Head of Portfolio Management Department

  • Exclusive Capital
  • Limassol, Cyprus
  • 02/08/2022
Full time Forex Fintech Executive Management Portfolio Management

Job Description

Exclusive Capital is a CySEC-regulated investment firm offering innovative investment and financial technology services to high-net-worth professional traders and institutions. Utilizing its unique capabilities and valued partnerships, Exclusive Capital strives to deliver excellence across its core investment services. Through superior trading conditions, tailored and highly attractive investment strategies as well as industry leading technology the firm provides unparalleled global access to the financial markets.

We are looking for an experienced Head of Portfolio Management Department to add to our dynamic Exclusive team.

Key Responsibilities / Duties

  • Perform market research and/or carry out market analysis in order to identify investment opportunities;
  • Prepare recommendations and make suggestions to the Investment Committee, as appropriate;
  • Liaise and present to the Investment Committee adequate information regarding the establishment and adjustment of the Company’s Investment Policy, the Client risk profile categories and the specimen portfolio strategies;
  • Monitor the liquidity of the investment portfolios;
  • Ensure that the investment decisions executed through portfolio management are carried out in compliance with the predefined investment objectives and strategy;
  • Monitor the overall performance of the investment portfolios and strategies and update the Board of Directors of the Company on a regular basis regarding the performance as well as any material deviations from Client’s Risk Profile and/or Investment Characteristics;
  • Inform the Board of Directors as well as the Risk Manager, Head of Regulatory Compliance and Internal Auditor, following a respective request, regarding any problems identified by them during the discharge of their duties when monitoring compliance with the set procedures;
  • Assist Client(s) to fill in the Investment Questionnaire for the establishment of the Client’s investment profile in accordance with the Client’s financial needs/financial goals and/or obtaining information through interviews with Clients, as applicable;
  • Present and recommend to the Client personalized portfolio strategies;
  • Formulate and draw up the Client’s Investment Policy Statement;
  • Cooperate with the Head of Regulatory Compliance and the Risk Manager and provide any requested information that will aid them to assess related risks.

Work Experience / Knowledge

  • Proven track record in working out investment strategies
  • At least 3 years experience in Cyprus Investment Firm as a Portfolio Manager or at a similar position
  • Knowledge of the Investment Law requirements for the portfolio management services
  • Fluency in oral and written English
  • Computer proficiency, including excellent knowledge of MS Excel
  • Proficiency with different trading platforms will be considered as an advantage


Skills / Other Personal Attributes Required

  • Excellent analytical and time management skills
  • Teamwork skills with a problem-solving attitude
  • Strong interpersonal and verbal communication skills
  • Commercial, financial, and business acumen
  • Excellent organizational skills
  • Ability to work in a fast-paced environment
  • Result-oriented


  • Degree in Finance/Economics or other appropriate professional qualification
  • CySEC Advanced Diploma certificate


  • 21 day’s annual leave
  • Be part of a dynamic and creative team with a positive and friendly atmosphere
  • Chance to build a successful career and professional growth within the firm
  • Professional work environment
  • Competitive Remuneration Package
  • Exclusive Discount Card for several services and products


*References will be requested at a later stage.