Strategic Equity Portfolio Director

1 month ago


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

We are seeking a highly skilled Strategic Equity Portfolio Director to lead our new long-only strategy, focusing on listed equity funds. This role requires an experienced professional with a strong entrepreneurial spirit and excellent leadership skills.

Main Responsibilities:
  • Develop a comprehensive investment philosophy and process to drive long-term value creation.
  • Coordinate the launch process with internal support functions, ensuring seamless execution.
  • Lead the portfolio management team, responsible for idea generation within a relevant investment universe.
  • Collaborate with existing PMs and analysts to contribute to analysis and investment decisions across other equity funds.
  • Participate in marketing efforts, including writing market notes, performance explanations, and fund positioning, supporting sales interactions with clients.
  • Foster collaboration with other investment units, both on liquid strategies and private assets.
  • Support the development of our ESG approach, aligning with our excellence requirements.
Requirements:
  • At least 10-15 years of experience in managing equity portfolios, with a proven track record of success.
  • A strong entrepreneurial spirit, ability to analyze and synthesize complex information.
  • Excellent communication skills, team spirit, and fluency in English; French is a plus.
  • Role located in Europe, exact location to be discussed.
Compensation:

The estimated annual salary for this position is €150,000 - €200,000, depending on experience and qualifications.



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