Portfolio Manager, Active Equity

2 days left

Recruiter
LGPS Central Limited
Location
Wolverhampton, United Kingdom
Salary
Up to £60,000
Posted
23 Apr 2019
Closes
23 May 2019
Ref
5642299
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Role

• Fundamental Equity Analysis and valuation with global sector responsibilities.

• Management of equity sub-funds / investment mandates.

• Document and ensure that you meet the investment targets of the Partner Funds in respect of those sub-funds and mandates.

• Under the supervision of the Senior Portfolio Manager integrate, document and maintain the Investment Committee's investment policies applicable to the asset classes / portfolios for which you are responsible, in addition to observing the house policy on Responsible Investment and Engagement.

• Always manage risk and compliance in accordance with the Company's Risk and Compliance Framework.

• Run your sub-funds / investment mandates in a manner which will deliver value for money for Partner Funds whilst identifying opportunities to improve the risk adjusted returns after charges in your portfolios.

• Provide documented assurance to the Senior Portfolio Manager that your portfolios are managed within the parameters set in the Prospectus and the IMA, and in accordance with the Company's policies.

• Contribute to a rigorous culture of high performing, collaborative, research based and responsible investing across the Investment Team.

• Be an ambassador for LGPS Central within the investment community, Partner Funds, and with regulators and key stakeholders.

• When directed by the Senior Portfolio Manager, implement the creation of new external mandates or the retender or consolidation of existing external mandates.

• Take ownership of tasks the Senior Portfolio Manager asks you to manage, for example trading, meeting companies, manager selection, transitions, investor relations and strategy development.

• Under the direction of the Senior Portfolio Manager deliver a transparent, auditable and repeatable investment process.

Skills/Knowledge/Experience/Competence:

• Experience of collaborative investment decision making.

• Demonstrates skill in selecting investments, documenting the rationale for making investments, portfolio construction, and monitoring.

• Previous experience of managing investment portfolios successfully and/or previous investment experience in Equity analysis and stock picking.

• Can evaluate performance and risk of investment portfolios objectively.

Qualifications

• Degree level or equivalent

• CFA or working towards

IMC

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