Associate Portfolio Manager

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Job Description

Are you passionate about delivering top-tier investment services? Join our team as an Associate Portfolio Manager and contribute to our mission of providing exceptional investment solutions to IFAs, Financial Planners, Investment Managers, and clients.
Key Responsibilities:

• Portfolio Management: Assist in portfolio construction, trading, rebalancing, risk monitoring, and data management.
• Investment Research: Conduct asset allocation and investment research for our asset management portfolios.
• Investment Meetings: Participate in investment meetings, produce rationales, and document minutes.
• Client Portfolio Reviews: Regularly review client portfolios to ensure investment suitability.
• Market Knowledge: Stay updated on market trends and professional developments.
• Client Communication: Respond to client queries promptly and efficiently.
• Cross-Divisional Collaboration: Act as a liaison between Asset Management and other divisions.
• Collateral Production: Coordinate and produce factsheets, valuations, and marketing materials.
• Documentation: Produce and store meeting minutes and rationales.
• Risk Rating Liaison: Work with risk rating agencies and communicate ratings internally.
• Sales & Marketing Support: Collaborate with the Intermediary Sales Team and Marketing department.
• Event Representation: Represent the company at marketing events and presentations.
• Business Development: Develop professional connections and new business opportunities.
• Team Training: Train and develop junior team members.
• Compliance: Ensure adherence to personnel and health & safety policies and promote a compliance culture.

Qualifications & Experience:

• Education: University Degree or equivalent.
• Certifications: IMC / IAD required; CFA Level 1 preferred.
• Experience: In portfolio/investment management.
• Skills: Experience with multi-asset investment products.

Join us and be a part of a dynamic team dedicated to excellence in investment management. Apply now to make a meaningful impact!