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For Companies At a Glance
- Tasks: Lead portfolio management and drive investment strategies for ultra-high-net-worth clients.
- Company: Join a prestigious family office known for its innovative investment solutions and technology.
- Benefits: Enjoy a competitive salary, performance bonuses, and hybrid work options.
- Why this job: Be part of a dynamic team that values intellectual growth and client engagement.
- Qualifications: Significant experience in portfolio management with a focus on UHNW clients is essential.
- Other info: This role offers a unique opportunity to mentor and develop future investment professionals.
The predicted salary is between 108000 - 180000 £ per year.
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- 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.
- Develop and lead a research framework.
- Build relationships with fund managers.
- Present macroeconomic analysis and investment outlooks.
- Act as a trusted adviser, collaborating with Family Officers to develop tailored investment solutions for UHNW clients.
- Contribute to thought leadership and market commentary.
- Mentor and develop investment professionals, fostering an environment of intellectual rigour and high performance.
- Drive continuous improvement in investment processes.
- 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.
- Must meet FCA requirements for an Approved Person.
Location: London (Hybrid – Minimum Four Days in Office)
Compensation: c.£150,000 base salary + Performance-Based Bonus + Benefits
Seniority level: Director
Employment type: Full-time
Job function: Analyst, Research, and Management
Industries: Investment Management, Banking, and Investment Advice
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
Network with professionals in the family office and wealth management sectors. Attend industry conferences, seminars, or webinars where you can meet potential colleagues or clients. Building relationships in this niche can give you insights into the role and help you stand out.
✨Tip Number 2
Stay updated on the latest trends in portfolio management and investment strategies, especially those relevant to ultra-high-net-worth clients. Subscribe to industry publications or follow thought leaders on social media to enhance your knowledge and demonstrate your expertise during discussions.
✨Tip Number 3
Prepare to showcase your leadership skills and experience in mentoring others. Think of specific examples where you've developed teams or improved processes in previous roles, as this will be crucial for the Head of Portfolio Management position.
✨Tip Number 4
Familiarise yourself with the regulatory landscape affecting portfolio management and ensure you can discuss compliance standards confidently. This knowledge will be essential in demonstrating your capability to manage portfolios effectively while adhering to regulations.
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. Emphasise your track record in asset allocation and investment risk management.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your strategic vision and intellectual agility. Discuss how your expertise aligns with the firm's focus on bespoke investment solutions and your ability to engage with clients and stakeholders.
Showcase Leadership Skills: Highlight any previous leadership roles or mentoring experiences in your application. The firm is looking for someone who can develop investment professionals and drive continuous improvement in processes.
Demonstrate Industry Knowledge: Include insights or examples of your understanding of current market trends and macroeconomic analysis. This will show your capability to contribute to thought leadership and market commentary.
How to prepare for a job interview at Stephenson Executive Search
✨Demonstrate Your Strategic Vision
As a candidate for the Head of Portfolio Management, it's crucial to showcase your strategic vision during the interview. Prepare to discuss how you would align investment strategies with clients' long-term objectives and risk profiles, highlighting any past experiences where you've successfully navigated complex portfolio constructions.
✨Showcase Your Technical Acumen
Given the technical nature of this role, be ready to dive deep into asset allocation models and risk management strategies. Bring examples of how you've implemented rigorous investment frameworks in previous roles, and be prepared to discuss the tools and technologies you’ve used to enhance portfolio performance.
✨Engage with Client-Centric Solutions
Since the role involves working closely with ultra-high-net-worth clients, demonstrate your ability to act as a trusted adviser. Share specific instances where you've developed tailored investment solutions or built strong relationships with clients, emphasising your understanding of their unique needs and objectives.
✨Highlight Leadership and Mentorship Skills
This position requires leading and mentoring a team of investment professionals. Be prepared to discuss your leadership style and provide examples of how you've fostered high-performance environments in the past. Highlight any initiatives you've taken to drive continuous improvement in investment processes.
