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Collective Portfolio Service (CPS) Manager

Finance Network
London, United Kingdom
Closing date
Feb 16, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
  • To be part of the Investment Management department and primarily responsible for the management of the Collective Portfolio Service (CPS).
  • Working alongside the Head of Collectives to perform the tactical management of the active CPS after changes occur on underlying Collective model portfolios.
  • The CPS Manager is responsible for executing the quarterly changes necessary in the passive CPS range so that the strategies are in line with the appropriate benchmark they track.
  • The CPS Manager is responsible for executing the quarterly changes necessary in the Systematic CPS Mandate after the Strategy Committee has agreed the appropriate asset allocation.
  • Working with the Head of Sustainability to ensure that the ESG criterion is abided by, that the scoring methodology is integrated and monitored dynamically across all CPS models.
  • The jobholder is a member of the Strategy Committee and must be fully prepared for such meetings including providing advance and follow-up papers and actions in a timely fashion.
  • Attend and contribute to the regular strategy meeting and the weekly stock meeting. P
  • Be responsible for liaising with member firms on any information necessary to explain the day-to-day working of CPS, current positioning, views on Markets and explaining recent activity together with liaising with the CIO on strategy views to disseminate as required.
  • To attend external fund house presentations and financial conferences as appropriate. To be responsible for ensuring their regulated CPD is updated and completed annually.
  • To effectively manage risk in areas of responsibility and ensure that key risks are identified.
  • Is responsible for keeping themselves abreast of all major investment and economic issues through all sources available which includes external research and the financial press and media.

Technical Knowledge:
  • Market instruments
  • Portfolio Theory
  • Credit Markets
  • Economics: Macro and Micro
  • Taxation: as it applies to OEIC wrappers
  • FCA regulations, business and dealing procedures
  • Stock valuation techniques
  • Structured Products
  • Partnership compliance procedures

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