Director - Portfolio Management

Key Responsibilities:

The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
To input into the Portfolio Management team's investment process and investment selection for target portfolios
To work in partnership with the Investment Managers within the region to increase their confidence in the team and as a result increase the funds under management of the team

Investment Research -Sector Specialist

Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm's wider Investment Process needs
Understand the sector, providing appropriate recommendations, based on a wide range of resources
Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists
Construct materials as determined within the sector teams to support analysis and communication to Investment Managers
Leading the team and ensuring standards are met (where appropriate)

Key skills & experience.

Understanding of the financial services industry and investment market

Experience of managing client investment portfolios and providing investment advice
Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
Technical /product knowledge and effective communication of wide-ranging investment Management strategies and solutions
Ability to work well in pressurised environment and prioritise work
Excellent communication skills both written and verbal
Excellent numeracy and analytical skills
Experience of leading pitches and winning new business
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Professional Qualifications:

CFA and / or CISI Level 6 qualification and completed or working towards a level 7 qualification
Experience and knowledge of investments and the management of client portfolios

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