At a Glance
- Tasks: Manage investment portfolios and ensure effective risk management while achieving performance targets.
- Company: Leading investment firm focused on innovative financial solutions.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Fast-paced environment with opportunities to learn and grow.
- Why this job: Join a dynamic team and make a real impact in the world of finance.
- Qualifications: Experience in portfolio management and strong analytical skills required.
The predicted salary is between 60000 - 80000 £ per year.
Overview
Manage assigned portfolios consistent with the investment process, client objectives and regulatory requirements.
Manage and understand investment risk in line with client and regulatory requirements and ensure that effective risk management and controls are in place.
Construct and monitor portfolios based upon investment policy and investment process.
Use Aladdin for risk management and assist in its development.
Oversee OTC derivative transactions with investment banks, accessing the market as applicable in a manner that is in the client9s best interest and consistent with best execution.
Achieve target investment performance with risk efficiency.
Understand and monitor performance and risk attribution in relation to the implemented investment policy.
Monitor restrictions and triggers in portfolios.
Risk management of pooled funds and segregated mandates - responsible for relevant daily/weekly/monthly oversight and controls.
Develop and express market views, analyse opportunities for clients, and select trading opportunities for delegated mandates.
Review relative value opportunities between government bonds and swaps.
Analyse current products/mandates and develop new products.
Analyse liabilities and determine appropriate hedge instruments.
Check and prepare written client communication/commentary/reports.
Deliver verbal presentations to clients and consultants.
Engage with regulatory developments and changes.
Review control processes and implement enhancements.
Maintain relationships with investment banks9 trading desks and other key partners.
Contribute to the development of talent within the portfolio management team and wider business.
Requirements
- Portfolio management experience in Liability Driven Investment or closely related area
- Motivation to learn and a desire to succeed
- Strong analytical skills and attention to detail
- Highly numerate with problem solving skills
- Able to multi-task in a fast-paced environment with competing priorities
- Good communicator and team player
- Extensive experience in a relevant role such as institutional portfolio management, investment consultancy etc.
- In-depth knowledge of defined benefit pension schemes strategy and regulation - primarily UK, Ireland, Netherlands & Germany
- CFA Charterholder
- Coding skills e. g. Python & VBA
- Experience of Aladdin
- A degree in Finance, Maths, Science or Engineering
