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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: Work closely 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 showcase 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 following us and participating in discussions, you can gain visibility and show your genuine interest in our approach to ethical and sustainable investment management.
✨Tip Number 4
Consider reaching out to current employees in similar roles at our company for informational interviews. This can provide you with valuable insights into the role and help you tailor your approach when applying through our website.
We think you need these skills to ace Portfolio Construction Lead - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in portfolio management, particularly in private wealth management. Emphasize your understanding of risk versus reward and asset allocation.
Craft a Compelling Cover Letter: In your cover letter, express your passion for sustainable investment and how your background aligns with the company's values. Mention specific experiences that demonstrate your ability to construct multi-asset model portfolios.
Showcase Relevant Skills: Clearly outline your skills related to portfolio construction and management. Use examples from your previous roles to illustrate how you have successfully met client expectations and defined investment outcomes.
Highlight Collaboration Experience: Since this role involves working with various teams, mention any past experiences where you collaborated with research teams or investment directors. 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 Ethical Investment Practices
Since this role is with a sustainable investment manager, research their ethical investment philosophy. Be prepared to discuss how you can contribute to their mission and align your portfolio strategies with their values.
✨Engage with the Team's Research Approach
Understand the importance of collaboration with investment directors and research teams. Be ready to discuss how you would work with these teams to enhance the portfolio construction process and achieve defined investment outcomes.
