Portfolio Manager – Index Tracking Management recruitment
The product offering includes ETFs, pooled funds and segregated mandates utilising replication and sampling methodology along with synthetic based exposures. Benchmarks range from mainstream domestic and global indices to highly customised solutions all supported by leading edge proprietary technology. The team has experienced significant asset growth from is global client base over recent years and has well developed plans for further expansion.
We are seeking to recruit an experienced index portfolio manager who can make a significant contribution to the ongoing development of the team. We are also willing to consider exceptional individuals with proven relevant experience willing to be trained in the role.
The main duties of this role will be:
• lead portfolio management responsibilities for specific mandates as well as providing back-up support. Responsibilities will include portfolio monitoring, rebalancing, cash flow and currency management, index change analysis, transition management and report writing
• contributing new ideas to the investment process
• supporting client and consultant relationships
• assist in new business development opportunities
• undertaking research pertinent to index-tracking e.g. portfolio re-balancing techniques, benchmark selection
• contribute to the maintenance of index systems and database
Candidate Requirements
The ideal candidate will:
• have a strong track record in managing equity indexed portfolios benchmarked against major global or regional indices
• have experience of index management in other assets classes
• be able to demonstrate a high degree of numerical and analytical ability
• have excellent interpersonal and communication skills
• hold the IMC and hold or be willing to study for the CFA
• demonstrate a strong knowledge of indexation and investment
• have fluent English with German an advantage