financial models to project future earnings.
- Prepare
for and respond to regulatory inquiries.
- Review
completed work of others for conformity to policy and effectiveness of
approach.
- Assess
managers’ roles and their adherence to the fund investment strategy.
- Meet
with investors to determine investment goals or to discuss investment
strategies.
- Evaluate
the potential of new product developments or market opportunities, according to
factors such as business plans, technologies or market potential.
- Monitor/reevaluate
portfolios by communicating with fund managers.
- Develop
and implement risk-based asset allocation model and performance analytics and prepare
recommendations for the Investment Committees.
Requirements
Skills:
- Attention to detail.
- Strong analytical skills
- Excellent oral and written communication skills
- Ability to meet deadlines in a timely manner.
- Solid understanding of investment procedures.
- Excellent customer service negotiating and networking skills.
- Excellent interpersonal skills.
- Strong organizational skills
- Ability to manage and handle multiple tasks.
- Excellent problem-solving skills.
- Sound decision making skills.
- Ability to work independently and as part of a team.
- Strong leadership capabilities.
- Proficient in MS Office.
- Strong analytical skills.
Qualifications:
Education
and/or Experience
- Bachelor of Science in Finance or a relevant field.
- MBA or Master’s Degree preferred.
- Must possess at least 5- 10 years’ working experience in a same or
similar role.
Skills Required
- Bachelor of Science in Finance or a relevant field
- MBA or Master's Degree preferred
- At least 5-10 years' working experience in a same or similar role
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The Company
What We Do
TDC Group Limited is a diversified conglomerate based in St. Kitts & Nevis, operating in various sectors including Trading, Development, Agriculture, Finance, Retail, Financial Services, Shipping, Real Estate, and Travel and Tours.



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