Associate Investment Manager - London, United Kingdom - mbf.

mbf.
mbf.
Verified Company
London, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description

A leading Asset Managers based in Central London is seeking to recruit an Assistant Portfolio Manager to working within the Private Investment Office function.


The role:


  • The Assistant Portfolio Manager will provide support to portfolio managers in the asset allocation of client portfolios in line with their risk profiles and investment mandates, as well as providing reporting and dashboards for client meetings.
  • Inputting trades directly into MOXY/APX and liaising with trade support and dealing desk to ensure timely execution, to include investment rational for audit purposes.
  • To monitor client portfolio performance to ensure that client portfolios are meeting target returns.
  • To manage the currency exposure and forward currency transactions where hedging is required.
  • To manage cash and foreign exchange balances to ensure sufficient liquidity for regular withdrawals and fees.
  • Preparation of summary analysis for client meetings

Requirements:


  • 3+ years' experience in wealth/investment management/banking or general financial services.
  • Degree in finance. Business, mathematics preferred.
  • Knowledge of portfolio management techniques/rebalancing portfolios, performance reporting and contribution/attribution analysis and monitoring of portfolio exposures in line portfolio risk exposures.
  • IMC and working towards CFA level one

On Offer:


  • Generous basic salary of up to £55,000
  • Excellent company benefits and study support plus good bonus
  • Genuine opportunities to progress the company pride themselves on promoting from within
  • Flexible working up to 2 days from home per week
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