Portfolio Manager Assistant

6 days ago

Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time
About the Role

Meredith Brown Associates Ltd is seeking a highly skilled Portfolio Manager Assistant to join our Investment team. As a key member of the team, you will play a crucial role in assisting with the launch and ongoing management of externally managed fund propositions.

Key Responsibilities
  • Assist in the selection, combination, appointment, and monitoring of mandates awarded to external managers in a consistent and rigorous manner to deliver sustainable outperformance from externally managed pools.
  • Evaluate investment strategies and style combinations for externally managed sub-funds to achieve agreed investment outcomes, taking into account the complementarity of investment strategies.
  • Develop and maintain relationships with external managers, including appointed and prospective managers.
  • Establish and maintain relationships with third-party service providers, including advisers, consultants, and research providers.
  • 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.
  • Assist in the management of portfolios/sub-funds within investment guidelines and defined risk parameters.
  • Conduct fundamental research to support Strategic and Dynamic Asset Allocation decisions/forums.
  • Participate actively in investment team meetings, both external management and wider firm.
  • Engage with the research, responsible investment, and portfolio risk teams to ensure an integrated investment approach.
Requirements
  • CFA Qualified with relevant experience in asset management, manager research, and oversight, with a strong understanding of asset classes and economic fundamentals.
  • Understanding of Qualitative & Quantitative Due Diligence.
  • Strong relationship management skills.
  • High levels of integrity and trustworthiness.
  • Knowledge of Bloomberg, PowerBI, eVestment, and other portfolio management tools.
What We Offer
  • Vitality Health Insurance for all employees.
  • Employee Assistance Programme.
  • A generous holiday allowance of 30 days a year, plus bank holidays.
  • Professional Development.
  • Critical Illness Cover.
  • Pension scheme.
  • Stunning city centre location with easy access to public transport.
  • Cycle to work scheme.
  • Life Assurance 6x of salary.
  • Sustainable travel plans and public transport discounts.
  • Range of discounts for local gyms, shops, and restaurants.

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