Competency Details ( Portfolio Management )

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Competencies

Jadarat Dictionary

Portfolio Management

Efficiency Technical Competency

Ability to apply the knowledge of current portfolio management techniques and practices, and the skills to develop, structure and evaluate the portfolio strategy. Monitor and effectively manage the performance of the portfolio, according to the agreed plans and set objectives, benchmarks, and the organisation's risk appetite.

Jadarat Code: T41

Level 1

Demonstrates a basic understanding of portfolio management concepts and types of risk associated with loans or investments and portfolio management. Shows basic knowledge and awareness of the business strategy and the departmental mandates and goals. Identifies the various risks and risk trends related to portfolio management.

Level 2

Possesses specialised knowledge of the current portfolio management techniques and portfolio structuring practices. Understands the portfolio strategy and the linkages between existing investments and initiatives. Analyses the risks related to investment and portfolio management, and initiates the review of the portfolio performance.

Level 3

Deeply understands portfolio management techniques and practices, the trends and developments, and the relevant laws and regulations that govern portfolio management. Uses in-depth knowledge of the synergies between projects and initiatives to optimize investments. Establishes the appropriate risk mitigating actions and participates in recommending investment asset classes selection.

Level 4

Uses full knowledge to monitor and manage the performance of the portfolio according to the set portfolio strategy. Provides expertise to maximize the value of the portfolio and develop the framework for portfolio management according to the agreed plans and set objectives.

Level 5

Applies subject matter expertise to oversee the development and implementation of the portfolio management strategy, policies, and procedures. Provides expertise in monitoring and auditing the portfolio management practices and ensuring their adherence to the applicable laws and regulations. Ensures that portfolio management processes are in line with the set investment objectives.