Client Portfolio Manager

TN United Kingdom; United Kingdom; On-site; GBP 35,000 - 60,000; Full time

Job summary

An established industry player is seeking a Client Relationship Manager to oversee key client portfolios in investment management. This role involves managing client relations, ensuring service excellence, and collaborating with internal teams to deliver operational success. You'll lead a team, produce insightful reports, and navigate regulatory landscapes, including ESG and Consumer Duty. If you're passionate about client service and investment management, this is an exciting opportunity to make a significant impact in a dynamic environment.

Qualifications

• Experience in managing client relationships within investment management.
• Strong understanding of ESG regulations and compliance.

Responsibilities

• Act as client relationship manager for key investment management clients.
• Manage two analysts and produce fund board reports.

Skills

Client Relationship Management

Portfolio Risk Reporting

Regulatory Compliance (ESG, Consumer Duty)

Team Management

Education

Bachelor's Degree in Finance or related field

Professional Certification (e.g., CFA)

Tools

Investment Management Software

Job description

Social network you want to login/join with:

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Client:

IQ-EQ

Location:

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

b19fe7f8c773

Job Views:

11

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Job Description

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 work 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, including long-only equity funds, hedge and credit funds, private equity, real estate, and venture capital vehicles.

You will also identify from existing clients when additional services are required, such as new fund launches or administrator tenders, and work with IQ-EQ's Commercial team to submit proposals.

The role initially involves managing two analysts who will support the team in producing fund board reports and undertaking portfolio risk reporting.

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

You will support the Portfolio Monitoring Committee and PM&R Team in reporting to fund boards (2LoD monitoring).

You will act as an advisor on new regulations like Consumer Duty and ESG regulations.

The role also includes:

• Supporting regular reporting for the Portfolio Monitoring Committee, including Annual Product Review, AIF Assessment, and milestone monitoring, as well as Consumer Duty and PROD assessments.
• Producing AIFM reports and improving board reporting for Irish Manco and Lux AIFM funds.
• Developing ESG-related AIF/AIFM reporting, including EU SFDR and UK TCFD & SDR.
• Collaborating across the IQ-EQ group.
• Contributing to team objectives and process improvements.
• Enhancing understanding of the regulatory landscape and engaging in learning opportunities.
• Managing personal development and learning goals.
• Following policies around conduct risk and adhering to company and group policies.