Portfolio Manager and Fund Analyst

4952 Barclays Bank PLC; Greater London; On-site; GBP 120,000 - 170,000; Full time

Job summary

Barclays in London is seeking a Portfolio Manager and Fund Analyst within the Private Bank and Wealth Management Hedge Funds, Funds and ETFs team. You will lead investment due diligence on third-party managers, focus on fixed income, and contribute to UCITS fund portfolios through sub-advised mandates.

The role combines rigorous research, governance, and stakeholder communication, requiring strong analytical and written skills. A strong IMC or CFA pathway is desirable.

Qualifications

• Experience in investment research, fund due diligence and third-party manager selection.
• Ability to analyse complex investment information with high attention to detail.
• Strong written and verbal communication for clear investment recommendations.
• Knowledge of risk drivers, portfolio construction and performance attribution.
• IMC or equivalent qualification completed.

Responsibilities

• Undertake detailed investment due diligence on third-party investment managers, focused on fixed income.
• Identify and evaluate new investment opportunities and make manager selection recommendations.
• Monitor performance, risk characteristics and portfolio positioning of managers.
• Contribute to portfolio management of UCITS funds with third-party sub-advised mandates.
• Support and challenge investment recommendations across other asset classes.
• Prepare investment notes and reports for investment committees.
• Present complex investment concepts to internal stakeholders.
• Integrate external consultant research into the internal framework.
• Use Bloomberg, Morningstar, Dasseti, MSCI ESG Manager and Style Research for analysis.
• Adhere to UCITS, risk controls and governance policies.

Skills

Investment research

Due diligence

Manager selection

Analytical thinking

Communication skills

Education

Investment Management Certificate (IMC) or equivalent

Tools

Bloomberg

Morningstar

Dasseti

MSCI ESG Manager

Style Research

Job description

Job Description Purpose of the role

To generate returns, manage risk, and ensure the portfolio's financial stability and long-term success.

Accountabilities

Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness.

Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance.

Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors.

Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders.

Implementation of risk management strategies to identify, assess, and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk.

Conducting of simulations to assess the portfolio's resilience to different market scenarios and economic downturns, identification of potential vulnerabilities and informing on risk mitigation strategies, and communicate key findings to senior executives and board members.

Monitoring of economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly.

Research of emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns.

Stakeholder management of investment banks, market makers, and other external partners as needed for portfolio transactions and information gathering.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.

Collaborate closely with other functions/ business divisions.

Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.

Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes.

If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.

The four LEAD behaviours are:

• L - Listen and be authentic
• E - Energise and inspire
• A - Align across the enterprise
• D - Develop others

OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments.

They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.

Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.

Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.

Take ownership for managing risk and strengthening controls in relation to the work done.

Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.

Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.

Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.

Influence or convince stakeholders to achieve outcomes.

Company Vision and Role Scope

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right.

They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.

Join us as a Portfolio Manager and a Fund Analyst within the Private Bank and Wealth Management (PBWM) Hedge Funds, Funds and ETFs team.

Our vision is to deliver high quality scalable investment solutions driving growth across all PBWM channels, by helping clients achieve their investment objectives.

We have a long track record of identifying the small subset of active managers who can deliver over the long term.

We are agnostic regarding the structure of the investment and cover third party mutual funds, active ETFs and customised mandates.

We are also able to work directly with investment managers to design and launch new investment strategies.

The role is central to the identification, selection and ongoing monitoring of third-party investment managers with a primary focus on fixed income strategies.

The role combines investment research and manager selection responsibilities with portfolio management of UCITS funds that utilise customised, third-party sub-advised mandates.

The successful candidate will contribute to delivering strong, risk-adjusted outcomes for a wide range of global clients across discretionary, advisory and Direct Investing platforms, operating within a robust risk management and governance framework.

What you will be doing

• Undertake detailed investment due diligence on third-party investment managers, with a primary focus on fixed income strategies, including assessment of investment philosophy, process, people, risk management and performance.
• Identify and evaluate new investment opportunities and make well-reasoned manager selection and termination recommendations to internal governance forums.
• Perform continual monitoring of appointed managers, including regular review of performance, risk characteristics, portfolio positioning, style consistency and organisational developments.
• Contribute to the portfolio management of UCITS funds, including construction and ongoing oversight of portfolios comprising customised third-party sub-advised mandates, ensuring alignment with stated objectives, risk parameters and client outcomes.
• Support and challenge investment recommendations across other asset classes as required, acting as an objective and knowledgeable participant in broader investment discussions.
• Prepare high-quality written investment notes, monitoring updates and formal recommendations suitable for investment committees and senior stakeholders.
• Present complex investment concepts clearly and confidently to internal stakeholders, including peers and senior management.
• Integrate external consultant research as an input into the internal research and selection framework, contributing to a hybrid research model that combines proprietary and external insights.
• Use a range of investment and research tools, including Bloomberg, Morningstar, Dasseti, MSCI ESG Manager and Style Research, to support analysis, monitoring and reporting.
• Operate within established risk, controls and governance frameworks, ensuring appropriate documentation, escalation and adherence to UCITS and internal policy requirements.

Essential Skills/Basic Qualifications

• Prior experience in investment research, fund due diligence and third-party investment manager selection.
• Strong investment knowledge including understanding of key risk drivers, portfolio construction and performance attribution.
• Demonstrable ability to analyse complex investment information with a high attention to detail.
• Strong written and verbal communication skills, with the ability to deliver clear, concise and well-structured investment recommendations.
• Investment Management Certificate (IMC) or equivalent qualification completed.

Desirable Skills/Preferred Qualification

• Previous experience analysing or covering fixed income strategies.
• Progress toward or completion of the Chartered Financial Analyst (CFA) programme.
• Practical knowledge of UCITS regulations and fund structures.
• Familiarity with consultant research and experience integrating it into an internal research framework.
• Experience using one or more of the following tools: Bloomberg, Morningstar, Dasseti, MSCI ESG Manager, Style Research.
• Understanding of ESG considerations within manager assessment.

Location

This role is based in London.

Our Work Experience

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people.

Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.