Investment Portfolio Manager

3 weeks ago


Leeds, Leeds, United Kingdom Meredith Brown Associates Full time

Key Responsibilities:

  • As a Portfolio Manager for Alternatives at Meredith Brown Associates, you will be responsible for preparing and maintaining private markets due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research.
  • You will 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.
  • You will develop strong relationships with external managers and other industry participants.
  • You will 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.
  • You will contribute to the training of junior team members.
  • You will provide commentary on the strategy, performance, attribution and risk of the sub-fund with responsibility for inclusion within client reporting documentation.
  • You will engage with the research and risk team to ensure an integrated investment approach.

Background & Experience:

  • You will have 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.
  • You will hold a keen interest in and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
  • You will have experience of using investment management software.
  • You will have strong problem solving and decision-making capability.
  • You will have strong written and verbal communication and presentation skills.
  • You will be able to distil a wide range of often conflicting information in a concise and cohesive manner.
  • You will be 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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