Portfolio Manager / Project Manager
This business is responsible for providing risk managed solutions to institutional investors undergoing portfolio reorganisations in multiple asset classes. This advisory team delivers execution excellence, project management and risk management to clients, to reduce the cost of acquiring alpha and beta and ultimately to increase the performance of their investment strategies. The company offers a range of services, from simple advisory work to full fiduciary management capabilities, aiming to:
- Minimize costs through access to liquidity
- Manage multiple sources of transitional risk
- Centralize the point of accountability for change
- Dedicated project management resources
- Transparency via pre-and post-transition cost reporting
The team is involved in projects which emanate from:
- Investment manager turnover
- Evolving asset allocation
- Benchmark changes
- MA or other corporate activity
The business sits at the very heart of the transition advisory industry and has access to all asset classes, including highly esoteric or private placement assets requiring specialist analytical capability. Team members are expected to collectively own success and failure and are part of an environment where there is a strong commitment to develop and grow careers, with a focus on passion and excellence.
This person will act as the group’s senior fixed income specialist, helping clients transition their exposure(s) at the lowest cost and risk profile. In particular this involves:
- Identifying, understanding and mitigating all forms of risk that occur during a period of change. These risks relate to exposure and execution. In addition, it involves an understanding of the end-to-end investment process and ability to appreciate a client’s operational risks, as well as market / investment risk.
- Defining, 'owning' the optimal execution strategy.
- Designing, implementing, monitoring and executing detailed operating plans.
- Project managing the transition process and co-ordinating activity between all stakeholders.
- The ideal candidate must have the ability to view complex multi-dimensional restructurings at the macro level and articulate at the micro level the optimal execution path for a client.
We seek an experience fixed income portfolio manager, ideally from a long-dated credit or rates portfolio management background. Additional project management experience is advantageous. Demonstrable experience in managing multiple stakeholders is essential.
The diversity of transactions, breadth of asset classes and access to one of the largest pools of intellectual capital translates into a position where no two days are the same. Attention to detail and an appetite to learn are a must. Attention to detail, personal service and technical knowledge are at the core of the skills required to be a successful member of the team. You will be a good communicator, able to dissect complex ideas and concepts into relevant and timely information for clients - both verbally and in writing. The successful candidate will demonstrate the ability to communicate, to network and to establish and maintain productive working relationships with individuals at all levels.
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