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- Tasks: Manage investments, select fund managers, and develop strategies for a family office.
- Company: Join a dynamic Single Family Office focused on innovative investment strategies.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Be part of a hands-on team making impactful investment decisions in a fast-paced setting.
- Qualifications: 7+ years in investment management with strong analytical and communication skills required.
- Other info: Ideal for those who thrive in a low-ego, team-oriented culture.
The predicted salary is between 43200 - 72000 £ per year.
We are seeking a Portfolio Manager to play a pivotal role in investment strategy, asset allocation, risk management, and manager selection for a regulated Single Family Office.
- Key Requirements:
- Experience: 7+ years of relevant investment experience in asset management, endowment funds, family offices, or hedge funds.
- Investment Acumen: Strong understanding of multi-asset investing, portfolio construction, and risk management.
- Pragmatic & Astute: Ability to navigate complex geopolitical and economic environments.
- Low Ego & Team Player: Comfortable in a lean, hands-on, collaborative setting with a horizontal structure.
- Communication Skills: Ability to articulate complex investment ideas to non-technical family members.
- Adaptability: Capable of wearing multiple hats in a dynamic environment.
- Manager Selection & Due Diligence: Identify, evaluate, and oversee external fund managers across asset classes (equities, fixed income, private equity, hedge funds, infrastructure, and niche alternatives).
- Direct Investments: Conduct fundamental research and stock selection for public and private market opportunities.
- Asset Allocation: Contribute to strategic portfolio construction and tactical asset allocation decisions.
- Risk Management: Monitor portfolio risk exposure and implement risk-mitigation strategies.
- Investment Research & Strategy: Develop and present investment theses to the family and internal investment team.
Portfolio Manager employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network with professionals in the investment management field, especially those who have experience in family offices or similar environments. Attend industry conferences and seminars to meet potential colleagues and learn about the latest trends in asset management.
✨Tip Number 2
Stay updated on current geopolitical and economic events that could impact investment strategies. This knowledge will not only help you in interviews but also demonstrate your ability to navigate complex environments, which is crucial for the role.
✨Tip Number 3
Prepare to discuss your previous experiences in manager selection and due diligence. Be ready to share specific examples of how you've evaluated fund managers and made investment decisions, as this will showcase your investment acumen.
✨Tip Number 4
Practice articulating complex investment ideas in simple terms. Since you'll be communicating with non-technical family members, honing this skill will set you apart and show that you can bridge the gap between technical analysis and practical understanding.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 7+ years of relevant investment experience. Focus on your roles in asset management, family offices, or hedge funds, and emphasise your skills in multi-asset investing and portfolio construction.
Craft a Compelling Cover Letter: In your cover letter, demonstrate your understanding of the complexities of geopolitical and economic environments. Share specific examples of how you've successfully navigated these challenges in previous roles.
Showcase Communication Skills: Since the role requires articulating complex investment ideas to non-technical family members, include examples in your application that showcase your ability to simplify complex concepts and communicate effectively.
Highlight Adaptability: Mention instances where you've successfully worn multiple hats in a dynamic environment. This will show your potential employer that you can thrive in a lean, hands-on, collaborative setting.
How to prepare for a job interview at Stephenson Executive Search
✨Showcase Your Investment Experience
With over 7 years of relevant experience required, be prepared to discuss your past roles in detail. Highlight specific projects or investments you've managed, focusing on your decision-making process and the outcomes.
✨Demonstrate Your Understanding of Multi-Asset Investing
Since the role involves multi-asset investing, brush up on your knowledge of different asset classes. Be ready to discuss how you approach portfolio construction and risk management across various investments.
✨Communicate Complex Ideas Simply
You'll need to explain intricate investment concepts to non-technical family members. Practice articulating your thoughts clearly and concisely, using relatable examples to ensure understanding.
✨Emphasise Team Collaboration
This position values a low ego and team-oriented mindset. Prepare to share examples of how you've successfully worked in collaborative environments, showcasing your adaptability and willingness to support others.
