Responsibilities:
*Underwriting of external investments / fund managers, as well as internal fund managers, for investment as part of the portfolio
*Ongoing monitoring of those invested managers ensuring performance is adequate
*Update and monitor model portfolios according to risk appetites
*Responsibility for the data and information (performance, fees, holdings) needed for the monthly and quarterly reporting cycles, including factsheets
*Conduct research global markets to understand trends and movements in the market
*Support other team members where required on ad hoc projects including client presentations
Requirements:
*Previous experience in a similar role in an asset manager, wealth manager, or investment consultant, likely a multi-manager or manager research team
*Strong experience with Microsoft stack
*CFA qualified as desirable