Portfolio Manager, Active Equity
- Employer
- LGPS Central Limited
- Location
- Wolverhampton, United Kingdom
- Salary
- Up to £60,000
- Closing date
- Mar 24, 2019
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Role
• Fundamental Equity Analysis and valuation with global sector responsibilities.
• Management of equity sub-funds / investment mandates.
• Document and ensure that you meet the investment targets of the Partner Funds in respect of those sub-funds and mandates.
• Under the supervision of the Senior Portfolio Manager integrate, document and maintain the Investment Committee's investment policies applicable to the asset classes / portfolios for which you are responsible, in addition to observing the house policy on Responsible Investment and Engagement.
• Always manage risk and compliance in accordance with the Company's Risk and Compliance Framework.
• Run your sub-funds / investment mandates in a manner which will deliver value for money for Partner Funds whilst identifying opportunities to improve the risk adjusted returns after charges in your portfolios.
• Provide documented assurance to the Senior Portfolio Manager that your portfolios are managed within the parameters set in the Prospectus and the IMA, and in accordance with the Company's policies.
• Contribute to a rigorous culture of high performing, collaborative, research based and responsible investing across the Investment Team.
• Be an ambassador for LGPS Central within the investment community, Partner Funds, and with regulators and key stakeholders.
• When directed by the Senior Portfolio Manager, implement the creation of new external mandates or the retender or consolidation of existing external mandates.
• Take ownership of tasks the Senior Portfolio Manager asks you to manage, for example trading, meeting companies, manager selection, transitions, investor relations and strategy development.
• Under the direction of the Senior Portfolio Manager deliver a transparent, auditable and repeatable investment process.
Skills/Knowledge/Experience/Competence:
• Experience of collaborative investment decision making.
• Demonstrates skill in selecting investments, documenting the rationale for making investments, portfolio construction, and monitoring.
• Previous experience of managing investment portfolios successfully and/or previous investment experience in Equity analysis and stock picking.
• Can evaluate performance and risk of investment portfolios objectively.
Qualifications
• Degree level or equivalent
• CFA or working towards
IMC
• Fundamental Equity Analysis and valuation with global sector responsibilities.
• Management of equity sub-funds / investment mandates.
• Document and ensure that you meet the investment targets of the Partner Funds in respect of those sub-funds and mandates.
• Under the supervision of the Senior Portfolio Manager integrate, document and maintain the Investment Committee's investment policies applicable to the asset classes / portfolios for which you are responsible, in addition to observing the house policy on Responsible Investment and Engagement.
• Always manage risk and compliance in accordance with the Company's Risk and Compliance Framework.
• Run your sub-funds / investment mandates in a manner which will deliver value for money for Partner Funds whilst identifying opportunities to improve the risk adjusted returns after charges in your portfolios.
• Provide documented assurance to the Senior Portfolio Manager that your portfolios are managed within the parameters set in the Prospectus and the IMA, and in accordance with the Company's policies.
• Contribute to a rigorous culture of high performing, collaborative, research based and responsible investing across the Investment Team.
• Be an ambassador for LGPS Central within the investment community, Partner Funds, and with regulators and key stakeholders.
• When directed by the Senior Portfolio Manager, implement the creation of new external mandates or the retender or consolidation of existing external mandates.
• Take ownership of tasks the Senior Portfolio Manager asks you to manage, for example trading, meeting companies, manager selection, transitions, investor relations and strategy development.
• Under the direction of the Senior Portfolio Manager deliver a transparent, auditable and repeatable investment process.
Skills/Knowledge/Experience/Competence:
• Experience of collaborative investment decision making.
• Demonstrates skill in selecting investments, documenting the rationale for making investments, portfolio construction, and monitoring.
• Previous experience of managing investment portfolios successfully and/or previous investment experience in Equity analysis and stock picking.
• Can evaluate performance and risk of investment portfolios objectively.
Qualifications
• Degree level or equivalent
• CFA or working towards
IMC
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