Senior Portfolio Manager - TBC Capital

Company Description

TBC Capital is the investment banking and advisory arm of TBC Bank, specializing in M&A and Corporate Advisory, Research, and Brokerage services in Georgia. Established in 1999, TBC Capital has evolved from a brokerage unit into a dynamic investment banking boutique. The firm plays an integral role in advancing Georgia’s capital markets by offering innovative financing solutions for domestic companies and assisting investors in exploring local opportunities. With a strong focus on tailored services, TBC Capital is committed to driving growth and fostering financial development in the region.

TBC Capital is looking for Senior Portfolio Manager. 

The Senior Portfolio Manager is responsible for developing and managing portfolios within the company’s investment framework, in accordance with discretionary and non-discretionary mandates.

The role includes active involvement in developing the company’s investment framework, including the establishment and periodic updates of the Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) frameworks.

The position is responsible for monitoring and rebalancing the performance of developed portfolios. In addition, the role actively contributes to improving investment processes and supporting strategic investment initiatives.

Job Description

• Develop optimal portfolios tailored to different client risk profiles and investment objectives;
• Develop strategic and tactical asset allocation views for portfolios;
• Stay continuously informed about macroeconomic and market trends;
• Monitor portfolio performance, manage risks, and ensure compliance with internal investment frameworks, regulations, and client requirements;
• Conduct periodic portfolio performance monitoring;
• Collaborate closely with related departments, including sales and trading teams, global research teams, and wealth management bankers;
• Communicate investment decisions, underlying rationale, and performance outcomes to brokers and, where necessary, directly to clients;
• Participate in discussions related to client investment portfolios and prepare investment materials when needed;
• Improve portfolio management processes and support digital transformation initiatives;
• Ensure full compliance with local and international regulatory requirements (e.g., MiFID II, ESMA) and the company’s internal policies;
• Mentor and support junior portfolio managers and analysts.

Qualifications

• Minimum of 5–7 years of experience in portfolio management or related investment roles;
• In-depth knowledge of global financial markets and portfolio theory;
• Experience managing global equities, fixed-income instruments, and alternative investments;
• Experience managing portfolios for high-net-worth private and institutional clients is preferred;
• CFA certification or equivalent qualifications (e.g., CAIA, FRM) are preferred.
• Advanced proficiency in Bloomberg, Morningstar, and portfolio analytics systems;
• Advanced Excel skills, including financial modeling and data analysis;
• Fluency in English and Georgian is required.
• Strong communication and interpersonal skills, including the ability to clearly explain investment concepts;
• Strategic and analytical thinking with the ability to make independent decisions;
• Attention to detail;
• Leadership skills;
• Ability to manage complex projects.

Additional Information

TBC processes the personal data of the candidate in order to determine the suitability of the candidate for the vacancy, in accordance with the requirements of the Law of Georgia on Personal Data Protection. Information about the candidate may also be processed to determine the suitability of the candidate for future vacancies. Information about the candidate is stored for a maximum of 3 years. In case you do not want further data processing, want to change or delete data, please follow the link and contact us through the communication channels located at the same link https://tbcbank.ge/en/privacy-policy

TBC shares its information with companies included in the TBC Bank Group PLC. Subsidiary companies also ensure personal data processing in accordance with the law. If you do not wish to share your data with TBC Group companies, please contact us at the same link https://tbcbank.ge/en/privacy-policy

TBC conducts the candidate selection process in compliance with the requirements of the Law on the Elimination of All Forms of Discrimination and the principles of equal treatment, eliminating discrimination on any grounds. If you observe any signs of discriminatory treatment, you can report the incident and be assured that your notification will be followed by appropriate action. At TBC, you can raise your voice through various communication channels and report an incident either anonymously or openly:

• Anonymous web form #1 – https://form.jotform.me/tbcbank/anonymous-hotline
• Anonymous web form #2 – https://app.safecall.co.uk/ka/file-a-report
• Anonymous hotline – 0800 100 268
• Email – Incident_Compliance@tbcbank.com.ge
• Anonymous letter

We will contact only those candidates who pass the first stage of the selection process and are granted candidate status.