At a Glance
- Tasks: Lead investment strategies for pension funds and manage diverse portfolios.
- Company: Dynamic asset management firm in the heart of London.
- Benefits: Competitive salary, flexible working options, and professional growth opportunities.
- Other info: Join a collaborative team focused on innovation and excellence in asset management.
- Why this job: Make a real impact on client investments while shaping sustainable financial futures.
- Qualifications: Experience in client-facing roles with strong knowledge of multi-asset investing.
The predicted salary is between 72000 - 108000 £ per year.
Responsibilities
- Act as investment lead for multiple defined benefit pension funds, managing total fund portfolios within a centralised house view.
- Translate objectives and responsible investment preferences into mandates, advice and implementation.
- Oversee asset and liability positioning, performance drivers and portfolio attribution narratives.
- Lead quarterly investment panels and present at Pension Committees.
- Create clear portfolio updates and strategic recommendations for varied stakeholder audiences.
- Manage liquidity, cash flow forecasts and daily portfolio monitoring; coordinate with treasury as needed.
- Attend internal asset class reviews and bring client insights back to investment teams.
- Build and maintain relationships with fund officers, committee chairs and senior advisers.
- Oversee stewardship, ESG integration and sustainability considerations across portfolios.
- Ensure robust day‑to‑day implementation, including LDI, FX overlays and tail risk hedging where applicable.
Requirements
- Senior institutional, client‑facing experience at a fiduciary, OCIO, investment consultancy or pension fund.
- Broad multi‑asset expertise across public and private markets, derivatives, LDI, FX overlays and tail risk hedging.
- Strong grasp of liability‑aware investing, pension funding dynamics and actuarial principles.
- Knowledge of defined benefit regulations, governance structures, and the UK pensions landscape.
Senior Investment Role, Client Portfolio Manager, Fiduciary Management, Asset Management, London - eFinancialCareers employer: eFinancialCareers
As a leading player in the asset management sector, our company offers an exceptional work environment in London, where innovation and collaboration thrive. We prioritise employee growth through continuous professional development opportunities and foster a culture of inclusivity and respect, ensuring that every team member feels valued. With a strong commitment to responsible investment and sustainability, you will have the chance to make a meaningful impact while working alongside industry experts in a dynamic and supportive setting.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Role, Client Portfolio Manager, Fiduciary Management, Asset Management, London - eFinancialCareers
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management world, especially those who are already in senior roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by diving deep into the company’s investment strategies and recent performance. We want you to be able to discuss how your experience aligns with their objectives, especially around fiduciary management and ESG integration.
✨Tip Number 3
Showcase your expertise in managing defined benefit pension funds during interviews. Bring examples of how you've successfully translated client objectives into actionable investment mandates – this will really impress the hiring managers!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Investment Role, Client Portfolio Manager, Fiduciary Management, Asset Management, London - eFinancialCareers
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your experience in managing defined benefit pension funds and any relevant client-facing roles. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about fiduciary management and how your background makes you a perfect fit for the role. We love seeing genuine enthusiasm!
Showcase Your Expertise:Don’t hold back on showcasing your multi-asset expertise and understanding of liability-aware investing. We’re looking for someone who can hit the ground running, so make sure we see that knowledge front and centre.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at eFinancialCareers
✨Know Your Stuff
Make sure you brush up on your knowledge of defined benefit pension funds and the UK pensions landscape. Understand the key responsibilities of the role, especially around managing total fund portfolios and translating investment objectives into actionable strategies.
✨Showcase Your Experience
Be ready to discuss your senior institutional experience and how it relates to fiduciary management. Prepare examples that highlight your multi-asset expertise and your ability to manage liquidity and cash flow forecasts effectively.
✨Engage with Stakeholders
Think about how you would build and maintain relationships with fund officers and committee chairs. Be prepared to share your approach to presenting at Pension Committees and leading investment panels, as this will demonstrate your client-facing skills.
✨Emphasise ESG and Stewardship
Given the importance of sustainability in investment today, be ready to discuss how you integrate ESG considerations into your portfolio management. Share specific examples of how you've overseen stewardship and sustainability across portfolios in your previous roles.
