MVO Portfolio Manager
Your role will be to structure and manage the portfolios; setting the strategy for complex clients.
Duties Include:
• Meeting with clients as the technical expert on the funds
• Setting the risk parameters and strategy for the clients portfolio
• Asset allocation
• Providing commentary on performance, the house and market views
• Aiding the Sales team with pitches
To apply for the role we are looking for candidates with 10+ years experience allocating complex portfolios. A strong understanding of all asset classes, and experience of managing relationships with HNW/UHNW individuals.
CFA Advantageous
“Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age”.
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