Berkeley Croft | Equity Client Portfolio Manager
Berkeley Croft | Equity Client Portfolio Manager

Berkeley Croft | Equity Client Portfolio Manager

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Act as a proxy-Portfolio Manager, communicating product strategy to clients worldwide.
  • Company: Join a highly-regarded global Asset Manager with a strong reputation in the industry.
  • Benefits: Gain exposure to diverse equity markets and work with top-tier clients.
  • Why this job: This role offers a chance to influence investment strategies and make a global impact.
  • Qualifications: Experience in asset management and as a Client Portfolio Manager is essential.
  • Other info: Opportunity to work across Global, Asia, and Emerging Market Equities.

The predicted salary is between 43200 - 72000 £ per year.

We are currently working with a highly-regarded global Asset Manager and seeking an Equity Client Portfolio Manager. The role sits within the front office with reporting lines through to CIO.

We are looking for a candidate from a comparative role who can act as a true proxy-Portfolio Manager, articulating product strategy and philosophy to both Institutional and Wholesale clients globally. The main focus is across Global, Asia and Emerging Market Equities but also the opportunity to work across Value, Quality and Sustainable Equities.

If you have a background asset management with experience as Client Portfolio Manager, please send your CV and we\’ll be in touch.

Berkeley Croft | Equity Client Portfolio Manager employer: Berkeley Croft

Join a prestigious global Asset Manager that values innovation and collaboration, offering a dynamic work environment where your expertise as an Equity Client Portfolio Manager will be recognized and rewarded. With a strong focus on employee growth, you will have access to continuous learning opportunities and the chance to engage with diverse markets, including Global, Asia, and Emerging Market Equities. Our inclusive culture fosters teamwork and encourages you to articulate your insights, making a meaningful impact on our clients' investment strategies.
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Contact Detail:

Berkeley Croft Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Berkeley Croft | Equity Client Portfolio Manager

✨Tip Number 1

Make sure to familiarize yourself with the latest trends in Global, Asia, and Emerging Market Equities. Being able to discuss these topics confidently during your interview will demonstrate your expertise and passion for the role.

✨Tip Number 2

Network with professionals in the asset management industry, especially those who have experience as Client Portfolio Managers. They can provide valuable insights and may even refer you to opportunities within their firms.

✨Tip Number 3

Prepare to articulate your understanding of product strategy and philosophy clearly. Practice explaining complex investment concepts in a way that is accessible to both institutional and wholesale clients.

✨Tip Number 4

Stay updated on the performance of various equity markets and funds. Being knowledgeable about recent market movements will help you engage in meaningful discussions during interviews and showcase your analytical skills.

We think you need these skills to ace Berkeley Croft | Equity Client Portfolio Manager

Equity Market Knowledge
Client Relationship Management
Portfolio Management
Investment Strategy Development
Communication Skills
Analytical Skills
Understanding of Global Markets
Experience with Institutional Clients
Ability to Articulate Investment Philosophy
Risk Management
Performance Analysis
Knowledge of Value, Quality, and Sustainable Equities
Adaptability to Market Changes
Team Collaboration

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly understand the responsibilities of an Equity Client Portfolio Manager. Familiarize yourself with the key aspects of product strategy and philosophy, especially in relation to Global, Asia, and Emerging Market Equities.

Tailor Your CV: Customize your CV to highlight relevant experience in asset management and client portfolio management. Emphasize any specific achievements or projects that demonstrate your ability to articulate investment strategies to clients.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for equity markets and your understanding of the role. Mention your experience with Value, Quality, and Sustainable Equities, and how it aligns with the company's focus.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at Berkeley Croft

✨Understand the Product Strategy

Make sure you have a solid grasp of the product strategies and philosophies that the company employs. Be prepared to discuss how these strategies can be articulated to both Institutional and Wholesale clients.

✨Showcase Your Experience

Highlight your previous experience in asset management, particularly in roles similar to a Client Portfolio Manager. Use specific examples to demonstrate your ability to manage client relationships and portfolio performance.

✨Familiarize Yourself with Global Markets

Since the role focuses on Global, Asia, and Emerging Market Equities, it’s crucial to stay updated on market trends and economic factors affecting these regions. Be ready to discuss your insights during the interview.

✨Emphasize Communication Skills

As a proxy-Portfolio Manager, effective communication is key. Prepare to showcase your ability to convey complex investment strategies clearly and persuasively to diverse audiences.

Berkeley Croft | Equity Client Portfolio Manager
Berkeley Croft
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  • Berkeley Croft | Equity Client Portfolio Manager

    London
    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-01-21

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    Berkeley Croft

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