Portfolio ManagerClient relations recruitment
Role is a mix of client relations, trading ,client reporting and hedging of portfolios. The company has a centralised investment group that sets asset allocation for client risk profiles which the PM s need to keep within. Pm will do initial client AA but the instrument allocation that can be allocated is a fairly tight list of stocks ,bonds ,funds and ETF s for the investment group. The PM s will need to understand and appreciate the AA to be able to convey the house message to the clients.
Backgrounds should include private clientwm experience, client interface experience and familiarity with performance reporting. The client runs some 3b in assets including alternatives and most of the investments are direct not fund packages. Qualifications wise CFAIMC progression is appreciated . The candidate needs to be able to talk investment and understand processes. Bloomberg experience appreciated.