This Portfolio Manager role is to provide high quality investment strategies in line with the mandate set by the client, as well as adhering to regulatory & organisational requirements.
This position centres around guising the investment process for 3 Fund Managers.
The Portfolio Manager role will entail the following aspects:
3 – 5 Relevant Portfolio Management experience within Investment Management setting.
Business or Economics Degree required.
Preferred CFA qualified, CISI 6/7 or minimum CISI Level 4 IAD or equivalent.
Advance Excel experience to create macros & complex formulas.
Knowledge of regulatory obligations inline with this CF30 and Approved Person role.
Working knowledge of Pulse, FactSet & FE Analytics is advantageous.
Strong numeracy & literary skills.
Candidate must act with integrity, be tenacious, confident & have a passion & energy for this high-pressured multitasking environment.
Flexible & innovative & able to thrive on change & continually challenge the status quo.
CF30 Customer Function