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Funds ManagerCredPal

5 months3 Applicants
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job description - Funds Manager

What to Expect

  • The Fund Manager is responsible for implementing our investment strategy and managing our portfolio trading activities.
  • You will be in charge of the financial and operational management of customer funds, and the establishment of internal controls at the departmental level.

What You’ll Do

  • Making informed financial recommendations and decisions on investment management.
  • Managing the funds of individuals or establishments using different strategies, with the intention of generating a return on investment (ROI).
  • Keeping up-to-date knowledge about the economy, current financial news and financial markets.
  • Assessing and interpreting complicated financial information.
  • Providing advice and recommendations on the fund management for a customer's financial asset to ensure profitability and better returns.
  • Maintenance of customer accounts, suggesting new ideas for investments and keeping customers informed of their investments.
  • Planning the investment strategy and making changes after analyzing the market and current situation for making investments.
  • Interact with HNIs (High Net Worth Individuals) to know their requirements and make investment plans accordingly.
  • Portfolio optimisation and enhancement through proactive and defensive positioning.
  • Other relevant responsibilities.

What You’ll Bring

  • B.Sc Degree in Management Sciences or a related field.
  • At least 8 years experience in capital markets.
  • Proven work experience as an investment advisor and analyst.
  • Basic excel skills.
  • Excellent communication skills, capable of building trusting relationships.
  • Ability to perform in fast-paced environments.


  • Competitive salary.
  • Medical coverage.
  • Our people thrive, they are given opportunities to be creative and innovative in areas of expertise.
  • Flexible work schedules (remote friendly) and an open and collaborative team environment.
  • Internal opportunities – we believe in growing our own!
  • Opportunity to build your career.
  • Smart and engaging colleagues who’re invested in your growth.
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About the company
CredPal  logo

We are a financial technology firm that has developed an innovative solution that allows businesses and individuals to buy anything and pay for it in installments.

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