Equity Portfolio Manager

2 weeks ago


London, Greater London, United Kingdom Tikehau Investment Management - Annonces Full time

We are seeking an experienced Equity Portfolio Manager to lead the launch and management of a new long-only strategy, aligning with our ambition to expand our range of listed equity funds.

Main Responsibilities:

  • Define Investment Philosophy and Process: Develop a comprehensive investment strategy that supports long-term value creation, considering market trends and risk management.
  • Launch Process Coordination: Collaborate with internal support functions to ensure a seamless launch of the new strategy.
  • Portfolio Leadership: Oversee the portfolio, driving idea generation within a relevant investment universe, and making informed investment decisions.
  • Team Collaboration: Work alongside existing portfolio managers and analysts to contribute to analysis and investment decisions on other equity funds.
  • Marketing and Communication: Participate in the marketing of the fund through market notes, performance explanations, and fund positioning, supporting the sales force in client interactions.
  • Inter-Unit Collaboration: Foster collaboration with other investment units, both on liquid strategies and private assets, to drive business growth.
  • ESG Development: Support the development of our ESG approach, ensuring alignment with our excellence requirements.

Requirements:

  • At least 10-15 years of experience in equity portfolio management, with a proven track record of success.
  • A strong entrepreneurial spirit, with the ability to analyze and synthesize complex information.
  • Excellent team spirit and communication skills, with fluency in English, and French as a plus.
  • Role located in Europe, with the exact location to be discussed.


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