Lead Strategic Investment Portfolio Evolution
As a prominent portfolio leader, you will shape strategic investment outcomes and drive innovation in portfolio construction, reporting, and stakeholder engagement.
* Collaborate with the Portfolio Solutions and Asset Allocation teams to drive client portfolio construction and fund selection.
* Oversee timely, accurate reporting, including market updates, performance attribution, and stakeholder reports.
* Manage stakeholder relationships, address portfolio queries, and represent the organization in Investment Committee meetings.
* Drive strategic initiatives and operational improvements, including system enhancements and cross-functional collaboration.
* Mentor team members and develop new reporting capabilities to support evolving business needs.
You require:
* At least 10 years of experience in investment research, funds management, or a related financial services environment.
* A strong background in portfolio construction, fund selection, and performance analysis.
* Excellent leadership and stakeholder engagement skills, with the ability to influence at all levels.
* High proficiency in Microsoft Office tools, with experience using Bloomberg and MSCI Barra considered advantageous.