Portfolio Manager / Investment Strategist
A leading Private Client Investment Management firm based in Mayfair, require a Client Portfolio Manager / Investment Strategist to join our Investments team.
Reporting to to Chief Investment Officer, you will work in a team of 5 where your responsibilities will include:
- Manage client portfolios across Fixed income, Equities and Funds;
- Analyse and develop investment ideas for client portfolios;
- Contribute to economic / market reports and a description of our investment strategies and their performance impact, involvement in all aspects of the take-on process for new clients, the monitoring of adherence to clients’ investment guidelines, and the production of reports measuring risk and exposures.
- Preparation of monthly and quarterly reports;
- Produce client review meeting books and presentations to prospective clients and consultants;
- Contribute to the marketing and sales effort, via regular presentations and research;
- Maintain relationships with clients and providing support to Client Relationship Managers;
- Provide back up the other portfolio managers.
Person specifications:
- Educated to a minimum of degree level, ideally with a post-graduate qualification in a relevant discipline;
- Ideally will be a CFA charterholder;
- At least 5 years relevant experience;
- You will have an excellent understanding of asset allocation;
- Experience presenting to clients;
- Highly numerate and analytical, and possess strong IT skills.
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