Strategic Portfolio Leader for Alternatives

4 weeks ago


Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time
Job Description

Meredith Brown Associates Ltd is seeking a seasoned Portfolio Manager to lead the development and implementation of their new UK Opportunities Portfolio. The ideal candidate will have extensive experience in due diligence, investment decision making, and portfolio and risk management.

Key Responsibilities:

  • Prepare and maintain private markets due diligence reports, supporting investment decision making and portfolio construction using internal and external sources of data and research.
  • Consider ESG, climate change, and RI risk factors into account when conducting investment analysis, due diligence, and decision making.
  • Evaluate new investment opportunities and manage a portfolio/sub-fund, executing investment transactions and regularly reviewing the performance, attribution, exposure, and risk metrics of the sub-fund/portfolio.
  • Develop strong relationships with external managers and other industry participants.
  • 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.
  • Contribute to the training of junior team members.
  • Provide commentary on the strategy, performance, attribution, and risk of the sub-fund with responsibility for inclusion within client reporting documentation.
  • Engage with the research and risk team to ensure an integrated investment approach.

Background & Experience:

  • 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.
  • Hold a keen interest in and understanding of investment markets, long-term investment, and a commitment to responsible investment and sustainability.
  • Experience of using investment management software.
  • Strong problem-solving and decision-making capability.
  • Strong written and verbal communication and presentation skills.
  • 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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