• Manage assigned portfolios consistent with the investment process, client objectives and regulatory requirements• Manage and understand investment risk, in line with client and regulatory requirements and ensure that effective risk management and controls are in place• Construct and monitor portfolios based upon investment policy and investment process• Use Aladdin for risk management and assist in its development• Overseeing OTC derivative transactions with investment banks, accessing the market as applicable in a manner that is in the client’s best interest and consistent with ‘best execution’• Achieve target investment performance with risk efficiency• Understand and monitor performance and risk attribution in relation to the implemented investment policy• Monitor restrictions and triggers in portfolios• Risk management of pooled fund and segregated mandates – responsible for relevant daily/weekly/monthly oversight and controls• Developing and expressing market views, analysing opportunities for clients, selecting trading opportunities for delegated mandates• Reviewing relative value opportunities between varying government bonds and swaps• Analysis of current products/mandates and development of new products• Analysing liabilities and determining appropriate hedge instruments• Checking/preparing written client communication/commentary/reports• Verbal presentations to clients and consultants• Engagement with regulatory developments and changes• Review of control processes and implement enhancements• Maintaining relationships with investment banks’ trading desks and other key partners• Contributing to the development of talent within the PM team and wider business
Requirements
- Portfolio management experience in Liability Driven Investment or closely related area
- Motivation to learn and a desire to succeed
- Strong analytical skills and attention to detail
- Highly numerate with problem solving skills
- Able to multi-task in a fast-paced world with competing priorities
- Good communicator and team player
- Extensive experience in a relevant role such as institutional portfolio management, investment consultancy etc.
- In-depth knowledge of defined benefit pensions schemes strategy and regulation – primarily UK, Ireland, Netherlands & Germany
- CFA Charterholder
- Coding skills e.g. Python & VBA
- Experience of Aladdin
- A degree in Finance, Maths, Science or Engineering.
ATS Optimization KeywordsBelow are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.
Hard Skills
- Portfolio Management
- Risk Management
- Performance Analysis
- Coding Skills
- Python
- VBA
- Investment Policy Construction
- OTC Derivative Transactions
- Market Analysis
- Hedge Instrument Analysis
Soft Skills
- Strong Analytical Skills
- Attention to Detail
- Good Communicator
- Team Player
- Problem Solving Skills
Certifications & Qualifications
- CFA Charterholder
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