Portfolio Manager

The Investments team helps asset owners across the world solve their investment problems. We offer a range of services across different delivery models, spanning advisory services, delegated portfolio management (OCIO) across both multi-asset OCIO and multi-manager asset class solutions and analytics & tools to give investors access to best-in-class ideas and the opportunity to meet their long-term investment goals.

As a Portfolio Manager, you will help drive the success of our investment business by working with the US Head of Delegated Portfolio Management to manage multi-asset OCIO client portfolios and multi-manager asset class solutions. Your role will be to help deliver strong returns for clients consistent with their goals and objectives.

You will be part of a motivated and talented team of investment professionals and will report to the US Head of Delegated Portfolio Management.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
 

The Role

Client Focus:

• Play an active role as a member of the US Portfolio Management Group (PMG), our US multi-asset investment committee
  • Participate in regular reviews of the US multi-asset model portfolios including proactively recommending asset allocation and/or implementation adjustments
  • Proactively consider and make suggestions of potential improvements to US PMG’s process and delivery
  • Lead projects as agreed by US PMG to research new areas and/or review views of ‘best practice’ portfolio construction in existing asset classes
  • Contribute to thought leadership and messaging to internal and external client audiences 
  • Coordinate and liaise with Global Portfolio Management Group and Client teams to ensure best ideas are being considered across the organization as appropriate.
• Be responsible for the management of multi-asset delegated (OCIO) client portfolios, including defined benefit (DB), defined contribution (DC), not-for-profit (e.g.; E&F) and other institutional asset pools:
  • Develop appropriate asset allocation and investment strategy for clients with a variety of objectives
  • Proactively manage the clients’ portfolios, make and implement portfolio management decisions based on the clients’ own specific circumstances and:
    • evolution of client objectives
    • developments and evolution of model portfolios 
    • strategy, risk management and liability hedging considerations
    • dynamic asset allocation views.
  • Assist in the ongoing management of multi-manager asset class funds which may also form part of OCIO portfolios
    • Play an active role in the research and underwriting of investment strategies / ideas for specific asset classes or funds
  • Attend monthly/quarterly internal portfolio review meetings.
• Be a strong advocate and communicator of the firm’s investment philosophy and process, portfolio views and recommendations – both internally and externally with clients.

Teamwork:

• Work as part of a motivated, aligned and engaged team 
• Build strong relationships internally and collaborate effectively on cross-functional teams, including Asset and Manager Research, Investment Committees, Operations, and Growth and Client delivery teams.
• Develop a culture of mentorship and talent development which supports colleagues on their career journeys 
• Championing efforts to promote an equitable, inclusive culture that supports & develops more diverse workforce

Financial:

• Contribute to development of scalable processes to deliver value add portfolio management efficiently to multiple clients
• Contribute to the growth of the delegated business through participation in new business pitches, conferences, and other events

The Requirements

We welcome candidates with a broad range of experiences and career backgrounds:

• 7+ years of directly relevant experience
• High degree of understanding of investment principles across multiple asset classes and investment management approaches
• Understanding of multi-asset portfolio construction, including solid knowledge of equity, fixed income, derivatives, and alternative asset classes, including hedge funds, real assets, and private markets
• Ability to integrate portfolio construction with consideration of strategic goals and risk management requirements 
• Strong understanding of risk, and the benefits and drawbacks of different risk measures
• Proactive desire to contribute to the ongoing enhancement of our portfolio management capabilities, to ensure they remain ‘best in class’
• Unders