ASSOCIATE PORTFOLIO MANAGER

ASSOCIATE PORTFOLIO MANAGER, GLOBAL WEALTH MANAGEMENT, C£40,000 - £45,000 PLUS EXCELLENT BENS & BONUS, MAYFAIR

Our client is a leading Global Investment Management firm providing investment management and research services to public and private sector institutional clients, retirement and pension funds, banks, insurance companies and high-net worth individuals. The Company brings together more than three decades of expertise in growth investing with another component of the organisation bringing excellence in value management, as well as being a large and well-respected fixed-income manager. The Company is also one of the world’s largest mutual fund sponsors, with a diverse family of globally distributed mutual fund portfolios. This unique breadth and depth of skills allows them to offer a broad array of products across all major investment disciplines to clients around the world.

Position Description:
The role of the Account Manager is to effectively support the Senior Portfolio Management team and Investment Policy Group in the translation of portfolio strategy across client accounts. On a day to day basis this means the Account Manager is responsible for initiating equity and currency trades based on the guidance from the research teams, model portfolio targets and account management guidelines. Account Managers are responsible for ensuring that the portfolio strategy is applied to individual client accounts and are encouraged, based on the target portfolio and client holdings to suggest potential trades with the Director of Research. Account Managers are given responsibility for the day to day management of accounts ensuring the client’s account is run smoothly.

Responsibilities:
• Implementation of investment decisions for individual equity value accounts.
• Monitoring of equity, currency (including hedged positions), stock index futures and cash positions in the accounts.
• Reviewing and approving of client guidelines, implementing client requests, and reacting to cash-flows in the accounts.
• Liaise with other departments internally, especially the separate investment discipline teams, Senior Portfolio Managers, Legal/Compliance, Sales/Marketing, and Investment Operations.
• Frequent interaction with Senior Portfolio Managers, Traders, Global Analysts, and the Sales departments is necessary.
• Using various quantitative portfolio management tools, including portfolio optimization techniques.
• Cash Management and client queries.

Skills and Experience:
• Relevant industry-related experience
• Graduate ( a 1st or 2:1 minimum finance based degree)
• Strong analytical and numeric ability
• Excellent communication skills
• Detail orientated
• Candidates will have to demonstrate they can prioritise and work well under pressure
• Proven problem solving skills is essential