At a Glance
- Tasks: Manage and develop investment strategies in the global energy and commodities sector.
- Company: Dynamic investment firm with a focus on active ETF market innovation.
- Benefits: Competitive salary, visibility across the business, and direct investor interaction.
- Other info: Collaborative environment with opportunities for significant career growth.
- Why this job: Shape the future of a growing ETF franchise and make impactful investment decisions.
- Qualifications: 8+ years in equity research or portfolio management with strong analytical skills.
The predicted salary is between 90000 - 120000 £ per year.
This is an opportunity to join a highly entrepreneurial platform that is building a distinctive presence within the active ETF market. Based in London, the successful candidate will play a leading role in managing and developing investment strategies designed to provide investors with targeted exposure to opportunities across the commodity and energy equities ecosystem.
The Portfolio Manager will have responsibility for two active equity ETF strategies:
- A natural resources income strategy focused on companies with attractive cash generation and dividend characteristics.
- A commodity infrastructure strategy investing in businesses that support the global supply chain.
The strategies invest exclusively in listed equities, providing exposure to businesses operating throughout the commodity value chain rather than direct commodity holdings. Working closely with senior leadership, you will be responsible for investment decision-making, portfolio construction and helping to further establish the firm's reputation within the active ETF landscape.
Key Responsibilities
- Conduct high-quality fundamental research across global commodity, energy and natural resource equities.
- Generate differentiated investment ideas supported by detailed analysis and conviction.
- Lead portfolio construction, stock selection and risk management processes.
- Develop financial models and investment theses.
- Monitor portfolio holdings and identify opportunities arising from market developments and sector trends.
- Represent the strategies to investors.
- Contribute to asset growth initiatives through thought leadership, client engagement and market visibility.
About You
The successful candidate will bring a strong combination of investment expertise, commercial awareness and entrepreneurial drive. Requirements include:
- At least 8 years' experience in buy-side equity research or portfolio management.
- Deep knowledge of commodities, energy, natural resources or related sectors.
- Demonstrable success in stock selection and investment recommendation generation.
- Experience managing portfolio risk and constructing concentrated, high-conviction portfolios.
- Strong financial modelling, valuation and analytical skills.
- Excellent written and verbal communication abilities.
- A collaborative, hands-on approach suited to a growing investment business.
Applications are welcomed from experienced Portfolio Managers as well as Senior Equity Analysts who can demonstrate a strong performance track record and readiness to take on portfolio management responsibilities. This role offers the chance to take ownership of differentiated active ETF strategies within a rapidly expanding platform. The successful candidate will benefit from significant visibility across the business, direct interaction with investors and the opportunity to help shape the future growth of a specialist ETF franchise.
Equity Portfolio Manager - Global Energy & Commodities in London employer: Berkeley Croft
Join a dynamic and entrepreneurial team in London, where you will have the opportunity to lead innovative investment strategies within the active ETF market. Our collaborative work culture fosters professional growth and offers significant visibility across the business, allowing you to engage directly with investors and shape the future of our specialist ETF franchise. With a focus on employee development and a commitment to excellence, we provide a rewarding environment for those looking to make a meaningful impact in the commodities and energy sectors.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Portfolio Manager - Global Energy & Commodities in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Berkeley Croft, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Berkeley Croft.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Berkeley Croft.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Berkeley Croft, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Equity Portfolio Manager - Global Energy & Commodities in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Berkeley Croft want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Berkeley Croft.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Berkeley Croft will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Berkeley Croft. Numbers speak louder than words!
How to prepare for a job interview at Berkeley Croft
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Berkeley Croft want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withBerkeley Croft.
