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Junior Portfolio Manager - Private Markets Impact Investing

London, United Kingdom
Closing date
Nov 9, 2022

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Purpose:
  • Assist the portfolio manager in managing the impact investing portfolios
  • Perform day-to-day support activities including cash management, FX, trade instruction post-IC approval, performance attribution, reporting, impact measurement, research and analysis
  • Perform monitoring on the portfolio and input to sourcing and pipeline
  • Liaise with internal stakeholders including risk, compliance, operations

Key Accountabilities

Portfolio Manager:

Assist the portfolio manager in all day-to-day PM activities. Across the Impact and Healthcare PE Fund range this will include:
  • Cash management, FX, trade instruction post-IC approval, capital drawdowns / distributions
  • NAV reconciliation
  • Reporting
  • Stress testing
  • Performance attribution & impact measurement
  • Fund / investment monitoring
  • New idea generation
  • Pipeline Management

Impact Investing and Healthcare PE Team (Sustainable Private Asset Group):

Support the team in sourcing, meeting management, database maintenance, analysis and investment recommendations

Internal Stakeholder Management:

Liaise with all internal stakeholders including risk, compliance, legal, operations, audit and build effective working relationships and processes

Project Management:

Assist in co-ordinating projects in the impact investing team including new product development; process improvement; system implementation

Business Development :

Assist PSU, portfolio managers and sales in preparation of presentation material
  • Experience working within Private Markets is essential
  • Thorough understanding of portfolio management from the bottom-up including the associated operational processes; cash management; deal sourcing; analysis and portfolio construction
  • Demonstrated multiple stakeholder management in a large financial services firm
  • Previous exposure to, and a strong interest in, the impact investment sector
  • Ability to bring new ideas to the investment process
  • Entrepreneurial attitude and highly motivated individual
  • Strong interpersonal and communication skills
  • Dedication to building long-term relationships with both internal and external stakeholders
  • Comfortable communicating with all stakeholder levels internally and externally
  • Self-starter with the ability to work to deadlines and manage multiple projects effectively
  • Strong numerical, analytical and problem-solving skills with a high attention to detail
  • Proficient in Excel and PowerPoint
  • Excellent presentation and writing skills
  • Experience in asset management and relevant University degree

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