Our client is a leading asset management and securities firm, known for delivering innovative investment solutions across equities, fixed income, real estate, and alternative assets. With a strong reputation for excellence and a client-focused approach, they are seeking talented professionals to join their team and contribute to creating long-term value and superior outcomes in the dynamic world of asset management and securities.
Job Description
Key Responsibilities
Portfolio & Investment Management
•
Oversee the design, implementation, and monitoring of investment strategies for institutional clients, ensuring alignment with client objectives and risk profiles.
•
Conduct regular portfolio reviews, performance analysis, and rebalancing as required to optimise returns and manage risk.
•
Collaborate with research, product, and risk teams to incorporate market insights and best practices into portfolio construction.
•
Ensure rigorous adherence to investment mandates, guidelines, and regulatory requirements.
Client Relationship Management
•
Serve as the primary point of contact for institutional clients, building and maintaining long-term, trusted relationships.
•
Lead the development and delivery of customised investment proposals, presentations, and reporting materials for clients.
•
Proactively address client queries, concerns, and feedback, ensuring timely and effective resolution.
•
Organise and lead regular client meetings, portfolio reviews, and educational sessions to enhance engagement and satisfaction.
Business Development & Growth
•
Identify, pursue, and secure new institutional mandates and opportunities for asset growth.
•
Develop and execute strategies to deepen existing client relationships and cross-sell relevant products and services.
•
Represent the firm at industry events, conferences, and networking opportunities to enhance visibility and credibility in the institutional space.
•
Collaborate with the sales and marketing teams to develop targeted campaigns and thought leadership content for institutional audiences.
Team Leadership & Development
•
Lead, mentor, and develop a team of portfolio managers, analysts, and support staff, fostering a culture of excellence and collaboration.
•
Set clear objectives and performance expectations for team members, providing regular feedback and coaching.
•
Encourage ongoing professional development and knowledge sharing within the team.
•
Promote diversity, inclusion, and ethical conduct in all team activities.
Performance Monitoring & Reporting
•
Establish and monitor key performance indicators (KPIs) for client portfolios and team activities.
•
Ensure the timely and accurate preparation of performance reports, investment commentary, and regulatory disclosures.
•
Analyse investment performance, attribution, and risk metrics to identify areas for improvement and innovation.
•
Present portfolio and business performance updates to senior management and relevant committees.
Risk Management & Compliance
•
Ensure all activities comply with relevant regulatory requirements, industry standards, and internal policies.
•
Identify, assess, and mitigate risks associated with portfolio management, client mandates, and market developments.
•
Work closely with compliance, legal, and risk teams to address regulatory changes and ensure best practice.
•
Foster a culture of compliance, transparency, and responsible investing within the team.
Qualifications
Qualifications & Experience
•
Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s/CFA/CAIA preferred).
•
Minimum of 7 years’ experience in institutional asset management, portfolio management, or related investment roles.
•
Proven track record in managing institutional portfolios and delivering superior investment outcomes.
•
Strong understanding of investment products, asset allocation, and risk management frameworks.
•
Excellent communication, presentation, and stakeholder management skills.
•
Experience leading and developing high-performing teams.