At a Glance
- Tasks: Lead investment strategies in the dynamic energy and commodities sector.
- Company: Entrepreneurial platform making waves in the active ETF market.
- Benefits: Competitive salary, visibility across the business, and direct investor interaction.
- Other info: Opportunity for significant career growth in a collaborative environment.
- 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 80000 - 100000 £ 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 Slough employer: Berkeley Croft
Berkeley Croft is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. With a strong focus on employee growth, we provide ample opportunities for professional development and mentorship, ensuring that our team members are well-equipped to excel in their roles. Our commitment to a supportive culture, combined with competitive benefits, makes us an attractive choice for those seeking meaningful and rewarding careers in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Equity Portfolio Manager - Global Energy & Commodities in Slough
✨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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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Berkeley Croft. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Equity Portfolio Manager - Global Energy & Commodities in Slough
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 Berkeley Croft.
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 Berkeley Croft'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 Berkeley Croft
✨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 Berkeley Croft.
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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 Berkeley Croft 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 Berkeley Croft 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.
