Fund Asset Management Jobs in Malta

settlement instructions with various settlement counterparties, <b>security</b> setups, and general settlements-related administrative

Application Closes: 16/10/2026Our team is growing !Role: Portfolio ManagerFunction: Chief Personal & Wealth OfficerDepartment: BOV Asset ManagementSection: Portfolio ManagementReports to: Lead Job SummaryOverall Purpose:The Job Holder will be responsible for managing and reviewing a range of UCITS funds and institutional mandates under the management of BOV Asset Management, identifying investment opportunities to maximise portfolio performance while ensuring alignment with the respective investment objectives, strategies, and policies. In addition, the Portfolio Manager will contribute to the formulation of the overall investment strategy and support the development, recommendation, and implementation of investment solutions that are aligned with the decisions of the Asset Management Committee and the established investment management framework of BOV Asset Management.Key ResponsibilitiesThe job holder will be responsible for:Investment Mandates▪ Managing UCITS funds and/or other institutional mandates managed by BOV Asset Management.▪ Implementing the investment strategy in line with the respective mandate.▪ Reporting and recommending to the BOVAM Investment Committee the portfolio activity, performance, strategy and investment decisions.▪ Managing the inclusion of specific investment vehicles in the mandates being managed and deciding the potential asset classes on which the portfolio manager is expected to take an investment decision.▪ Determining the tactical asset allocation of each respective mandate under one’s responsibility based on changes in macro-economic, leading economic indicators, asset class correlations, volatility triggers, interest rates and risk limits.▪ Actively participating in the investment decision process on initial public offerings and third-party funds following meetings held with local issuers and international fund management houses.▪ Providing an adequate investment rationale for all trades being recommended and responsibility for a robust first line of defense in terms of UCITS and/or the Investment Policy Statement for institutional mandates.▪ Maximising mandate performance against the established benchmarks through adequate investment management decisions.Communication & Networking▪ Actively participating in company meetings, fund manager meetings and internal committees.▪ Guiding investment analysts on the generation of investment ideas in line with the investment strategy of the respective mandate.▪ Assisting and supporting in meetings and technical communication with the BOV AM’s distribution channels.▪ Reporting to the BOV AM Investment Committee in relation to fund activity, investment performance and investment strategy.▪ Meeting and keeping ongoing communication with the Management of local listed Companies, to get a better insight of the Company which enables to take better informed investment decisions.Commitment to Service▪ Being a key contributor for investment idea generation and ensuring that security buy/sell decisions, portfolio construction, portfolio monitoring and portfolio risk management are in line with the portfolio objectives, Research recommendations and Asset Management Committee decisions.▪ Generating investment ideas intended to maximise returns within the established parameters.▪ Monitoring market developments that might have an impact on the investment decision and amend actions accordingly.▪ Maintaining tools intended to monitor fund/portfolio activity and performance contribution.▪ Supporting management in the development of new funds, product features and the overall company strategy. In addition to the specific functions, management may assign more duties as required for the job from time to time. Knowledge: Banking operations and Systems, such as business Objects - IntermediateBanking Systems, Operations & Technical - AdvancedInvestment, Markets & Asset Management - AdvancedRegulatory, Compliance & Risk Management - Advanced Attitude:▪ Commitment to high ethical and professional standards, committed and appreciates the reputation risk which the job entails.▪ Highly responsible, committed and appreciates the responsibilities which the job entails.▪ Positive attitude towards idea generation and challenging the status quo to improve excellence.Required Criteria: Previous proven work experience of five (5) years' in the banking or financial services industry, three (3) years’ of which with direct hands-on experience in the investments field, and a professional qualification in an investments related field, recognised and accepted by the MFSA to initiate the process of obtaining a Portfolio Management Licence. In our process of shortlisting candidates for the vacancy, please note that preference may be given to candidates whose profiles best align with the duties and responsibilities of the role.Applicants are required to satisfy the Bank’s minimum eligibility criteria of four (4) O’Levels at Grade 5/C or higher, including English Language, in addition to any role‑specific requirements outlined above. This requirement shall not apply where applicants are already in possession of an MQF Level 6 Degree or higher. Here’s what’s in it for you:An attractive remuneration packageBank Holidays and additional vacation leave days over and above the statutory entitlementFree basic health insuranceRelocation assistance and packages for expats joining the bankAccredited training programs from our BOV Learning AcademyStudy leave when employees decide to further their studies on part time basisStaff home loan rates for your dream home and other credit facilities at reduced interest ratesVoluntary Occupation Pension Scheme (VOPS)Guarantee of working with an Equal Opportunities Employer as certified by the NCPEA budget dedicated to your children’s summer school costsAt BOV Group, we prioritise integrity, ethical behaviour and a strong work ethic. These principles form the foundation of the Bank’s core values: sustainability, excellence, innovation, integrity, and inclusion. All employees are expected to adhere to the Code of Conduct & Ethics, which outlines the standards for professional and personal behaviour. Commitment to these principles is essential for maintaining the BOV Group’s reputation and ensuring a positive, productive work environment. All employees are also expected to demonstrate accountability, integrity, and sound judgement in the identification, monitoring, management, and mitigation of risks. Employees must act in accordance with the Bank’s Risk Appetite Framework and are aware of the requirements set out within the Risk Management Framework, ensuring that risk considerations are embedded in their day-to-day decision-making and activities. The Bank ensures a fair, transparent, consistent and non-discriminatory treatment of employees on the basis of gender, gender identity, race, colour, ethnic, or social origin, genetic features, language, religion, or belief, political or any other opinion, membership of a national minority, property, birth, disability, age or sexual orientation.

