Strategic Equity Portfolio Manager

4 weeks ago


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

We are seeking an experienced equity portfolio manager to launch and lead a new long-only strategy, aligned with our ambition to expand our range of listed equity funds. The ideal candidate will have a strong entrepreneurial spirit and a proven track record of successfully managing an equity portfolio.

Main Responsibilities
  • Define Investment Philosophy and Process: Develop a strategy's investment philosophy and process to support long-term value creation.
  • Launch Process Coordination: Coordinate the launch process with internal support functions.
  • Portfolio Leadership: Lead the portfolio, ensuring idea generation within a relevant investment universe.
  • Team Collaboration: Work alongside existing team members, contributing to analysis and investment decisions on other equity funds.
  • Marketing and Sales Support: Participate in marketing efforts, writing market notes, performance explanations, and fund positioning, as well as supporting the sales force in client interactions.
  • Inter-Unit Collaboration: Foster collaboration with other investment units, both on liquid strategies and private assets.
  • ESG Development: Support the development of the ESG approach, aligning with the company's excellence requirements.
Profile
  • Experience: At least 10-15 years of experience in equity portfolio management, with a proven track record.
  • Entrepreneurial Spirit: Strong entrepreneurial spirit and ability to analyze and synthesize.
  • Teamwork and Communication: Team spirit and excellent communication skills.
  • Language Skills: Fluency in English, with French being a plus.
  • Location: Role located in Europe, with the exact location to be discussed.


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