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Assistant Portfolio Manager – Operational Due Diligence
2 months ago
We are seeking an experienced Assistant Portfolio Manager to join our team at BLUE OCTOPUS RECRUITMENT LTD. As an Assistant Portfolio Manager, you will play a crucial role in the preparation and maintenance of extensive due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research.
Key Responsibilities- Perform ongoing monitoring of existing managers and underlying strategies, including coordination of process, to identify risks in all areas of the business and notify any such risks to your People Manager and the relevant teams.
- Support the preparation and maintenance of due diligence reports, utilizing internal and external sources of data and research to inform investment decisions.
- Collaborate with internal teams to ensure effective communication and coordination of due diligence activities.
- Develop and maintain relationships with external investment managers, research firms, and other stakeholders to source requisite information and documentary evidence.
We're looking for a highly organized and detail-oriented individual with experience in the finance and investment universe. Ideally, you would have operational due diligence experience, but that is not essential. Perhaps you have accounting experience, investment analyst, work in IT, data, internal audit, investment operations, or a related area. You might have experience in research, monitoring, and oversight of external investment managers. Working knowledge of private markets or real estate is preferred but not essential.
We're looking for someone with excellent written and verbal communication skills, being able to communicate effectively with internal and external stakeholders. Strong organisational and time management skills are also essential, as well as the ability to interact across departments and establish relationships to source requisite information and documentary evidence.
About UsBLUE OCTOPUS RECRUITMENT LTD is a leading recruitment agency based in Leeds. We're passionate about connecting talented individuals with exciting career opportunities in the finance and investment sector.
