Client Portfolio Manager

Purpose of the Role

• This position is for a Junior Stockbroker within the M Group London Capital (non-profit) Management Portfolio, M Group's portfolio manager.
• The Portfolio Management Team provides customized investment advisory services for M Group's strategies.
• Portfolio managers are responsible for creating portfolios, identifying unique opportunities, implementing portfolio strategies, assessing risks, evaluating external partners, and managing long-term investment portfolios.
• Our key strategies include:
  • M Group's capital markets, M Group's global equities, and risk management.

Key Responsibilities

• Monitor and manage the strategic development of investment themes and plans, and provide ongoing updates to senior management
  • Work with the fund manager throughout the investment cycle, from inception through review and resolution
• Gain a deep understanding of various asset classes, understand customer needs, and provide investment solutions
• Organize and facilitate investment research meetings; ensure internal communication among researchers, portfolio managers, business development, and compliance staff
• Serve as the primary point of contact for providing investment expertise and solutions to clients, as well as for managing the due process involved in investing external funds, and handle related administrative tasks
• Ensure compliance with the firm's investment policies and regulations—both for the funds and the portfolio—and adhere to the required standards for the firm and the funds
• Prepare and distribute regular reports on portfolio performance, market trends, and investment themes
• Conduct due diligence on external fund managers, and engage in investment discussions and negotiations

Key Competencies

• Proficient in portfolio management, with experience in strategies involving research, organization, trading, and project management
• Strong communication skills to engage effectively with internal team members and clients, as well as market participants
• Strong analytical skills to actively evaluate investment opportunities and make informed decisions
• Creative thinking and problem-solving skills
• Ability to work independently and collaboratively within a dynamic team environment
• Must be able to work under pressure and meet tight deadlines
• Ability to analyze data and generate actionable insights
• Exceptional organizational and time management skills
• Self-motivated and results-driven

Here's what we offer:

• Competitive base salary and potential for bonuses
• Outstanding benefits and generous pension contributions
• Generous vacation allowance
• Flexible work arrangements
• Personal Development Plan and Annual Performance Review
• International and local educational opportunities