Senior Portfolio Manager

About the Company

Our client is an expanding investment advisory and asset management organization that is evolving into a model-driven investment platform enhanced with AI technology.

Role Overview

This position is a practical leadership role centered on portfolio design, execution oversight, and rigorous investment management. It does not entail sales or asset-raising responsibilities.

Portfolio and Investment Management

• Lead the design and continuous upkeep of portfolios across various client mandates.
• Apply the firm's investment frameworks and model portfolios systematically and consistently.
• Track portfolio returns, risk parameters, and any deviations from the defined strategy.
• Make rebalancing choices and supervise trade execution effectively in collaboration with operations.
• Detect portfolio risks, issues of concentration, and inefficiencies in execution.

Investment Oversight and Governance

• Generate periodic reports on portfolio performance and associated risks for management and clients.
• Ensure all investment activities adhere strictly to CMA regulations and internal policies.
• Assist the Investment Committee by providing analysis, data, and feedback on execution.
• Maintain comprehensive documentation of investment choices and the reasoning behind them.

Team and Platform Growth

• Serve as the primary investment lead day-to-day as the asset management function expands.
• Contribute to enhancements in investment methods, tools, and reporting procedures.
• Collaborate closely with advisory and technology teams to support the AI-enabled investment platform.
• Assist in training and developing junior investment or portfolio support personnel as the team enlarges.

Qualifications and Experience

• 6 to 10 years of experience in portfolio or asset management roles.
• Deep knowledge of multi-asset portfolios including equities, fixed income, and funds.
• Strong expertise in portfolio risk management and analytical techniques.
• A proactive, hands-on approach with focus on execution.
• Ability to thrive within a dynamic, growth-oriented company environment.
• Proficient in Excel and portfolio analysis tools.
• Bachelor’s degree in Finance, Business, or a related discipline.
• CFA certification or progress towards it is preferred.
• Familiarity with CMA regulatory requirements is essential.