At a Glance
- Tasks: Manage funding, liquidity, and investment activities across diverse credit portfolios.
- Company: Join a leading firm in private credit and asset-backed finance.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity for growth in a fast-paced, innovative sector.
- Why this job: Be a key player in shaping investment strategies and driving operational efficiencies.
- Qualifications: 7-10 years in Treasury or Portfolio Management with strong analytical skills.
The predicted salary is between 66150 - 80850 £ per year.
Five Sigma helps investors, originators and asset owners execute, monitor and scale private-credit and asset-backed-finance transactions through specialist advisory services and ABIDE, its proprietary asset-management platform.
We are seeking a highly analytical, commercially minded, and self-driven
Portfolio Manager to support the management of funding, liquidity, and investment activities across a range of liquid, structured and private credit portfolios.
The successful candidate will play a key role in the ongoing investment strategy development and execution, enhancing and improving existing workflows, driving operational efficiencies, and contributing to the continuous development of portfolio management processes.
- Key Accountabilities
- Treasury Management
- Manage daily liquidity across multiple portfolios and funding vehicles.
- Execute treasury transactions including cash investments, funding drawdowns, repayments, and transfers.
- Monitor daily cash positions and forecast short, medium, and long-term liquidity requirements.
- Ensure funding requirements are met efficiently while minimising liquidity risk.
- Trading & Portfolio Execution
- Execute portfolio trades across cash products, fixed income securities, and eventually securitisation-eligible products.
- Coordinate settlement of trades with counterparties, custodians, and operations teams.
- Monitor trade lifecycle from execution through settlement.
- Assist with portfolio rebalancing and optimisation initiatives.
- Maintain accurate trading records and documentation.
- Portfolio Management Support
- Support Senior Management with investment implementation.
- Analyse portfolio cashflows, funding costs, and performance metrics.
- Monitor covenant compliance across financing facilities.
- Produce portfolio and treasury reporting for senior management.
- Assist in evaluating new investment opportunities and funding structures.
- Risk Management
- Monitor liquidity, interest rate, counterparty, and funding risks.
- Ensure treasury activities comply with internal policies and regulatory requirements.
- Escalate liquidity or operational risks where appropriate.
- Support stress testing and scenario analysis.
- Candidate Experience
- 7 to 10 years' experience within Treasury, Portfolio Management, Trading or Structured Finance.
- Experience managing cash, liquidity, or funding activities.
- Understanding of fixed income products, loans, or structured finance transactions.
- Strong analytical and quantitative skills.
- Advanced Excel skills.
- Experience using Bloomberg, treasury management systems, or trading platforms.
- Excellent communication and stakeholder management skills.
Desirable
- Experience within Private Credit, Asset-Backed Finance, CLOs, ABS, or securitisation markets.
- Understanding of IFRS 9 or expected credit loss methodologies.
- Knowledge of warehouse financing structures.
- Experience with SQL, Python, Power BI, or Tableau.
- CFA, ACA, ACCA, or equivalent professional qualification.
- Experience working with portfolio management systems such as Bloomberg & Intex.
- #J-18808-Ljbffr
Portfolio Manager in London employer: Five Sigma Finance
At Five Sigma, we pride ourselves on being an exceptional employer that fosters a culture of innovation and collaboration. As a Senior Engineer, you'll not only contribute to our cutting-edge asset management platform but also have the opportunity for personal and professional growth by working closely with our leadership team. Our supportive environment encourages continuous learning and inclusivity, making it a rewarding place to advance your career in the dynamic financial technology sector.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in London
✨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.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Five Sigma Finance. 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 Portfolio Manager in London
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 Five Sigma Finance.
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 Five Sigma Finance'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 Five Sigma Finance
✨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 Five Sigma Finance.
✨Prepare for Case Studies
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 Five Sigma Finance 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 Five Sigma Finance 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.
