At a Glance
- Tasks: Lead research and implementation of innovative UK retirement solutions while overseeing US and Japan businesses.
- Company: Dynamic financial firm known for market-leading retirement solutions and a collaborative culture.
- Benefits: Competitive salary, professional development, and opportunities for career growth in a diverse environment.
- Other info: Join a team that values diversity, innovation, and excellence in investment solutions.
- Why this job: Make a real impact in the retirement sector with cutting-edge strategies and client engagement.
- Qualifications: 10 years in UK retirement markets, strong analytical skills, and experience with ESG integration.
The predicted salary is between 100000 - 150000 £ per year.
As a portfolio manager in our London office, the key job responsibility is to lead the research and implementation of our UK retirement solutions. Additionally, the successful candidate would be expected to be a key contributor to the oversight of our successful US and Japan retirement business.
Our UK retirement solutions, which were launched over 15 years ago, have established themselves as market leaders both in terms of overall investment performance delivered but also in terms of innovation, leading the way in terms of:
- Member alignment
- Asset allocation thinking
- ESG integration
- Private market inclusion
- Retirement income provision
- Reporting transparency
As portfolio manager of these solutions, reporting to David Hutchins, the successful candidate will assume responsibility with the team for delivery of investment performance that meets or exceeds the expectations of invested clients. To this extent they will be responsible for:
- Alignment of the objectives of the solutions with the needs of our clients, via the use and development of AB proprietary member and investment analysis tools
- Compliance of the investment of the solutions with client and product guidelines
- Integrating performance enhancing research, either by:
- Commissioning, leading and undertaking high quality research for inclusion within the solutions, whilst also ensuring that this research is made available for use elsewhere within the business; or
- Working collaboratively across the business to integrate research undertaken elsewhere within AB into the solutions
- Overseeing the efficient implementation of research into the solutions via the including mandating of appropriate underlying investment strategies that align with the research and ongoing manager selection and monitoring of the performance of those strategies
- Undertaking innovative product development research for either new solutions or evolution of existing solutions
- Providing and delivering key messaging to clients, internal and external, in terms of the solutions’ performance and research
As a senior leader within the Multi-Asset business, you will:
- Ensure that AB’s core values are promoted across the business
- Provide commercial leadership in the development of new business opportunities/lines
- Product innovation
- Client engagement
- Marketing input
- Being a recognizable face and industry expert for AB
- People leadership
- Recruiting, developing and retaining talent
- Delivering a diverse, equitable and inclusive culture
- Business and regulatory leadership
- Participating proactively in cross business initiatives
- Developing AB positioning for input into industry consultations relevant to the retirement solutions business line
Job Qualifications:
- Bachelor’s degree or higher
- Relevant professional qualification: CFA, Fellow Institute and Faculty of Actuaries etc.
- Around 10 years of experience in UK retirement markets, working directly with clients.
- Experience of Private markets
- ESG integration
- DC Retirement Investment Solution creation
- DC Market – both investment and broader
- Fundamental understanding of investment markets, with a strong knowledge of vehicles/instruments
- Experience of building investment solutions that combine capital markets outlooks with client understanding to produce multi-asset solutions that meet client needs.
- Proven analytical skills, with deep knowledge of statistics and experience of SQL, Matlab and/or Python preferred
- Relentless intellectual curiosity and a drive to excel at the highest level
- Experienced in client communication, both verbal and written
- A consummate team player who seeks a highly rigorous and collegial environment for their career development
London, UK
VP/Portfolio Manager - Multi-Asset Retirement Solutions in London employer: AllianceBernstein LP
AB is an exceptional employer that fosters a collaborative and dynamic work culture, particularly within our London-based Client Group Change team. Employees benefit from diverse opportunities for professional growth, engaging with global teams while leveraging cutting-edge data analytics to drive impactful business decisions. With a strong emphasis on teamwork and innovation, AB provides a rewarding environment where your contributions directly influence the success of our financial products and client services.
StudySmarter Expert Advice🤫
We think this is how you could land VP/Portfolio Manager - Multi-Asset Retirement Solutions in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace VP/Portfolio Manager - Multi-Asset Retirement Solutions in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to AllianceBernstein LP.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on AllianceBernstein LP's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at AllianceBernstein LP
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with AllianceBernstein LP.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at AllianceBernstein LP will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former AllianceBernstein LP employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
