Portfolio Manager, Alternatives

2 months ago

Leeds, United Kingdom Meredith Brown Associates Full time

 

Key Responsibilities:

  • Extensive experience of preparing and maintaining private markets due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research.
  • Consider ESG, climate change and RI risk factors into account when conducting investment analysis, due diligence and decision making.
  • Evaluating new investment opportunities and managing a portfolio/sub-fund, you will execute investment transactions and regularly review the performance, attribution, exposure and risk metrics of the sub-fund / portfolio.
  • Develop strong relationships with external managers and other industry participants.
  • Participate in investment team meetings, liaise with the research and risk team to ensure an integrated investment approach and provide feedback on the quality, depth and focus of research.
  • Contribute to the training of junior team members.
  • Provide commentary on the strategy, performance, attribution and risk of the sub-fund with responsibility for inclusion within client reporting documentation.
  • Engage with the research and risk team to ensure an integrated investment approach.

Background & Experience:

  • Extensive experience in due diligence, investment decision making and portfolio and risk management.
  • Prior experience of investing in collective Private Market vehicles across Infrastructure and Real Estate, together with knowledge of Private Equity, and/or Private Credit is also desirable.
  • Experience in UK Opportunities or ‘Levelling Up’ investments would be preferable. 
  • Hold a keen interest in and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
  • Experience of using investment management software.
  • Strong problem solving and decision-making capability.
  • Strong written and verbal communication and presentation skills.
  • Ability to distil a wide range of often conflicting information in a concise and cohesive manner.
  • Educated to Degree level and with a suitable investment management qualification (ideally CFA qualified), or a willingness to work towards this.

Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted

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