Are you ready to take the next step in your investment career and manage client portfolios within an established financial services environment?Our client, a leading investment and stockbroking firm, is currently seeking a Portfolio Manager to take ownership of client relationships, manage investment portfolios and provide a high standard of investment service in line with client objectives and regulatory requirements.What is expected of you?Take direct responsibility for client relationships and manage clients’ investment needs across a range of services.Conduct regular client meetings, both in person and virtually, and perform ongoing portfolio reviews.Ensure client relationships and investment activities are managed in line with relevant financial regulations and internal compliance requirements.Maintain a professional, ethical and client-first approach when providing investment services.Maintain accurate and up-to-date client profiles and supporting documentation.Ensure appropriate KYC and AML checks are completed and maintain relevant Source of Wealth and Source of Funds documentation.Stay informed of local and international financial market developments.Monitor economic conditions, market trends and geopolitical events that may impact client portfolios.Participate as a member of the company’s in-house Investment Committee.Contribute to investment discussions and portfolio decision-making.What are you expected to bring?A recognised investment services-related qualification, such as CeFA, CFA, B.Com (Hons) Banking & Finance, a Master’s in Financial Services or another relevant MFSA-approved qualification.A minimum of three years’ experience in a similar investment or portfolio management role.Extensive knowledge of financial markets, both local and international.Previous experience managing investment portfolios and client relationships.A good understanding of local and EU financial services regulation.Familiarity with MFSA Conduct of Business requirements and AML obligations.Strong organisational and interpersonal skills.A mature and responsible approach with excellent attention to detail and confidentiality.The ability to prioritise workloads and work accurately and efficiently.Fluency in English, with Maltese considered an advantage.Existing MFSA approval to provide portfolio management would be considered a strong advantage.What’s in it for you?Paid membership to a car park located just a few metres from the office.The opportunity to work within a highly professional and experienced investment team.Direct responsibility for client portfolios and investment relationships.Participation in the company’s Investment Committee.Strong learning and professional development opportunities.Opportunities for medium- to long-term career progression.Sponsorship for further studies and professional development.If you’re an experienced investment professional looking to take ownership of client portfolios and contribute directly to investment decision-making, this could be the perfect next step in your career. Apply today and seize this exciting opportunity!Salary: €50,000-55,000 per year

