Client Portfolio Manager

TN United Kingdom; London; Hybrid; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a detail-oriented client relationship manager to enhance client interactions and ensure operational excellence. In this dynamic role, you will manage relationships across various investment vehicles, identify service needs, and collaborate with internal teams to deliver tailored support. This position offers a hybrid work model, fostering a supportive environment for personal and professional growth. If you thrive in a fast-paced setting and are passionate about asset management, this opportunity is perfect for you.

Benefits

Pension

Life Cover

Income Protection

Growth-Oriented Environment

Qualifications

• 5+ years in asset management in a client-facing role.
• Knowledge of regulations is beneficial.

Responsibilities

• Act as a client relationship manager for key clients.
• Manage client relations across investment management portfolios.

Skills

Client Relationship Management

Regulatory Knowledge

Fund Marketing

Performance Metrics

Team Collaboration

Education

Bachelor's Degree

5+ Years in Asset Management

Job description

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Reports to: Head of AIF Oversight

What You'll Do

The primary activity of the role is to act as a client relationship manager for key clients, ensuring excellent relationship management and liaising with internal teams to deliver operational support.

You will manage client relations across our investment management portfolio, including long-only equity funds, hedge and credit funds, private equity, real estate, and venture capital vehicles.

You will identify additional service needs from existing clients, such as new fund launches or administrator tenders, and collaborate with the IQ-EQ Commercial team to prepare proposals.

The role initially involves managing two analysts supporting fund board reports and portfolio risk reporting.

You will be part of the Portfolio Monitoring & Reporting (PM&R) Team, responsible for portfolio monitoring and producing investment management reports across all mandates.

You will support the Portfolio Monitoring Committee and the PM&R Team in reporting to fund boards and act as an advisor on new regulations like Consumer Duty and ESG regulations.

Additional Responsibilities

• Support the Portfolio Monitoring Committee with regular reports, including Annual Product Review, AIF Assessment, and investment milestone monitoring. Also, handle Consumer Duty and PROD-related assessments and reports.
• Produce AIFM reports and improve AIFM board reporting to align with Irish Manco (liquid funds) and Lux AIFM (illiquid funds).
• Develop AIF/AIFM reporting for ESG regulations such as EU SFDR and UK TCFD & SDR.
• Collaborate with colleagues across IQ-EQ.
• Contribute to team objectives and process improvements.
• Enhance understanding of regulatory landscape and pursue learning opportunities.
• Take responsibility for personal development and adherence to policies around conduct risk and company procedures.

Qualifications

• 5+ years in asset management in a client-facing role.
• Knowledge of regulations is beneficial.
• Background or interest in fund marketing or performance metrics.
• Management experience or aspiration to manage.

Why Join Us?

• Hybrid work model – office 2 days a week.
• Supportive, growth-oriented environment.
• Benefits including pension, life cover, income protection, and more.

If you are detail-oriented and thrive in a fast-paced environment, we want to hear from you!

At IQ-EQ, we value expertise, collaboration, and innovation. Join us to be part of something bigger.

Additional Information

We promote an inclusive, diverse environment supporting your career and personal growth, with opportunities across our service lines and international offices.