Portfolio Risk Manager – Private Client Wealth Management Portfolio Risk Manager – Private Client Wealth  …

CLARC Recruitment
in London, England, United Kingdom
Permanent, Full time
Last application, 27 May 20
£75K-£85K + Bonus & Benefits
CLARC Recruitment
in London, England, United Kingdom
Permanent, Full time
Last application, 27 May 20
£75K-£85K + Bonus & Benefits
We are recruiting for a leading Wealth Management firm looking for a Portfolio Risk Manager to join their business in a role focused on implementing the Portfolio Risk Monitoring Plan for the business. Managing a team of two this is a great opportunity for someone to make that next step up in their career in this field.

Main Responsibilities:

  • Developing, overseeing and contributing to the execution of the Portfolio Risk Monitoring Plan, including performance monitoring, Asset allocation monitoring and Investment selection monitoring.
  • Identifying and following up on actions that arise as a result of the monitoring plan;
  • Preparing and presenting of findings and recommendations to relevant committees;
  • Reviewing and following up on investment guideline breaches with Investment Managers
  • Primary contact for Investment Managers for ad hoc and non-standard/complex queries relating to Portfolio Risk;
  • Acting as subject matter expert on all key Portfolio Risk metrics and practices
  • Proactively working with Investment Managers and senior managers to identify areas of expansion/improvement to Portfolio Risk monitoring practices, in keeping with industry best practice;
  • Designing and developing Portfolio Risk policies and procedures;
  • Managing a team of 2 direct reports
  • Ad hoc projects as and when required.

Job Requirements:

  • Minimum of 7 years experience in a similar Portfolio Risk role within a Wealth Management or Private Client business.
  • CFA and/or CISI qualifications desirable.
  • Excellent communication skills, both written & verbally.

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