Ensure that all Global Equity portfolios are managed not only in accordance with the client’s objectives but also in accordance with the firm’s Portfolio Management strategy.
The Junior Global Equity Portfolio Manager will implement the investment decisions, including Global stock selection. The Junior Global Equity Portfolio Manager will be responsible for trade execution and will manage the cash and currency procedure.
To develop and maintain relationships with the Relationship Managers, promoting knowledge of Global Equities and building internal trust in the discretionary proposition, with a view to promoting internal referrals of business.
The Junior Global Equity Portfolio Manager will attend internal and external investment meetings and be able to communicate effectively on the discretionary business and Global Equities that have been invested in.
Coordinating proactive strategy communications to Relationship Managers and clients.
2-5 years relevant Equity portfolio management / Global Equity Analysis experience within an investment management / portfolio management team.
Buy side experience - either private client investment management or asset management background
Knowledge Global Equities and Stock Selection, as well as an appreciation for other multi asset classes.
Ideally be able to construct portfolios on the portfolio management desk with no oversight
Level 4 RDR qualified and keen to work towards Level 6 if not already qualified
CFA is advantageous
Strong communicator – verbal and written