Global Head of Equity Portfolio Management

Job Description

Responsible for global equity selection, models, and funds.

Duties and Responsibilities

The main tasks include:

• Create equity portfolio models based on geography, sectors, or other factors for global DPM implementations.
• Fundamental stock analysis of individual stocks to support the stock screening process.
• Effectively manage a team of equity analysts to improve and optimize the equity analysis process.
• Preparing and reviewing equity notes as part of the stock screening process to stay up to date.
• Maintaining notes in the relevant database.
• Communicating with other portfolio managers worldwide to support them in managing large, customized portfolios.
• Management of global individual-stock portfolios and, potentially, UK multi-asset portfolios.
• Communicating analyses and results to team members and the rest of EFG.
• Participate in client meetings and contribute to the acquisition of assets in DPM.
• Delivering a robust investment process and a rational rationale for equity portfolios.
• Achieve long-term benchmark performance (3 years) in a risk-managed manner.

Skills and experience

Required qualifications and skills:

• Extensive experience in managing global equity research and portfolio construction.
• A degree in a quantitative or economic field (2.1 classification or higher).
• Demonstrable understanding of products and the regulatory framework.
• Strong technical/digital skills – experience with SharePoint (preferred).
• Strong oral and written communication skills, with fluency in English.
• Economic Background.
• Ability to present data in a meaningful way—using KPIs and charts for senior stakeholders.
• Strong IT skills, particularly proficiency with Microsoft Office.
• Strong Excel spreadsheet skills.
• Strong analytical and problem-solving skills.
• Team-oriented and able to develop effective working relationships.
• Great attention to detail.
• Good time management skills.
• Organized and detail-oriented, ensuring that deadlines are met and accurate results are delivered.
• Proactive and able to work independently.
• Strong customer-focused approach/values.
• Responsibility: Taking on tasks and challenges and striving for continuous improvement.
• Hands-on: Proactively Delivering High-Quality Results.
• Passionate: A Commitment to Excellence.
• Solution-oriented: Focus on customer results and fair treatment of customers with a risk-aware attitude.
• Partnership-oriented: Promoting cooperation and teamwork.

We offer

A challenging and dynamic work environment where your contributions are valued and recognized. Our corporate culture is based on mutual respect and promotes diversity,