At a Glance
- Tasks: Lead portfolio management for large clients and develop innovative investment solutions.
- Company: Join Aon, a leading firm in asset management with a collaborative culture.
- Benefits: Competitive salary, bonus, 25 days holiday, and flexible benefits including healthcare.
- Why this job: Make a real impact in investment strategies while growing your career in a supportive environment.
- Qualifications: 10+ years in asset management, strong interpersonal skills, and experience in multi-asset portfolio construction.
- Other info: Enjoy a diverse workplace with a focus on wellbeing and continuous learning.
The predicted salary is between 36000 - 60000 £ per year.
Aon has an exciting opportunity to join the Delegated Consulting Services (DCS) team in London as a Senior Client Portfolio Manager. DCS, which is more generically known as implemented consulting or fiduciary management, is Aon's offering to EMEA clients to help them manage and outsource some or all of their day-to-day investment decision making and implementation.
You would sit within the portfolio management team in Aon's asset management business (AIL), which is FCA authorised. We do not directly manage securities, but instead create portfolios of specialist third-party managers. The role would comprise of portfolio management, people management, and business development responsibilities.
You will focus on managing our largest client portfolios in line with the strategy determined by the Investment Strategy Committee and clients' unique situations and considerations. You will also take a leading role within the team on attending client meetings, and other business development activities like new business pitches and third party evaluator meetings.
Portfolio managementYou will become a lead portfolio manager for a range of large clients. This includes:
- Fully discretionary mandates where you will ensure that house views are reflected in portfolios in a consistent and timely manner.
- OCIO mandates where DCS does all the implementation of mandates, but the investment decisions (e.g. strategic asset allocation, tactical asset allocation, manager selection) can be made either by the client or DCS. For OCIO mandates, you will work with clients, their investment consultant, and operations teams to create portfolios and governance structures that meet the client's needs.
- You will input into the Investment Strategy Committee to help with multi-asset portfolio construction to add value for our discretionary clients relative to their benchmarks.
- You will monitor portfolios on an ongoing basis to ensure they comply with restrictions.
- You will own and manage client transitions from a PM team perspective, working with the transitions team and investment consultants where relevant.
You will be a trusted expert that meets with third-party evaluators to explain Aon's offering for all clients. You will develop new solutions to bring to market. You will work with Aon's Portfolio Specialist team to drive high level client messaging about portfolio positioning, performance, and the investment outlook. You will be comfortable talking to clients that have varying levels of technical knowledge and bringing Aon's best ideas to them as a trusted strategic partner. You may attend new business pitches. You may attend business to business meetings to build relationships with other firms across the industry.
People managementYou will manage more junior colleagues, taking an active role in supporting their engagement, development, and progression.
Essential skills- At least 10 years' experience working in asset management, investment consultancy, or an allied industry.
- Experience of multi-asset portfolio construction and portfolio management.
- An understanding of pension scheme liabilities and the key drivers.
- Attention to detail and accuracy.
- Organised and calm under pressure, able to work to tight deadlines.
- Ability to interpret and present complex information clearly.
- Strong interpersonal skills with proven ability to build and maintain strong relationships with internal and external clients, prospects, and other businesses in the industry.
- An investment qualification – FIA or CFA preferred.
- Experience of managing people.
We think this role would suit a fund manager/portfolio manager already working in asset management, ideally in a fund-of-fund or manager-of-managers environment, seeking to advance their knowledge of pensions and liability driven investments to go alongside existing broad multi-asset class experience, who is happy to work in a collegiate decision making process. You will be part of a supportive team who will help you learn quickly and let your strengths shine.
Salary and BenefitsThis role offers a competitive salary and bonus, plus a comprehensive benefits package and 25 days holiday. Through our flexible benefits, you can choose additional benefits, including healthcare, childcare vouchers and additional holiday.
How we support our colleaguesIn addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard.
DCS Portfolio Manager in London employer: Aon
Contact Detail:
Aon Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land DCS Portfolio Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Aon and its DCS team. Understand their approach to portfolio management and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate; you’re genuinely interested in what they do!
✨Tip Number 3
Practice your pitch! Be ready to explain your background and how it fits into the role of a Senior Client Portfolio Manager. Keep it concise but impactful – you want to leave a lasting impression without rambling.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining Aon and being part of the DCS team!
We think you need these skills to ace DCS Portfolio Manager in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in asset management and portfolio management. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!
Showcase Your People Skills: Since this role involves managing junior colleagues and building relationships, it’s crucial to demonstrate your interpersonal skills. Share examples of how you've successfully led teams or collaborated with clients in your application.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to explain your experience and avoid jargon unless it's relevant. We appreciate clarity as much as you do!
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It helps us keep track of your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Aon
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the portfolios you’ve managed in the past. Be ready to discuss specific strategies, performance metrics, and how you’ve adapted to changing market conditions. This will show your expertise and confidence in portfolio management.
✨Master the Art of Communication
Since you'll be dealing with clients who have varying levels of technical knowledge, practice explaining complex investment concepts in simple terms. Use examples from your experience to illustrate your points. This will demonstrate your ability to connect with clients and build strong relationships.
✨Showcase Your People Management Skills
Be prepared to discuss your experience managing junior colleagues. Share specific examples of how you've supported their development and engagement. Highlighting your leadership style will resonate well, especially since the role involves people management responsibilities.
✨Research Aon's Unique Offerings
Familiarise yourself with Aon’s Delegated Consulting Services and how they differ from traditional asset management. Understanding their approach will allow you to tailor your responses and show that you're genuinely interested in contributing to their team.