Client Portfolio Manager

IQ-EQ; London; Hybrid; GBP 45,000 - 80,000; Full time

Job summary

An established industry player is seeking a Client Portfolio Manager to enhance client relations and drive service delivery across a diverse portfolio of investment management clients. This role involves managing relationships, identifying additional service needs, and collaborating with internal teams to ensure operational excellence. The ideal candidate will have a strong background in asset management, a passion for client service, and the ability to lead a small team. Join a supportive environment that values innovation and continuous learning, where your contributions will shape the future of investment management.

Benefits

Pension Scheme

Life Cover

Income Protection

Flexible Working Hours

Qualifications

• 5+ years in asset management in a client-facing role.
• Management experience or desire to manage is essential.

Responsibilities

• Manage client relations across various investment management clients.
• Support the Portfolio Monitoring Committee with reporting.

Skills

Client Relationship Management

Regulatory Knowledge

Fund Marketing

Team Management

Education

Bachelor's Degree

Relevant Certifications

Job description

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Company Description

IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.

Job Description

Department: IQ-EQ RegCom – Portfolio Management & Reporting Team

Reports to: Head of AIF Oversight

What You'll Do -

The primary activity of the role is to act as client relationship manager on a number of key clients, ensuring relationship and service working well, and liaising with internal teams who will deliver operationally.

You will be responsible for managing client relations across our portfolio of investment management clients, across the spectrum of long-only equity funds, hedge and credit funds, to private equity, real estate and venture capital vehicles.

You will also help to identify from existing clients when additional services are required i.e. a new fund launch or replacement Administrator tenders arise, and work with IQ-EQ Commercial team to submit a proposal for that business.

Intention for role to manage two analysts initially who will support the function as we build out the team producing fund board reports and undertaking portfolio risk reporting.

You will be part of the PM&R Team which is responsible for undertaking portfolio monitoring and producing investment management reports across all investment mandates.

Supporting the Portfolio Monitoring Committee (a 2nd Line of Defence committee) and PM&R Team on its reporting to fund boards (2LoD monitoring).

Acting in an advisory capacity to the ARs on new regulations such as Consumer Duty and ESG regulations.

The Role Will Also Include

• Supporting the Portfolio Monitoring Committee with regular reporting, including Annual Product Review, AIF Assessment, and investment milestone monitoring. Additional work around Consumer Duty and PROD as required, including value assessments, target market assessments, annual reports and Consumer Duty MI.
• Production of AIFM reporting and enhancing AIFM board reporting to be more aligned with Irish Manco (liquid funds) and Lux AIFM (illiquid funds).
• Developing AIF/AIFM reporting for ESG regulations including EU SFDR and UK TCFD & SDR.
• Collaborating with colleagues across the wider IQ-EQ group.
• Contributing to meeting team objectives and coming up with process improvements.
• Enhancing own understanding of regulatory landscape and taking learning opportunities that are offered.
• Taking responsibility for own progression including learning & development objectives
• Following the set policies and procedures around managing conduct risk
• Adhering to all company and IQ-EQ Group policies and procedures
  
  

Qualifications

What You'll Bring -

• 5+ years in the asset management industry in a client-facing role.
• Regulatory knowledge would be beneficial.
• Fund marketing background or an interest in fund performance metrics.
• Management experience, or desire to manage.
  
  

Why Join Us?

• Hybrid flexibility - work from office 2 days a week.
• A supportive, team-driven environment with opportunities to grow.
• Benefits such as Pension scheme, life cover, income protection and many more.
  
  

If you're detailed oriented and thrive in a fast-paced setting, we'd love to hear from you!

At IQ-EQ, we thrive on expertise, collaboration, and innovation. This isn't just a job - it's an opportunity to be a part of something bigger.

Additional Information

At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opportunities across our service lines and our international network of offices.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

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