Global Head of Equity Portfolio Management

Tasks and responsibilities

• Responsible for global stock selection, models, and funds.
• Building equity portfolio models based on geography, sectors, or factors that global fund managers use for their investments.
• Fundamental analysis of individual stocks to support the stock-scoring process.
• Effectively managing a team of equity analysts. Seeking ways to improve and expand the equity analysis process.
• Creating notes and maintaining stock notes related to the stock screening process, which are provided to clients and for internal use.
• Maintaining notes in the relevant database.
• Collaborating with other portfolio managers worldwide to support them in managing large, customized portfolios.
• Management of global client-sector equity portfolios and, potentially, UK multi-asset portfolios.
• Communicate analyses and findings to team members and the rest of EFG, as appropriate.
• Participation in customer-oriented courses and contribution to other EFG courses, as appropriate.
• Delivering a robust investment process and sound reasoning when it comes to equity portfolio managers.
• The goal is to outperform the benchmark over the long term (3 years) in a manner commensurate with the level of risk.
• Monitoring and ad hoc communication to explain performance and decisions made to CROs and clients.
• Support the marketing department in providing appropriate marketing materials.
• Compliance with and maintenance of knowledge of all applicable laws, including relevant statements of principles, the Code of Conduct for Authorized Persons, and training.
• Treating customers fairly and acting in their best interests at every stage by providing them with transparent, efficient, and professional service.

Requirements and Experience

• Extensive experience in managing global equity research and portfolio construction processes.
• A degree in mathematics or economics (2:1 or higher).
• Demonstrable understanding of products and the regulatory framework.
• Strong technical and digital skills—experience with ShareView (preferred).
• Strong oral and written communication skills, with fluency in English.
• Ability to present data in a meaningful way—using KPIs and charts—to an audience of senior stakeholders.
• Strong IT skills, with specialized knowledge of Microsoft Office.
• Strong Excel spreadsheet skills.
• Strong analytical and problem-solving skills.
• Team-oriented and able to build effective working relationships.
• A high degree of care.
• Good time management skills.
• Organized and detail-oriented, ensuring that deadlines are met and accurate results are produced.
• Proactive and able to work independently.
• Strong commercial acumen – a customer-focused approach / our values.

Our values

• Sense of Responsibility: Taking responsibility for tasks and challenges, and striving for continuous improvement.
• Practical: Be proactive to deliver high-quality results quickly.
• Passionate: Commitment and striving for excellence.
• Solution-oriented: Focus on customer outcomes and fair treatment of customers with a risk-ad