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Global Equity Portfolio Manager

Employer
CFA Society Doha LLCG
Location
Luxembourg (LU)
Salary
Market
Closing date
Mar 23, 2021

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Job Function
Portfolio Management: Equities
Industry Sector
Asset Management, Asset Owner
Employment Type
Full Time
Education
Bachelors

The Global Equity Portfolio Manager will report and be a close sparring partner to the CIO. He/she will be part of a team of three global equity portfolio managers.


The critical challenges can be summarised as follows:
• Be a key part of a Global Equity team that base their work on fundamental research and forecasts, including top down, macro-based asset allocation with a clear focus on valuations in global listed stock markets. In this work, it is important that he/she can strike the right balance between strategic thinking and being a doer.
• As an important member of the equity team as well as the broader investment team, the Global Equity Portfolio Manager will play a key role in providing input and ideas to the equity portfolio positioning of company. This means contributing to the broader team with analyses regarding equity markets globally and where the most attractive long-term stock equity positionings are to be found.
• The Global Equity Portfolio Manager reports to CIO and will as well work closely with the Asset Allocation and Fixed Income teams. Further, he/she will collaborate with managers, economists and companies, both internally and externally.

Candidate Profile

The ideal candidate for the position as Global Equity Portfolio Manager is a portfolio management specialist who possesses the skills of fundamental top-down/macro valuation based economic analysis.

He/she understands the impact of FX, interest rates and other macroeconomic factors on equity markets globally, in developed as well as emerging regions and sectors. The priority is on recruiting a person with minimum 5-10 years of experience and extended exposure to equity markets, having either worked as an analyst (but has moved beyond being a stock picker) or have participated in managing long-only top down-based assets in an unconstrained institutional environment. Finally, the chosen candidate will be a highly analytical specialist, who can add and further develop the systems, methodology and investment processes at the company.

The candidate must be a team player who can adapt to company’s non-hierarchic and down-to- earth values and can accept that the decision-making process is team-based with a final CIO overlay on all major changes to the portfolio. Along with this, the candidate should also bring to the team a high level of ambition, drive and energy. A final and crucial element should be open- mindedness and creativity, making possible the generation and thorough analysis of regional, country, sector, thematic and FX investment ideas.
Given the top-down and qualitative investment philosophy of the company, a candidate specialised in bottom-up stock picking will not be considered as well as a candidate with too much of a quantitative/model driven approach.

To ensure success, the Global Equity Portfolio Manager must have the following critical experiences:

Required
Experience and interest in sector- or region/country-based top-down/macro stock analysis 
Be a fundamentally based and value focused investor
5-10 years of experience with asset management
Extended experience with equity/financial markets
Development of systems, methodologies and investment processes used for top-down valuation of equity markets
Preference for a team-oriented and cooperative working model, rather than a silo-based and individualized one 

Preferred - Exposure to an international environment and organization

Competences

Qualified candidates for this position will need to demonstrate the following critical competences:


Results Orientation: The new Global Equity Portfolio Manager brings an excellent business understanding and is a strong executor. He/she is operational, hands-on and structured in style.

Strategic orientation: With a strong intellect and a relevant academic background, he/she understands the portfolio strategy and can participate in developing the overall investment strategy. This requires both analytical and conceptual skills plus the ability to define a proactive global approach with supporting action plans.


Collaboration: The Global Equity Portfolio Manager is an excellent collaborator, who can build relations within the company and develop a joint portfolio positioning in close discussion with the rest on the investment team. He/she must be a good relationship builder, communicator, and negotiator to challenge the existing and execute new long-term superior positioning ideas.

Personality

It is paramount that the chosen candidate has a set of values that mirrors the collectivistic and team-oriented environment of the company. Therefore, the ideal candidate is someone driven by working with others towards a common goal and does not derive their motivation from being the best individual or receiving the highest individual bonus. Furthermore, the chosen candidate should be open, dynamic, and comfortable working in a highly international environment, and someone who easily fits into the relatively small and talented team at the company.

Compensation

The successful candidate will be paid a competitive compensation package commensurate to the level of responsibilities of this role.

Role Location

The position is based at the company’s headquarters in Luxembourg.

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