VP/Portfolio Manager - Multi-Asset Retirement Solutions

AllianceBernstein; Greater London; On-site; GBP 180,000 - 240,000; Full time

Job summary

AllianceBernstein in London seeks a senior portfolio manager to lead the research and implementation of UK retirement solutions, while contributing to oversight of the US and Japan retirement business. You will build alignment with clients, drive investment strategies, and supervise performance with AB tools in a collaborative, multi-asset framework.

You will lead product development research, ensure guideline compliance, and deliver clear client messaging on performance and research, reporting

Qualifications

• Bachelor’s degree or higher.
• Relevant professional qualification: CFA, Fellow Institute and Faculty of Actuators etc.
• Around 10 years of experience in UK retirement markets, working directly with clients.
• Experience of building investment solutions that combine capital markets outlooks with client understanding to produce multi-asset solutions.
• Proven analytical skills with knowledge of statistics; SQL/ Matlab and/or Python preferred.
• Relentless intellectual curiosity and strong client communication abilities.

Responsibilities

• Alignment of the objectives of the solutions with client needs via AB tools.
• Compliance of investments with client and product guidelines.
• Integrating performance-enhancing research into solutions.
• Overseeing implementation of research and management of underlying strategies.
• Undertaking innovative product development for new or evolving solutions.
• Providing key messaging to clients and internal stakeholders on performance and research.

Skills

Analytical thinking

SQL

Matlab

Python

Investment knowledge

Client communication

Team leadership

Education

Bachelor’s degree or higher

CFA or actuarial qualification

Tools

SQL

Matlab

Python

Job description

As a portfolio manager in our London office the key job responsibility is to lead the research and implementation of our UK retirement solutions. Additionally, the successful candidate would be expected to be a key contributor to the oversight of our successful US and Japan retirement business.

Our UK retirement solutions, which were launched over 15 years ago, have established themselves as market leaders both in terms of overall investment performance delivered but also in terms of innovation, leading the way in terms of:

• Member alignment

• Asset allocation thinking

• ESG integration

• Private market inclusion

• Retirement income provision; and

• Reporting transparency

As portfolio manager of these solutions, reporting to David Hutchins, the successful candidate will assume responsibility with the team for delivery of investment performance that meets or exceeds the expectations of invested clients. To this extent they will be responsible for

• Alignment of the objectives of the solutions with the needs of our clients, via the use and development of AB proprietary member and investment analysis tools

• Compliance of the investment of the solutions with client and product guidelines

• Integrating performance enhancing research, either by

• Overseeing the efficient implementation of research into the solutions via the including mandating of appropriate underlying investment strategies that align with the research and ongoing manager selection and monitoring of the performance of those strategies

• Undertaking innovative product development research for either new solutions or evolution of existing solutions

• Providing and delivering key messaging to clients, internal and external, in terms of the solutions' performance and research

As a senior leader within the Multi-Asset business, you will:

• Ensure that ABs' core values are promoted across the business

• Provide commercial leadership in the development of new business opportunities/lines

• People leadership

• Business and regulatory leadership

Job Qualifications

• Bachelor’s degree or higher

• Relevant professional qualification: CFA, Fellow Institute and Faculty of Actuators etc.

• Around 10 years of experience in UK retirement markets, working directly with clients.

• Experience of

• Fundamental understanding of investment markets, with a strong knowledge of vehicles/instruments

• Experience of building investment solutions that combine capital markets outlooks with client understanding to produce multi-asset solutions that meet client needs.

• Proven analytical skills, with deep knowledge of statistics and experience of SQL, Matlab and/or Python preferred

• Relentless intellectual curiosity and a drive to excel at the highest level

• Experienced in client communication, both verbal and written

• A consummate team player who seeks a highly rigorous and collegial environment for their career development

London, UK