Portfolio Manager, Alternatives - Leeds
other jobs eFinancial Careers
Added before 2 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- full-time
- Competitive salary
Job Description:
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
*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
Job number 1672927
metapel
Company Details:
eFinancial Careers
From simple beginnings in 1995, Talent has been on a journey to redefine the world of recruitment through creating the most empowering customer and ca...