Portfolio & Fund Manager

Lombard Bank is a long-established credit institution in Malta with a successful and consistent track record as a quality provider of financial services. It operates a full service bank with a branch network and places emphasis on private and corporate banking both locally and for international clients.

In line with the Bank’s continued development, the need has arisen to engage a suitable individual to perform the duties of a Portfolio and Fund Manager. The successful candidate will assume full responsibility of the portfolios assigned to him and will be a team member of portfolio managers. The candidate will be responsible to manage discretionary / advisory portfolios and co-manage a fund’s portfolio of assets.

Ideally the candidate has proven experience in constructing portfolios with fixed income securities and equity securities in multiple currencies.

The main responsibilities of the role include, but are not limited to:

• Performing rigorous, quantitative and qualitative portfolio analysis;


• Maintaining portfolios within the designated parameters;


• Identifying and researching new investment opportunities;


• Recommending asset allocations to Chief Investment Officer or investment committee; and


• Meeting with and building relationships with clients and preparing an IPS.

The applicant as a minimum shall:

• Possess a first degree, and preferably obtained the Chartered Financial Analyst (CFA) designation or reading for the CFA;


• Preferably have at least 5 years experience and is licensed to provide portfolio management by the regulator;


• Possess highly developed quantitative and analytical skills;


• Be able to demonstrate a passion for investing;


• Possess a strong command of the English language and have an ability to articulate a clear investment case in writing; and


• Possess a core ability to understand and then identify strengths and weaknesses of new and old business models;

Besides opportunities for career growth, the Bank will offer to the chosen applicant an attractive remuneration package commensurate with qualifications and experience, free life and health insurance, home loan at preferential interest rates and discretionary performance bonus.
Lombard Bank Malta plc - KMP-94533