Junior Portfolio Manager - Private Markets Impact Investing

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