Join us as an Investment Portfolio Manager
- If you’re client focused with significant knowledge of investment model management and construction, we’d like to hear from you
- We’ll look to you to meet the investment needs of a range of clients by effectively developing and managing investment models and portfolios
- Joining a collaborative and forward thinking team, you’ll be regarded as a trusted adviser to our clients, and can expect great visibility for you and your work
What you'll do
You’ll be developing and managing investment models and portfolios in accordance with the strategic and tactical asset allocation. Using funds and other securities, you’ll make sure they’re constructed in a manner that’s compliant with any legal, regulatory and structural restrictions, along with ensuring their suitability across various client groups and risk profiles.
Your role will also involve:
- Producing trade ideas for Tactical Asses Allocation based macro-economic/thematic research, discretionary, model based or a combination of both
- Identifying suitable fund and security level changes to investment models and portfolios
- Making sure that investment models and portfolios remain in line with the portfolio risk budget and performance objectives
- Enhance portfolio management processes by developing strategic initiatives
- Providing investment guidance on client implementation decisions, and resolving any portfolio management issues
The skills you'll need
We’re looking for someone with significant experience and market leading knowledge of investment model management and construction. Along with experience of managing multi-asset investment portfolios, you’ll have the ability to develop investment models to meet the needs of a range of clients.
You’ll also demonstrate:
- Strong experience of discretionary client portfolio management
- Strong knowledge of the UCITS IV regime
- A track record of delivering investment performance through security selection
- Excellent relationship management and communication skills
If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.
