Portfolio Manager, Alternatives
2 months ago
Key Responsibilities:
- Extensive experience of preparing and maintaining 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.
- 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.
- 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.
- Ability to distil a wide range of often conflicting information in a concise and cohesive manner.
- 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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