Key Responsibilities
Portfolio & Investment Management
- Oversee the design, implementation, and monitoring of investment strategies for institutional clients, ensuring alignment with client objectives and risk profiles.
- Conduct regular portfolio reviews, performance analysis, and rebalancing as required to optimise returns and manage risk.
- Collaborate with research, product, and risk teams to incorporate market insights and best practices into portfolio construction.
- Ensure rigorous adherence to investment mandates, guidelines, and regulatory requirements.
Client Relationship Management
- Serve as the primary point of contact for institutional clients, building and maintaining long-term, trusted relationships.
- Lead the development and delivery of customised investment proposals, presentations, and reporting materials for clients.
- Proactively address client queries, concerns, and feedback, ensuring timely and effective resolution.
- Organise and lead regular client meetings, portfolio reviews, and educational sessions to enhance engagement and satisfaction.
Business Development & Growth
- Identify, pursue, and secure new institutional mandates and opportunities for asset growth.
- Develop and execute strategies to deepen existing client relationships and cross-sell relevant products and services.
- Represent the firm at industry events, conferences, and networking opportunities to enhance visibility and credibility in the institutional space.
- Collaborate with the sales and marketing teams to develop targeted campaigns and thought leadership content for institutional audiences.
Team Leadership & Development
- Lead, mentor, and develop a team of portfolio managers, analysts, and support staff, fostering a culture of excellence and collaboration.
- Set clear objectives and performance expectations for team members, providing regular feedback and coaching.
- Encourage ongoing professional development and knowledge sharing within the team.
- Promote diversity, inclusion, and ethical conduct in all team activities.
Performance Monitoring & Reporting
- Establish and monitor key performance indicators (KPIs) for client portfolios and team activities.
- Ensure the timely and accurate preparation of performance reports, investment commentary, and regulatory disclosures.
- Analyse investment performance, attribution, and risk metrics to identify areas for improvement and innovation.
- Present portfolio and business performance updates to senior management and relevant committees.
Risk Management & Compliance
- Ensure all activities comply with relevant regulatory requirements, industry standards, and internal policies.
- Identify, assess, and mitigate risks associated with portfolio management, client mandates, and market developments.
- Work closely with compliance, legal, and risk teams to address regulatory changes and ensure best practice.
- Foster a culture of compliance, transparency, and responsible investing within the team.