Portfolio Manager and Fund Analyst

About the Opportunity

Join us as a Portfolio Manager and a Fund Analyst within the Private Bank and Wealth Management (PBWM) Hedge Funds, Funds and ETFs team. Our vision is to deliver high quality scalable investment solutions driving growth across all PBWM channels, by helping clients achieve their investment objectives. We have a long track record of identifying the small subset of active managers who can deliver over the long term. We are agnostic regarding the structure of the investment and cover third party mutual funds, active ETFs and customised mandates. We are also able to work directly with investment managers to design and launch new investment strategies.

Responsibilities

• Undertake detailed investment due diligence on third‑party investment managers
• Identify and evaluate new investment opportunities
• Perform continual monitoring of appointed managers
• Contribute to the portfolio management of UCITS funds
• Support and challenge investment recommendations across other asset classes

About You

Essential Skills/Basic Qualifications:

• Prior experience in investment research, fund due diligence and third-party investment manager selection
• Strong investment knowledge including understanding of key risk drivers, portfolio construction and performance attribution
• Demonstrable ability to analyze complex investment information with a high attention to detail
• Strong written and verbal communication skills
• Investment Management Certificate (IMC) or equivalent qualification completed

Desirable Skills/Preferred Qualification:

• Previous experience analyzing or covering fixed income strategies
• Progress toward or completion of the Chartered Financial Analyst (CFA) program
• Practical knowledge of UCITS regulations and fund structures
• Familiarity with consultant research and experience integrating it into an internal research framework

Benefits

You may be assessed on the key critical skills relevant for success in role such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

About Company

This role is based in London.

Purpose of the role

To generate returns, manage risk, and ensure the portfolio’s financial stability and long-term success.

Accountabilities

• Allocation and monitoring of securities within a portfolio
• Execution of research and analysis on various securities
• Communication of the banks investment philosophy
• Performance monitoring against benchmarks and objectives
• Implementation of risk management strategies
• Conducting of simulations to assess the portfolio's resilience
• Monitoring of economic data and geopolitical events
• Research of emerging asset classes and alternative investments
• Stakeholder management of investment banks and external partners

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.