FA
Portfolio Manager / Investment Analyst
Famous Holdings
Job Description
Responsibilities:
Public Markets & Equity Investment:
- Research and evaluate listed companies and equity securities; identify and recommend attractive domestic and international opportunities.
- Develop investment theses based on fundamentals, valuation, growth prospects, competitive position, market conditions and risk.
- Determine appropriate entry/exit points and monitor positions, recommending hold, increase, reduce or exit decisions.
US & International Markets:
- Maintain strong knowledge of US and international equity markets, major exchanges, indices, sectors and market drivers.
- Assess the impact of interest rates, inflation, monetary policy, earnings, geopolitical developments, market sentiment and sector rotation.
- Analyse US-listed companies and identify opportunities arising from valuation gaps and changing market conditions.
Research, Financial Analysis & Valuation:
- Analyse financial statements, earnings, business models, management, industries and competitive positioning.
- Build financial models and perform scenario/sensitivity analysis.
- Apply appropriate valuation techniques including DCF, comparable companies, P/E, EV/EBITDA, Price/Book and free-cash-flow analysis.
- Determine whether securities are fairly valued, undervalued or overvalued.
Portfolio Management &Trading:
- Support portfolio construction, position sizing, diversification, monitoring and rebalancing within approved mandates.
- Execute/support approved equity transactions, monitor execution and transaction costs, and maintain accurate trade and portfolio records.
- Monitor portfolio performance, risk, concentration, drawdowns and changes in investment thesis.
Investment Recommendations & Due Diligence:
- Conduct financial, commercial, market, management, governance and risk due diligence.
- Prepare concise Investment Memos / Investment Committee Papers covering thesis, valuation, expected return, risks, downside, catalysts, exit considerations and
- recommendation.
- Make clear recommendations to INVEST / HOLD / REDUCE / EXIT / DECLINE, subject to approval authorities.
Opportunity Sourcing & Reporting:
- Build a pipeline of qualified investment opportunities and develop relationships with relevant market participants.
- Prepare timely portfolio, performance and market-intelligence reports for management and the Investment Committee.
Requirements:
- Bachelor's degree in finance, economics, accounting, investment management, business administration, mathematics, statistics, or a related discipline.
- Minimum 5–8 years of relevant professional investment experience.
- Demonstrable experience in public-markets investing, equity research, portfolio management, asset management, investment banking, proprietary investment, or a related professional investment environment.
- Strong hands-on experience in stock selection, equity research, portfolio construction, position sizing, trade execution, portfolio monitoring and investment risk management.
- Professional experience trading and managing equity positions on behalf of an investment/asset management, capital management, brokerage, securities or other professional investment organisation is strongly preferred.
- Strong financial modelling, valuation, Excel and financial-statement analysis skills.
- CFA, CIS, ACA/ACCA, CIMA, MBA or relevant postgraduate qualification is an advantage.
- Strong knowledge of US and international equity markets is a core requirement.
- The successful candidate should be comfortable analysing US-listed equities, major exchanges and indices such as the S&P 500, Nasdaq and Dow Jones, and understanding the effect of macroeconomic conditions, Federal Reserve policy, corporate earnings, valuation cycles and global capital flows on investment decisions.
- Experience analysing or managing US-listed equity investments is highly desirable.
What Will Make You Stand Out:
- A demonstrable track record in professional equity investing or portfolio management.
- Meaningful experience managing an investment portfolio or investment book.
- Strong stock-picking/security-selection capability and experience analysing US-listed companies.
- Experience preparing Investment Committee papers and defending investment theses with evidence and valuation.
- Evidence of investment recommendations that generated attractive risk-adjusted returns.
- Strong understanding of downside protection, capital preservation and disciplined portfolio management.
Key Success Measures:
- Quality and performance of investment recommendations and selected securities.
- Portfolio return, risk-adjusted return and performance against approved benchmarks.
- Quality of research, financial models, valuations and Investment Committee papers
- Effective portfolio monitoring, risk management and timely rebalancing/exit decisions.
- Quality and conversion of the investment opportunity pipeline.
- Compliance with investment mandates, approval limits and governance requirements.
The Ideal Candidate:
- We are not looking simply for an accountant who understands investments or a personal stock trader who follows the market.
- We want an investment professional who combines Fundamental Research + Financial Analysis + Valuation + Stock Selection + Portfolio Management + Market Intelligence + Risk Management + Investment Execution
- We want someone who can look at a potential investment and answer: should Famous Capital put its money here and why?
- Which stocks should we invest in, at what price, in what amount, for what expected return, with what risks, and under what conditions should we exit?”
- What return should we reasonably expect, and what is the downside?
- When should we increase, hold, reduce or exit a position?
- How does an investment fit into the overall portfolio?
- What is happening in US and international markets that could affect our investment?
Decision Making & Authority:
- The role operates within the investment mandate, policies, risk parameters, and delegated authorities approved by Famous Capital and Famous Holdings.
- The role holder makes professional investment recommendations but does not independently commit company capital beyond approved authority limits.
- Matters requiring higher approval are escalated through the Investment Committee / Management / Board framework.
Application:
- Interested candidates should submit their CV together with a brief investment profile highlighting professional experience in equity investing, portfolio management, stock selection and/or investment analysis.
Note: The ideal candidate must be able to move beyond explaining what the market is doing to recommend what Famous Capital should do about it.
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