Collective Portfolio Service (CPS) Manager

Employer: Finance Network
Location: London, United Kingdom
Salary: Competitive
Closing date: Feb 16, 2023

Job Function: Wealth Management
Industry Sector: Finance - General
Employment Type: Full Time
Education: Bachelors

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Responsibilities:

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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