Job Description
About the Opportunity
Portfolio Management: Oversee the day-to-day management of passive investment portfolios, including monitoring performance, rebalancing, and implementing adjustments as necessary to adhere to investment guidelines and objectives. Work with the Head of Passive team in managing, developing and maintaining all passive portfolios, including domestic and international equity portfolios.
Responsibilities
- Strategy Implementation: Develop and execute strategies for tracking and replicating market indices, ensuring portfolios maintain alignment with benchmark performance.
- Risk Management: Identify and manage potential risks associated with passive investment portfolios, including market, liquidity, corporate events, and tracking error risks.
- Performance Analysis: Regularly analyze portfolio performance against benchmarks, assess tracking error, and report on performance metrics to senior management and clients.
- Automation and streamlining of all passive investment processes.
- Liaise with index providers on product development, methodology, and billing.
- Ad hoc fund investigations.
- Supplying marketing with investment views for report backs, monthly notes, conferences, presentations, etc.
- Assist Investment Heads with strategic and tactical asset allocation decisions, portfolio construction, and risk management where required.
- Present on portfolios to both internal and external audience.
About You
ROLE QUALIFICATIONS AND EXPERIENCE: Minimum of 5 years’ investment experience within financial services, preferably in the passive space. Relevant Degree/Qualifications. A CFA or Actuarial candidate with investment experience would be preferable. Strong quantitative and analytical skills. A demonstrated ability to compile presentations and present to internal and external audiences. Strong MS Excel and Database skills. Strong numerical skills. Programming skills would be advantageous (R, Python). General market awareness. Ability to work in a team. A passion for investments.