Are you passionate about financial advice, investment markets, and educating advisers?
A leading investment manager is seeking an experienced investment professional to be a key figurehead in investment-related communication and education, with a focus on Multi-Asset and Alternative Investments.
About the Company
This firm specialise in Multi-Asset and Alternative Investment Solutions, partnering with top-tier consultants and advisers to deliver exceptional outcomes for high-net-worth clients. Their collaborative environment values expertise, innovation, and a deep commitment to investment education.
About the Role
Reporting to the CIO, the Client Portfolio Manager plays a vital role in shaping and delivering investment education and insights. Responsibilities include:
- Providing investment education and content in collaboration with the investment team and external consultants (AA and Alts)
- Delivering portfolio updates, monthly reporting, and insights for investment committees
- Supporting advisers in constructing and managing Multi-Asset and Alternative portfolios for HNW clients
- Presenting at conferences and forums, sharing market insights and research
- Managing research house relationships and contributing to marketing collateral
What’s on Offer
- A high-impact role in a dynamic investment team
- The opportunity to shape investment communication for key stakeholders
- A flat organisational structure that values collaboration and innovation
- Competitive remuneration, professional development, and career growth
Who You Are
- 10+ years of experience in a related investment role
- Strong expertise in Multi-Asset and Alternative investments, portfolio construction, and adviser engagement
- A finance-related postgraduate qualification and/or MBA
- A creative and strategic thinker with a passion for education and communication
Please apply now!
