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Multi Asset Portfolio Manager – £Exc + Bens + bonus

An outstanding opportunity has arisen within this highly regarded mid-size Asset Manager for an experienced Portfolio Manager to help shape the firms Multi Asset Tactical Asset Allocation, portfolio construction and manager selection policy.

Roles & Responsibilities

  • The successful candidate will lead, coordinate and participate in the firms Multi-Asset Team’s research into fund managers and asset classes

  • You will be expected to develop an investment policy with respect to major asset classes and also be expected to make meaningful contributions to the broader Manager Selection, Asset Allocation, Portfolio Construction and Risk Management processes of the Multi-Asset team.

  • The successful candidate will be expected to lead and participate in manager research projects and will also be required to demonstrate a ‘whole of capital structure’ perspective and to that end the candidate will also participate in cross asset class research projects including but not limited to equity, fixed income and alternatives.

  • The candidate will work with the Deputy Head of Multi Asset to identify research projects to prioritise and will execute those in a timely manner

  • The candidate will be expected to be a source of idea generation and will have an exacting approach to asset class and manager research.

  • The candidate will be expected to create notes and reports combining their desk-based research and their findings from the manager meetings.

  • This role is expected to be client-facing and the successful candidate will be able to demonstrate their comfort with, and ability to, engage with clients on a one to one and one to many basis including conference speaking etc.

  • The individual will be expected to contribute fully to all team activities such as asset allocation, portfolio construction as well as assisting with sales and marketing initiatives and client engagement.

Experience & Qualifications

  • The candidate should have 5+ years’ experience in manager selection.

  • The candidate should have demonstrable relevant experience in a role that encompasses manager selection, asset allocation, portfolio construction and client engagement.

  • The candidate should have experience in researching funds across a wide range of asset classes including but not limited to equity, fixed income and alternatives such as property and infrastructure managers.

  • The candidate must also demonstrate significant asset class knowledge across a wide range of asset classes including but not limited to equity, fixed income and alternatives such as property and infrastructure.

  • The candidate would preferably demonstrate particular expertise in the field of fixed income / credit markets and relevant manager selection.

  • The candidate should have experience in researching both open ended and closed ended structures (such as REITs and Investment Trusts).

  • The candidate should be comfortable leading both qualitative and quantitative research projects.

To hear more about this exiting opportunity, please contact Alx Brown on 020 7847 8878 or email your CV to http://alex@meredithbrown.com. Ref: AB14783.

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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