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- Tasks: Lead the construction of multi-asset model portfolios and influence discretionary portfolios.
- Company: Join a sustainable fund management business focused on ethical investments.
- Benefits: Opportunity to specialize in portfolio management with a clear career path.
- Why this job: Be part of a pivotal role that shapes client investment outcomes and meets expectations.
- Qualifications: Experience in private wealth management and strong understanding of risk, asset allocation, and portfolio construction.
- Other info: Collaborate with investment directors and research teams for impactful decision-making.
The predicted salary is between 43200 - 72000 £ per year.
A sustainable discretionary fund management business seeks an investment professional to take the lead in constructing their multi-asset model portfolios. Additionally, over time, you will also have a growing influence on discretionary portfolios.
You will use your proven experience to ensure client portfolios meet agreed objectives to deliver on client expectations and defined investment outcomes.
This is a pivotal role for the business, working with investment directors, fundamental and ESI research teams and the group CIO office.
Your experience will have been gained working in private wealth management in portfolio management. You will clearly understand risk versus reward, asset allocation and portfolio construction.
This is an opportunity to work for a proven ethical and sustainable investment manager. It provides a clear path for you to specialise in portfolio management versus client relationship management, developing the portfolio construction process as a specialist function.
Portfolio Construction Lead - Wealth Management employer: Delectus Partners
Contact Detail:
Delectus Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Construction Lead - Wealth Management
✨Tip Number 1
Make sure to highlight your experience in private wealth management and portfolio management during networking events. Connect with professionals in the industry who can provide insights and potentially refer you to opportunities at our company.
✨Tip Number 2
Stay updated on the latest trends in sustainable investing and multi-asset portfolio construction. This knowledge will not only help you in interviews but also demonstrate your commitment to the values we uphold at StudySmarter.
✨Tip Number 3
Engage with our content on social media platforms. By commenting and sharing your thoughts on relevant topics, you can showcase your expertise and passion for portfolio construction, making you more visible to our hiring team.
✨Tip Number 4
Consider reaching out to current employees in similar roles at StudySmarter for informational interviews. This can give you valuable insights into the company culture and expectations, helping you tailor your approach when applying.
We think you need these skills to ace Portfolio Construction Lead - Wealth Management
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and requirements. Highlight your relevant experience in portfolio management and how it aligns with the role.
Tailor Your CV: Customize your CV to emphasize your experience in private wealth management, focusing on portfolio construction, risk assessment, and asset allocation. Use specific examples that demonstrate your expertise in these areas.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for sustainable investment and your understanding of the company's values. Discuss how your skills and experiences make you the ideal candidate for leading multi-asset model portfolios.
Highlight Collaborative Experience: Since the role involves working with various teams, be sure to mention any past experiences where you collaborated with investment directors or research teams. This will show your ability to work effectively in a team-oriented environment.
How to prepare for a job interview at Delectus Partners
✨Showcase Your Portfolio Management Experience
Be prepared to discuss your previous experience in private wealth management and portfolio construction. Highlight specific examples where you successfully managed multi-asset portfolios and met client objectives.
✨Understand Risk and Reward Dynamics
Demonstrate your understanding of risk versus reward in investment strategies. Be ready to explain how you approach asset allocation and the decision-making process behind portfolio construction.
✨Familiarize Yourself with Sustainable Investment Practices
Since the company focuses on ethical and sustainable investments, research their approach to sustainability. Be prepared to discuss how you can contribute to their mission and integrate these principles into portfolio management.
✨Engage with the Team's Structure
Understand the roles of investment directors, research teams, and the CIO office within the organization. Prepare questions that show your interest in collaboration and how you can work effectively with these teams to enhance portfolio performance.