About the CompanySparkasse Bank Malta plc is a licensed credit institution that provides corporate banking, private banking, investment services and custody / depositary services.As a result of our continuous growth, a vacancy has arisen for a Settlements & Asset Servicing Officer, within our .Securities & Custody department.About the RoleThe candidate will be responsible for the handling of corporate actions of a wide range of securities which the Bank provides Custody safekeeping services for. The candidate will also be responsible for the upkeep of the Bank’s master database [if and as required] in line with the Bank’s procedures as well as the effective maintenance of the day-to-day asset servicing requirements. Moreover, the candidate will be required to be pro-active in identifying means of improving the team’s operational efficiency and workflow whilst also coordinating and monitoring the team’s routine and ad-hoc tasks.Furthermore, he/she will be responsible for the daily booking of trade settlements instructions on the Bank’s core banking system. The job will entail the effective maintenance of the day-to-day settlements team’s requirements, including but not solely restricted to cash and trade reconciliations, instructing of trade settlement instructions with various settlement counterparties, security setups, and general settlements-related administrative duties within the Securities & Custody Department.The candidate will work closely with the team so as to provide the timely and critical administrative support. The job will also entail being the focal link between the team and the Bank’s Securities Operations and Finance/Treasury department in relation to the cash reconciliations of daily trades as well as the daily funding requirements necessary for settlement instructions.Main ResponsibilitiesSettlementsEffecting the necessary trade bookings on customer portfolio accounts (including foreign exchange transactions);Daily reconciliations of cash balances;Reconcile operating/suspense account differences;Asset Servicing Reconciliation of corporate action payments;Assisting in the daily corporate action notification process through data received from various counterparties and necessary record keeping in line with the policy and procedures of the Bank;Analysing and interpreting of Corporate Action events and ensuring that instructions are adequately and timely captured with the Bank’s Sub-Custodians;Effective communication with counterparties relating to the processing of corporate actions;Resolving external and internal queries relating to corporate actions;OverallAssist the Securities Operations team in the securities reconciliations between bank’s core banking system and external custodians and timely resolution of reconciliation breaks [if and as required];Assist the Securities Operations team in the setting up of securities in the Bank’s master database and effecting necessary updates [if and as required];Attend monthly department meetings;General administration tasks;Ongoing initiative to identify processes which ensure more effective modus operandi of the Securities department;Keep abreast of all banking rules, regulations and directives issued by the MFSA / ESMA and other related bodies which are relevant to daily duties, especially relating to CSDR and SRDII;Take on any necessary training that is required from time to time, including training that is required due to change in internal processes and procedures;Any ad hoc tasks which may be required from time to time.Reporting lines: Supervisor/Senior ManagerQualificationsA related College or University degree /or relevant proven work experienceExperienceA minimum of one year experience in a similar roleSkillsStrong command of Microsoft Excel;Good command of English, both written and oral;Proactive, focused attitude towards work;Ability to plan and consistently meet deadlines;Demonstrate good written, oral communication and analytical skills;Excellent attention to detail.Pay range and main benefitsThe salary for this position is determined in accordance with the Bank's Remuneration Framework, which is based on objective and gender-neutral criteria. The starting salary will reflect market benchmarking, the responsibilities of the role, and the successful candidate's relevant qualifications, skills, and experience.We offerFlexi hours;Free parking;Continuous training and self-development;Career path;Private Health Insurance;And more.Equal Opportunity StatementWe are committed to providing a fair, transparent, and inclusive recruitment process that is free from discrimination. Employment decisions are based solely on merit, qualifications, skills, experience, and the requirements of the role.

Our esteemed client, a distinguished Wealth Management company based in Malta, is seeking a dedicated Portfolio Manager to join their team. With a close-knit team, this organisation values professional growth, integrity, and a personalised approach to client service. This is a fantastic opportunity for an experienced Portfolio Manager with a solid background in Financial Services to contribute to a dynamic and reputable firm committed to excellence.We look forward to helping you find your next career move with confidence and success.DUTIES AND RESPONSIBILITIESTaking direct responsibility for client relationships and managing client needs across the different spectrum of services.Conducting period client meetings (in-person or virtual) and portfolio reviews.Adhering to all relevant financial regulation in the conduct of these client relationships while following internal compliance policies, and maintaining an ethical, client-first approach in line with the Company's philosophy.Maintaining accurate documentation of client profiles to satisfy regulatory requirements including thorough Know Your Customer (KYC) and Anti-Money Laundering (AML) checks, and obtaining the necessary documentary evidence for source of wealth and source of funds.Keeping continuously informed about market trends, economic conditions, and geopolitical events that could impact client portfolios.Participating as a member in the in-house Investment Committee.Generally performing or assisting with any other task as may be required from time to time and as may be reasonably associated with your role.CANDIDATE PROFILEPossess an MFSA approved investment services-related qualification, such as CeFA, CFA, B.Com (Hons, Banking & Finance) or Masters in Financial Services.Have a minimum work experience in a similar post of at least three years.Extensive knowledge of financial markets, both local and foreign.Be familiar with local and EU regulation, particularly the MFSA Conduct of Business rules and anti-money laundering rules.Excellent organisational and interpersonal skills.Be mature and responsible with a high degree of attention to detail and confidentialityMust be a dynamic and self-motivated individual with the ability to prioritise daily workload while working accurately and efficientlyBe fluent in English (and preferably also Maltese)Candidates who are already approved by the MFSA to provide portfolio management will be given preference.SALARY AND BENEFITS€45,000 - €55,000 Gross Per AnnumSalary will be determined based on experience, qualifications, and skills. The advertised salary range is indicative, any offer will reflect the successful candidate’s suitabilityDue to the high volume of applications received at GRS Recruitment, only candidates selected for interview will be contacted.To apply for this position, please email your CV to Michelle Cooper, quoting the above job reference or call +356 99998272 for further information.Salary: €45,000-55,000 per year