Address
Form of work
SalaryRESPONSIBILITIES
Portfolio Construction and Management: Construct and manage portfolios, ensuring
adherence to the Investment Policy Statement and asset allocation. Monitor portfolio performance and proactively adjust portfolios to optimise returns.
Examples include:
- Constructing portfolios for US/UK clients, with various currency/tax constrains, allocating assets across equities, fixed income and alternative investments in a tax efficient manner to achieve long-term growth while managing risk.
- Produce holding reports to analyse where client portfolios are out of line and/or cash is available to be invested.
- Making timely portfolio rebalancing decisions to maintain target asset allocation based on changing market conditions and portfolio objectives.
- Oversight of cash and foreign exchange balances to maintain sufficient liquidity for regular withdrawals and fees.
- Conduct regular client portfolio reviews to ensure asset allocations are in line with the agreed risk profile and investment policy statement.
- Communicate with the tax team and produce tax specific reports (e.g., realised & unrealised capital gains) to ensure that client tax positions are considered when rebalancing portfolios and raising cash.
- Utilising performance analysis tools to ensure that client portfolios are meeting target returns within agreed parameters and/or generating agreed income levels, implementing necessary adjustments.
Client Relationship Management: Cultivate and maintain strong relationships with Advisers and clients in order to understand their investment goals, risk tolerance and evolving needs.
Examples include:
- Attending client meetings to discuss portfolio performance, investment strategies and any updates or changes to their investment plans.
- Collaborating with the Advisers/PCEs/Paraplanners to ensure effective communication and timely response to client queries.
- Provide regular updates on portfolio performance, investment strategies and market insights to Advisers.
Investment Research and Analysis: Conduct thorough market research, analyse economic
indicators, and monitor industry trends in order understand and effectively communicate view to Advisers and clients.
Examples include:
- Assessing the impact of macroeconomic factors on portfolio performance.
- Evaluating investment opportunities across various asset classes, such as equities, fixed income, alternatives and derivatives to optimise portfolio diversification and returns.
- Staying up to date on market events and our clients investment strategy. Attend IDBs and external seminars to build investment knowledge.
Team Collaboration: Foster a collaborative and high-performing team environment, promoting knowledge sharing and continuous development.
Examples include:
- Providing guidance and support to Associate Portfolio Managers, assisting with investment analysis to help APMs resolve tax and investment related queries.
- Facilitating regular discussions regarding investment strategies, macro views or securities analysis to build up the technical skills of the team.
- Presenting macro views, stocks/credits notes and investment ideas to the team and wider US desk.
- Approving the team's trades via internal trading system.
Team Projects: Actively contribute to various team projects to improve the efficiency of the PM desk.
Examples include:
- Participating in the development of internal processes and procedures, such as portfolio reviews, trading, client proposals.
- Participating in process improvement projects to enhance operational efficiency and streamline workflows.
Risk Assessment and Compliance: Ensure adherence to risk management protocols,
compliance standards and regulatory requirements.
Examples include:
- Identify and assess investment risks including market risk, credit risk, liquidity risk and operational risk, escalating to the Advisers where necessary.
- Identify potential vulnerabilities in the portfolio such as stray assets, concentrated positions, loans, currency exposure and volatility, escalating to the Advisers where necessary.
QUALIFICATIONS/PROFESSIONAL DEVELOPMENT
RDR compliant to become CF30/Certified
Manage CPD by regularly attending internal and external seminars.
Further exam progression to be discussed with line manager.
Please only apply, if you have the relevant experience and we will contact those applicants we consider suitable within a few days.
