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For Companies At a Glance
- Tasks: Lead portfolio management and investment strategy for ultra-high-net-worth clients.
- Company: Join a prestigious family office known for cutting-edge technology and investment expertise.
- Benefits: Enjoy a competitive salary, performance-based bonuses, and hybrid work options.
- Why this job: Be part of a dynamic team that values intellectual rigor and offers tailored investment solutions.
- Qualifications: Significant experience in portfolio management with a focus on UHNW clients is essential.
- Other info: Location: London; Minimum four days in the office required.
The predicted salary is between 108000 - 180000 £ per year.
Family Office; Head of Portfolio Management
A Leadership Opportunity in Portfolio Management
Our client, a blue chip family office, is seeking a Head of Portfolio Management to drive its discretionary investment strategy, with a particular focus on ultra-high-net-worth (UHNW) clients. This is an opportunity to join a firm that combines cutting-edge technology with first-rate investment expertise, offering bespoke solutions across public and alternative markets, including private equity, hedge funds, and co-investments.
The role requires strategic vision, intellectual agility, and technical acumen. It is suited to an individual who can navigate the complexities of portfolio construction, asset allocation, and investment risk management whilst engaging credibly with both clients and internal stakeholders.
Key Responsibilities
Portfolio Management & Investment Strategy
- Oversee the construction, execution, and monitoring of both model and bespoke discretionary portfolios, ensuring alignment with clients’ long-term objectives and risk profiles.
- Implement a rigorous investment framework, integrating asset allocation models, tax-efficient structuring, and risk mitigation strategies.
- Execute and monitor portfolio trades, maintaining a disciplined approach to investment governance.
Research & Market Intelligence
- Develop and lead a research framework.
- Build relationships with fund managers.
- Present macroeconomic analysis and investment outlooks.
Client Engagement & Business Development
- Act as a trusted adviser, collaborating with Family Officers to develop tailored investment solutions for UHNW clients.
- Contribute to thought leadership and market commentary.
Leadership & Team Development
- Mentor and develop investment professionals, fostering an environment of intellectual rigour and high performance.
- Drive continuous improvement in investment processes.
The Ideal Candidate
Experience & Expertise
- Significant experience in portfolio management, wealth management, or private banking, with a strong track record of working with UHNW clients.
- Deep expertise in asset allocation, investment risk management, and discretionary portfolio management.
- Strong knowledge of investment regulation, ensuring portfolios meet compliance standards while maximising performance.
Qualifications
- Must meet FCA requirements for an Approved Person.
Other
Location: London (Hybrid – Minimum Four Days in Office)
Compensation: c.£150,000 base salary + Performance-Based Bonus + Benefits
Head of Portfolio Management employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Portfolio Management
✨Tip Number 1
Make sure to showcase your experience with ultra-high-net-worth clients in your conversations. Highlight specific examples where you've successfully managed portfolios that align with their long-term objectives and risk profiles.
✨Tip Number 2
Demonstrate your strategic vision by discussing your approach to asset allocation and investment risk management. Be prepared to share insights on how you would implement a rigorous investment framework tailored to the needs of UHNW clients.
✨Tip Number 3
Engage with current market trends and macroeconomic analysis during your discussions. Showing that you are well-informed will help establish your credibility as a trusted adviser to both clients and internal stakeholders.
✨Tip Number 4
Emphasize your leadership skills and experience in mentoring investment professionals. Discuss how you foster an environment of intellectual rigor and high performance, which is crucial for driving continuous improvement in investment processes.
We think you need these skills to ace Head of Portfolio Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in portfolio management, particularly with ultra-high-net-worth clients. Emphasize your track record in asset allocation and investment risk management.
Craft a Compelling Cover Letter: In your cover letter, articulate your strategic vision and how it aligns with the firm's goals. Discuss your approach to client engagement and how you can contribute to bespoke investment solutions.
Showcase Leadership Skills: Highlight your experience in mentoring and developing teams. Provide examples of how you've fostered high performance and intellectual rigor within your previous roles.
Demonstrate Market Knowledge: Include insights or examples of your understanding of current market trends and macroeconomic analysis. This will show your ability to lead research frameworks and present investment outlooks effectively.
How to prepare for a job interview at Stephenson Executive Search
✨Showcase Your Strategic Vision
As a Head of Portfolio Management, it's crucial to demonstrate your ability to think strategically. Prepare examples of how you've successfully developed and executed investment strategies in the past, particularly for ultra-high-net-worth clients.
✨Highlight Your Technical Acumen
Be ready to discuss your deep expertise in asset allocation and investment risk management. Bring specific instances where you implemented rigorous investment frameworks or navigated complex portfolio constructions.
✨Engage with Market Intelligence
Research current market trends and be prepared to present your macroeconomic analysis during the interview. This will show your commitment to staying informed and your ability to provide valuable insights to clients.
✨Demonstrate Leadership Skills
Since mentoring and developing investment professionals is part of the role, share your experiences in leading teams. Discuss how you've fostered high performance and intellectual rigor within your previous teams.
