Portfolio Manager , MPS , Multi Asset Funds , Level 6/7 or CFA

JJ SEARCH LIMITED; Greater London; Vor Ort; GBP 70.000 - 110.000; Vollzeit

Zusammenfassung

JJ SEARCH LIMITED client in Wealth Management seeks an experienced Portfolio Manager to join the Model Portfolio Service team. You will construct and maintain model portfolios and strategic funds reflecting the firm’s investment views and strategies, and support IFA pitches and regular investment updates.

The role requires 4–5 years in portfolio management, solid fund research knowledge, and strong presentation skills for IFAs; CFA/PCIAM Level 6/7 is preferred.

Qualifikationen

• 4-5 years minimum portfolio management/portfolio construction experience.
• Level 6/7 PCIAM or CFA required.
• Strong knowledge of funds and fund research; multi-asset funds are common in model portfolios.
• Excellent presentation and relationship management with IFAs.
• Familiarity with Model Portfolio Service (MPS) preferred.

Aufgaben

• Construct and maintain Model Portfolios and Strategic Funds reflecting investment views and strategy.
• Lead IFA client pitches and regular update presentations; write portfolio commentary.
• Lead quarterly Investment Committee meetings with IFA adviser firms and manage assets.
• Monitor markets and conduct fund research; assess impact of asset allocation decisions.
• Mentor Trainee Portfolio Managers within the team.

Kenntnisse

Portfolio management

Portfolio construction

Fund research

IFAs communication

Multi-asset funds

Ausbildung

PCIAM Level 6/7 or CFA

Jobbeschreibung

Our client is an established Wealth Management company, highly recognised with a fantastic reputation.

The Role:

The Portfolio Manager will sit within the Model Portfolio Service team that focusses on the IFA Portfolio Management function and is responsible for Investment Services and Bespoke Portfolio Management to IFA firms.

The Portfolio Manager will construct and maintain the Model Portfolios and Strategic Funds reflecting the Wealth Management Firm’s investment views and strategy. The Portfolio Manager will also be responsible for IFA client pitches and regular update presentations as well as writing commentary.

Contribute towards the construction of Bespoke Model Portfolios and customize IFA investment strategies. Lead quarterly Investment Committee meetings with IFA adviser firms and manage assets and provide advice in accordance with investment process. Manage daily flows and investment strategies on Strategic Funds

The Portfolio Manager will apply top-down and bottom-up investment insights to Multi-Asset class portfolios. Contribute to idea generation, vehicle selection, risk and performance analysis. Evaluate impact of strategic and tactical asset allocation decisions.

The Portfolio Manager will also have Fund Research requirements working closely with the fund research team. Monitor markets to understand current drivers and market sentiment at the asset class and sub-asset class level, and attend external fund manager meetings when required.

The Portfolio Manager will evaluate the impact of stock/fund specific, market and general economic indicators and take appropriate action within the Bespoke MPS portfolios. Portfolio performance/asset allocation.

The Portfolio Manager will act as a primary contact for IFAs and their clients for the Bespoke Model Portfolio Service. Be a key point of contact for IFA pitches and ongoing investment update presentations. Deliver webinars on portfolios and investment topics for IFAs and their clients.

The Portfolio Manager will mentor the Trainee Portfolio Managers within the team.

The Candidate

4-5 years minimum Portfolio Management / Portfolio Construction experience ideally within Wealth Management (Asset Management also considered)

Must be level 6 or 7 qualified (PCIAM or equivalent) or full CFA

Must have a good knowledge of Funds / Fund Research) – Multi Asset, a the majority of the model portfolios are Fund based.

Ability to present and work closely with IFAs – able to communicate well with good Relationship Management skills

Knowledge and experience of MPS - Model Portfolio Service – would be very helpful.