The Master Portfolio Analyst (MPA) certification is ideal for those who wish to be part of the Investment Team that is responsible for performing the daily investment management activities of the firm including client portfolio rebalancing, and management of the firm’s proprietary individual large-cap stock strategies The primary responsibilities of a MPA is to (1) review and rebalancing of each client’s multi-asset class portfolio; (2) evaluate and rebalance large cap individual stock portfolios.
AFMA Certification can be obtained either by Direct Application (for those with experience and/or qualifications in the area); or by undertaking an AFMA approved Training Program.
Direct Application: Those applying direct for the MPA certification will need to demonstrate advanced knowledge and experience in undertaking quantitative strategy with a focus centred on identifying undervalued companies, managing risk, and tax efficiency and trading – equity, mutual fund, and fixed income. Those that have a research role as part of the firm’s investment committee would also meet the direct entry requirements.
Training: For those wishing to undertake training to obtain certification, this course trains individuals to perform daily download and reconciliation of client portfolio data through the use of optimization software and multi factor risk models; (2) handle all stock mergers and acquisition transaction in our portfolio management system; (3) perform daily update of website and maintaining client logons; (4) undertake monthly update and review of portfolio performance data, and (5) generate quarterly performance reports
The Master Portfolio Analyst ( MPA )tm Board Certification is awarded to individuals who have met our Requirements: