Portfolio Manager

Role Title Portfolio Manager
Reporting To Head of Investments
PCF / CF Category CF 11
MCC Required No
Direct Reports No

Role Purpose
The Portfolio Manager, under the direction of the Head of Investments, will assist in the Investment Management activities that align to the company strategy. The investment department invests directly in fixed income, equities, property and alternatives, allowing the successful candidate experience across several asset classes.

Role Responsibilities
Key responsibilities of the role include, but are not restricted to :

• Responsibility for the daily portfolio management, risk monitoring, stock and sector analysis.
• Adhere to the company's risk management framework by promoting a strong risk culture, identifying, reporting and management of risk within the business area.
• Deliver superior returns ahead of the benchmark under a well-documented investment rationale and within allowed limits.
• Maintain a high level of knowledge on individual holdings and industry peers by attending company and sector presentations and hold a core view on sector and asset class.
• Supporting the team in the generation of investment ideas and contribution to strategy.
• Preparation and delivery of reports on new investments or projects.
• Communicate with internal teams and present to Board and Investment Committee when required.

Person Specification
Experience, Skills and Education Qualifications:

• Preference for post-graduate qualification (min 2.1) in Finance, Economics, or another relevant discipline. Preference for an industry qualification such as CFA.
• Over 5 years of experience and proven track record as equity or fixed income analyst with revenue generation in an investment management capacity and/or research calls as either a buy/sell side analyst.
• Candidate must be driven with a hard work ethic and must be highly proficient in identifying business and trading opportunities. With this in mind, he/she must have proven skills in portfolio construction and risk management.
• Candidate must be aware of the heightened regulatory environment and operate on a day to day basis within the approved policies and procedures of the company and regulated markets.
• Ability to demonstrate strong communication skills and build strong internal relationships as the role requires presentations to management and investment committee.
• Scope to broaden horizons and develop beyond current asset class expertise. Candidate must demonstrate an entrepreneurial mind-set, combined with a professional/intellectual attitude and must be a self-motivator.
• Proven knowledge and exposure to various asset classes including fixed income, equities and alternatives.
• Strong Bloomberg and excel proficiency with ability to build valuation tools for monitoring current and prospective investments.

Competencies & Behaviours

• Team Work & Co-operation - Creates strong morale, demonstrates humility and fosters open communicationRisk Management - Adheres to risk management requirements as articulated in the company's risk framework
• Decision Making & Judgement - Establishes a connection in the analysis between a problem and its context and executes judgement through balanced and timely decision making
• Planning & Organising - Analytical and decisive, with the ability to prioritise and communicate key objectives to achieve organisational goals