Client Portfolio Manager

Purpose of the Role

• This position is a Junior Stockbroker within M Group London Capital (non-profit) Management Portfolio, M Group's Portfolio Manager.
• Portfolio Management Team provides bespoke investment advisory service for M Group's strategies.
• Portfolio managers are responsible for producing portfolios, identifying unique opportunities, executing portfolio strategies, assessing risks, evaluating external partners, and maintaining 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 head of the fund throughout the investment cycle, from inception to review and resolution
• Obtain deep understanding of various asset classes, understand customer needs, and provide investment solutions
• Organize and facilitate investment research meetings, ensure internal communication between researchers, portfolio managers, business development, and compliance staff
• Serve as the primary interface for delivering investment expertise and solutions to clients, as well as for the due process of the investment of external funds for management, and handle related administrative tasks
• Ensure compliance with the firm's investment policies and regulations, both the funds and the portfolio, and submit to the required standard 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, organizing, 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 evaluate investment opportunities actively 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

What we offer is:

• Competitive base salary and bonus potential
• Outstanding benefits and generous pension contributions
• Generous holiday allowance
• Flexible working options
• Personal Development Plan and annual appraisal
• International and local education opportunities