Portfolio Manager Assistant

4 days ago

Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time
Job Title: Assistant Portfolio Manager

We are seeking a highly skilled and motivated Assistant Portfolio Manager to join our Investment Team at Meredith Brown Associates Ltd. The successful candidate will be responsible for assisting in the launch and ongoing management of externally managed fund propositions, as well as assisting in all stages of the investment process.

Key Responsibilities:
  • Assist in the selection, combination, appointment, and monitoring of mandates awarded to external managers in a consistent and rigorous manner.
  • Evaluate investment strategies and style combinations for externally managed sub-funds to achieve agreed investment outcomes.
  • Develop relationships with external managers, third-party service providers, and other stakeholders.
  • Regularly review the performance, attribution, exposure, and risk metrics of sub-funds/portfolios.
  • Provide commentary on the strategy, performance, attribution, and risk of sub-funds for inclusion in client reporting documentation.
Requirements:
  • CFA Qualified and relevant experience in asset management, manager research, and oversight.
  • Strong understanding of asset classes and economic fundamentals.
  • Excellent communication and relationship-building skills.
  • Proficiency in Bloomberg, PowerBI, eVestment, and other portfolio management tools.
Benefits:
  • Vitality Health Insurance for all employees.
  • Employee Assistance Programme.
  • Generous holiday allowance and professional development opportunities.
  • Critical Illness Cover and Pension scheme.
  • Stunning Leeds city centre location and cycle to work scheme.

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