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- Tasks: Manage investments, select fund managers, and develop strategies for a family office.
- Company: Join a dynamic Single Family Office focused on innovative investment strategies.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a hands-on team making impactful investment decisions in a fast-paced setting.
- Qualifications: 7+ years in investment management with strong multi-asset knowledge required.
- Other info: Ideal for those who thrive in a low-ego, team-oriented culture.
The predicted salary is between 43200 - 72000 £ per year.
We are seeking a Portfolio Manager to play a pivotal role in investment strategy, asset allocation, risk management, and manager selection for a regulated Single Family Office.
- Key Requirements:
- Experience: 7+ years of relevant investment experience in asset management, endowment funds, family offices, or hedge funds.
- Investment Acumen: Strong understanding of multi-asset investing, portfolio construction, and risk management.
- Pragmatic & Astute: Ability to navigate complex geopolitical and economic environments.
- Low Ego & Team Player: Comfortable in a lean, hands-on, collaborative setting with a horizontal structure.
- Communication Skills: Ability to articulate complex investment ideas to non-technical family members.
- Adaptability: Capable of wearing multiple hats in a dynamic environment.
- Manager Selection & Due Diligence: Identify, evaluate, and oversee external fund managers across asset classes (equities, fixed income, private equity, hedge funds, infrastructure, and niche alternatives).
- Direct Investments: Conduct fundamental research and stock selection for public and private market opportunities.
- Asset Allocation: Contribute to strategic portfolio construction and tactical asset allocation decisions.
- Risk Management: Monitor portfolio risk exposure and implement risk-mitigation strategies.
- Investment Research & Strategy: Develop and present investment theses to the family and internal investment team.
Portfolio Manager employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network with professionals in the investment management field, especially those who have experience in family offices or similar environments. Attend industry conferences and seminars to meet potential colleagues and learn about the latest trends in asset allocation and risk management.
✨Tip Number 2
Stay updated on current geopolitical and economic events that could impact investment strategies. Subscribe to financial news outlets and follow thought leaders on social media to enhance your understanding of the market landscape.
✨Tip Number 3
Prepare to demonstrate your ability to communicate complex investment ideas clearly. Consider practising your presentation skills by explaining investment concepts to friends or family members who may not have a financial background.
✨Tip Number 4
Showcase your adaptability by highlighting experiences where you've successfully managed multiple responsibilities or projects simultaneously. This will illustrate your capability to thrive in a dynamic environment, which is crucial for the Portfolio Manager role.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 7+ years of relevant investment experience. Focus on your roles in asset management, family offices, or hedge funds, and emphasise your skills in multi-asset investing and portfolio construction.
Craft a Compelling Cover Letter: In your cover letter, articulate your understanding of complex geopolitical and economic environments. Showcase your ability to communicate investment ideas clearly, especially to non-technical audiences, as this is crucial for the role.
Highlight Team Collaboration: Demonstrate your experience working in collaborative settings. Provide examples of how you've successfully navigated team dynamics and contributed to a horizontal structure in previous roles.
Showcase Adaptability: Illustrate your adaptability by sharing instances where you've worn multiple hats in a dynamic environment. This will show that you can thrive in the fast-paced setting of a Single Family Office.
How to prepare for a job interview at Stephenson Executive Search
✨Showcase Your Investment Experience
With over 7 years of relevant experience required, be prepared to discuss your past roles in detail. Highlight specific projects or investments you've managed, focusing on your decision-making process and the outcomes.
✨Demonstrate Your Understanding of Multi-Asset Investing
Make sure to articulate your knowledge of portfolio construction and risk management. Prepare examples of how you've successfully navigated complex investment scenarios, especially in varying economic climates.
✨Emphasise Team Collaboration
Since the role requires a low ego and team player mentality, share experiences where you worked collaboratively in a lean environment. Discuss how you contributed to team success and supported colleagues in achieving common goals.
✨Communicate Complex Ideas Simply
As you'll need to explain intricate investment concepts to non-technical family members, practice simplifying your language. Prepare to present a complex idea in a straightforward manner, demonstrating your ability to connect with diverse audiences.
