LDI Portfolio Manager

1 week ago

London, Greater London, United Kingdom Schroders Recruitment Full time

About Schroders
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

The base
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre. And we have everything we need to work flexibly.

The team
The LDI Portfolio Management team is currently a team of 10. We work closely together with our specific LDI Solutions Managers (14) and derivative structurers (3). This helps us to deliver integrated solutions and push forwards the best way to deliver on our client obligations.

We design and implement liability hedging and related strategies and risk management overlays for clients, using our range of multi-client and bespoke pooled funds, as well as through segregated portfolios. The solutions principally use physical gilts, gilt based derivatives such as repo and total return swaps, and interest rate and inflation swaps. In addition, we integrate these hedging strategies with complementary exposures including other derivative overlays (e.g. equity options, futures and total return swaps, currency hedges or synthetic credit exposures) or a range of credit strategies, particularly with respect to the implementation of our growing CDI business. Our clients are mostly UK defined benefit pension schemes, but they interact with us through a variety of governance models including both internal and external fiduciaries; this has been a significant growth area for the business.

We work within the governance structure that best suits our clients, and integrate our portfolio with their other investments, whether they are with Schroders or other asset managers. In many cases, this means leading Schroders' representation of blended solutions that combine many of our capabilities.

We look for ways to standardise and automate our day to day work, so we can give extra care and attention to the things that make a difference.

Who we're looking for
We're looking for a Portfolio Manager with the ability to manage our LDI exposures worth £47bn (as at end-Dec 2023) in a robust and scalable manner, whilst maintaining the care, attention and positive client experience that we are renowned for.

We are looking for someone who has the desire and ability to efficiently manage multiple clients' portfolios, improve systems and processes, and deliver quickly into a fast-growing business.

What you'll do

  • Construct and manage leveraged portfolios that hedge the risks embedded in client liabilities;
  • Monitor ongoing hedge effectiveness and collateral sufficiency;
  • Monitor and manage leverage for multiple clients and funds, while ensuring that each mandates stays within their guidelines;
  • Manage client mandate changes and transitions from a Portfolio Management perspective;
  • Help us automate and improve our systems and processes, so as to support a rapidly growing and evolving business and
  • Liaise with Solution Managers, derivative structurers, fixed-income traders and other Investment teams in Schroders to ensure smooth delivery of shared and complex mandates.

The knowledge, experience and qualifications you need

  • Experience with liability focused asset management solutions;
  • An interest and understanding of pension schemes, their liabilities and the instruments used to hedge them, including derivatives;
  • Knowledge of leveraged rates exposure strategies such as repos, TRS and swaps;
  • Forensic attention to detail and diligence in completing accurate analyses and portfolio design;
  • The desire to make the way we do things more robust, scalable and efficient and
  • Ability to work in a high-pressure environment and handle multiple tasks with tight deadlines.

The knowledge, experience and qualifications that will help
Experience of GBP rates and inflation markets, and some understanding of UK specific regulations that affect DB pension schemes.

Understanding of GBP complementary strategies; equity, credit and currency derivatives, credit based solutions including CDI, or other integrated solutions.

What you'll be like

  • Flexible, self-motivated and enthusiastic, with a hands-on approach to solving problems;
  • Willing to call out behavioural and cultural blind spots that may be to the detriment of overall risk culture;
  • Great at unpicking a problem, from start to end, own and deliver the solution;
  • Able to work under pressure, on several priorities at once, and with tight deadlines;
  • Great at working with other people, sharing and communicating decisions and
  • Keen to improve what we do for our clients and how we do it.

We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

My Profile

Create and manage profiles for future opportunities.

For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA):
SIMNA endeavors to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the SIMNA HR Team at This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
SIMNA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Please view SIMNA's EEO POLICY STATEMENT . If you'd like more information on your EEO rights under US law, please view EEO IS THE LAW POSTER , EEO IS THE LAW POSTER SUPPLEMENT and PAY TRANSPARENCY POSTING .

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