At a Glance
- Tasks: Manage and develop multi-asset investment models for diverse clients.
- Company: Join a forward-thinking investment firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Other info: Opportunity to work cross-functionally and enhance your career in finance.
- Why this job: Shape innovative investment strategies and make a real impact in portfolio management.
- Qualifications: Extensive experience in multi-asset portfolio management and strong market knowledge.
The predicted salary is between 80000 - 100000 £ per year.
We are seeking a highly experienced and client focused senior portfolio manager to join the Portfolio Management Team within Investment Products & Solutions. You’ll have significant expertise in multi-asset portfolio management, including investment model construction and oversight. You’ll play a key role in meeting the investment needs of a wide range of clients. Joining a collaborative and forward thinking team, you’ll act as a trusted adviser internally and externally, representing the portfolio management team and delivering high visibility for your work.
What you’ll do:
- You’ll be developing and managing investment models and portfolios in accordance with the strategic and tactical asset allocation.
- Using funds and other securities, you’ll make sure they’re constructed in a manner that’s compliant with any legal, regulatory and structural restrictions, along with ensuring their suitability across various client groups and risk profiles.
- Your role will also involve representing portfolio management in shaping our investment product offering, driving innovation and modernisation across portfolio management capabilities.
- Identifying suitable fund and security level changes to investment models and portfolios.
- Making sure that investment models and portfolios remain in line with the portfolio risk budget and performance objectives.
- Acting as a key spokesperson for the team, clearly articulating portfolio positioning, performance and the Coutts house view to internal and external stakeholders.
The skills you’ll need:
- We’re looking for someone with significant experience and market leading knowledge of investment model management and construction.
- Along with experience of managing multi‑asset investment portfolios, you’ll have the ability to develop investment models to meet the needs of a diverse client base.
- You’ll also demonstrate proven experience of discretionary client portfolio management.
- Strong understanding of markets and good knowledge of the funds universe.
- A track record of delivering investment performance through fund and security selection.
- A collaborative mindset with proven ability to work cross functionally across investment, product and client coverage teams.
- Excellent relationship management and communication skills.
- Strong knowledge of the UCITS framework and regulatory environment.
Senior Multi-Asset Portfolio Manager employer: NatWest Group
As a Senior Multi-Asset Portfolio Manager at our firm, you will thrive in a dynamic and collaborative environment that prioritises innovation and client satisfaction. We offer a supportive work culture that encourages professional growth through continuous learning and development opportunities, ensuring you can excel in your role while making a meaningful impact on our diverse client base. Located in a vibrant area, our company provides unique advantages such as access to industry-leading resources and a network of experts, making it an exceptional place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Multi-Asset Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Senior Multi-Asset Portfolio Manager role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of multi-asset portfolio management. Be ready to discuss your experience with investment model construction and how you've driven innovation in past roles. Show them you’re the expert they need!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and expertise. Use our website to find roles that suit your skills, and tailor your approach to each company’s culture and needs.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Senior Multi-Asset Portfolio Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience in multi-asset portfolio management. We want to see how your skills align with the role, so don’t be shy about showcasing your investment model construction expertise!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of your past successes in managing portfolios and how you’ve met diverse client needs.
Showcase Your Communication Skills:As a Senior Multi-Asset Portfolio Manager, you’ll need to articulate complex ideas clearly. In your application, demonstrate your communication skills by being concise and engaging. We love a good story that highlights your relationship management abilities!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important details about the role!
How to prepare for a job interview at NatWest Group
✨Know Your Investment Models
Make sure you’re well-versed in the investment models you’ve worked with. Be ready to discuss how you’ve constructed and managed these models, and how they align with different client needs. This shows your expertise and helps you stand out as a knowledgeable candidate.
✨Showcase Your Collaborative Spirit
Since this role involves working cross-functionally, prepare examples of how you’ve successfully collaborated with other teams. Highlight specific projects where teamwork led to improved outcomes, demonstrating that you can thrive in a collaborative environment.
✨Articulate Your Performance Track Record
Be prepared to discuss your past performance in managing multi-asset portfolios. Bring concrete examples of how your fund and security selections have delivered results, and be ready to explain your decision-making process behind those choices.
✨Understand Regulatory Frameworks
Brush up on your knowledge of the UCITS framework and any relevant regulatory environments. Being able to discuss compliance and how it impacts portfolio management will show that you’re not just focused on performance but also on adhering to necessary guidelines.
