Portfolio Manager - Listed Markets

Elliott James
London, United Kingdom
Sep 12, 2019
Sep 25, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Responsibilities of the role include conducting research on existing firms fund portfolio companies, the wider universe of potential investments and research to support future fund launches. The successful candidate is expected to be a named co-manager on the next fund and will take and increasingly active role in managing investments in the existing funds.

The team is a small, however all team members support across the full lifecycle of fund management. Specific responsibilities include:
  • Macroeconomic and portfolio level investment research;
  • Portfolio construction and monitoring;
  • Macroeconomic and portfolio level investment research;
  • Daily trading, rebalancing and reporting;
  • Sector research for future funds and product enhancements (including into companies on the periphery of existing fund remits, new market entrants and wider sector themes);
  • Operational process enhancement (covering settlement, allocations, reporting and reconciliation);
  • Trading software implementation, management and optimisation;
  • Third party engagement (ACD, custodian, depositary, auditor, transfer agent, trading software provider, platforms, research providers, brokers, etc.);
  • Competitor analysis, competitive positioning and strategic planning;
  • Sales meeting support, sales trend analysis and material for marketing materials; and
  • Risk management, analysis and reporting.


A good candidate will likely have experience gained via a research or fund management role at an asset management firm active in listed markets.

Qualifications and Experience Requirement:
  • CFA preferred;
  • 8+ years' experience including investing in listed markets;
  • Experience in listed infrastructure, renewable energy and listed alternatives;
  • University Graduate with a minimum 2:1 degree from a top tier university.

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