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Portfolio Manager - London, United Kingdom,


Portfolio Manager



  • Implementing investment decisions.

­ PM will work closely with the investment manager, but will also use an element of discretion when performing individual (rather than bulk) trades.

­ Such trades may be because:

  • Acting on switch/sell instruction from stock selection committee
  • Phasing in new money
  • Raising cash when required
  • Adjusting portfolio after change in mandate
  • Rebalancing to maintain asset allocation
  • Concentrating portfolios into best ideas

­ Overseeing unit conversions into the cheapest share class available.

­ It's important the PM has a very good operational understanding of all the securities we buy.

­ Some investment knowledge would also be useful.

  • Coordinating between front and back office

­ It's essential to have a good understanding of all processes both front end and back including third parties such as Pershing.

­ Build strong relationships with the various different operational teams, and liaise with them when necessary

­ Be the first port of call for any operational issues

  • Monitoring of quarterly valuations, picking up any data or account setup issues.