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Join us as a Portfolio Manager in our Private Bank and Wealth Management team based in London. A Portfolio Manager (PM) is central to delivering a great experience for clients by providing first class service, managing investment portfolios and contributing to the overall investment process. PMs act as stewards for our clients and our business – operating both with fiduciary responsibility and a desire to build lasting discretionary relationships in partnership with the Wealth Managers/Private Bankers. The purpose of the role is to generate returns, manage risk, and ensure the portfolio’s financial stability and long-term success.
Job Responsibility:
Manage a book of client portfolios with differing levels of complexity
Manage a range of client relationships
Support the growth of the broader DPM offering across PBWM
Work in partnership with the broader PM team to ensure depth of understanding of the model strategies
Contribute to investment decision making
Ensure timely execution of investment decisions within client portfolios
Generate strong risk-adjusted returns that meet clients’ expectations and goals
Work within established tolerances and personal authorisations
Allocation and monitoring of securities within a portfolio
Execution of research and analysis on various securities to identify profitable investment opportunities
Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders
Performance monitoring against benchmarks and objectives
Implementation of risk management strategies
Conducting of simulations to assess the portfolio's resilience
Monitoring of economic data, industry news, and geopolitical events
Research of emerging asset classes, innovative investment strategies, and alternative investments
Stakeholder management of investment banks, market makers, and other external partners
Requirements:
Experienced portfolio manager with knowledge and understanding of relevant systems and processes in respect of multi-asset portfolios and their construction
Track record of successfully servicing investment clients
Demonstrable track record of success in investment analysis
Uncompromising attention to detail
Level 6 CISI qualified (or equivalent)
Nice to have:
Previous management experience
Experience in managing and leading a small team of individuals
Ability to articulate investment ideas in a succinct and accurate manner
Willing to champion own views while being able to positively and respectfully challenge the views of others
Dedicated team player
Diligent, tactful, client focused individual with an ability to relate to a wide range of clients both internally and externally
What we offer:
Hybrid working
Structured approach to hybrid working with fixed 'anchor' days