Client Portfolio Manager | Multi-Asset & Alternatives
Are you passionate about financial advice, investment markets, and educating advisers?
Client Portfolio Manager | Multi-Asset & Alternatives
Are you passionate about financial advice, investment markets, and educating advisers?
A leading investment manager is seeking an experienced investment professional to be a key figurehead in investment-related communication and education, with a focus on Multi-Asset and Alternative Investments.
About The Company
This firm specialise in Multi-Asset and Alternative Investment Solutions, partnering with top-tier consultants and advisers to deliver exceptional outcomes for high-net-worth clients. Their collaborative environment values expertise, innovation, and a deep commitment to investment education.
About The Role
Reporting to the CIO, the Client Portfolio Manager plays a vital role in shaping and delivering investment education and insights. Responsibilities include:
* Providing investment education and content in collaboration with the investment team and external consultants (AA and Alts)
* Delivering portfolio updates, monthly reporting, and insights for investment committees
* Supporting advisers in constructing and managing Multi-Asset and Alternative portfolios for HNW clients
* Presenting at conferences and forums, sharing market insights and research
* Managing research house relationships and contributing to marketing collateral
Success will be measured by the impact on adviser understanding, content development, and reducing the time investment leaders spend on education initiatives. Please note that this is NOT a sales role, this opportunity will focus on an aligned group of advisers.
What's On Offer
* A high-impact role in a dynamic investment team
* The opportunity to shape investment communication for key stakeholders
* A flat organisational structure that values collaboration and innovation
* Competitive remuneration, professional development, and career growth
Who You Are
* 10+ years of experience in a related investment role
* Strong expertise in Multi-Asset and Alternative investments, portfolio construction, and adviser engagement
* A finance-related postgraduate qualification and/or MBA
* A creative and strategic thinker with a passion for education and communication
Please apply now!
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