Trainee Portfolio Manager, Officer

The role supports Investment Solutions Group (ISG) Portfolio Managers and gets trained for Portfolio Manager role.

The role is to provide investment support to the portfolio management team of the Investment Solutions Group with a specific focus:

Portfolio monitoring and management
Portfolio analytics and research
Team support

What you will be responsible for

The role is to provide investment support to the portfolio management team of the Investment Solutions Group with a specific focus:

Portfolio monitoring and management
Portfolio analytics and research
Team support

Ultimately, after receiving sufficient training on ISG investment process and tools, the selected individual will become Portfolio Manager who will perform regulated activity. This role cooperates with ISG investment teams in EMEA, North America and Asia Pacific.

This role can be performed in a hybrid mode, where you can balance work from home and office to match your personal needs with the role requirements.

Portfolio Monitoring and Management

Assisting investment managers in the preparation and monitoring of daily cash flow and rebalancing activity for portfolios
Providing assistance in the management of asset class fund of funds and strategic asset allocation portfolios
Monitor cash and FX positions to avoid overdraft and alert PMs
Monitor currency hedging and hedged ratio in liaison with the Portfolio management team
Monitor portfolio positions in line with guidelines, risk and position limits and escalate promptly to managers deviations

Portfolio Analytics and research

Develop and maintain portfolio oversight reports – performance and exposures for management oversight and non-standard, mandate-specific requirements
Transaction Cost Analysis review to help the Portfolio management team in improving the trading process with the trading desk
Custom client reporting, ad hoc client inquiries
Investment review of underlying building blocks with a specific focus on fund (including ETF) monitoring – vendor concentration, cost effectiveness, consistency of performance results
Run strategic and tactical optimizations on portfolio managers’ behalf using the Investment Solutions Group’s tools and inputs.

Broad Team support

Meeting with and providing information to fund managers; this might include summaries of research, investment ideas, key events from the proceeding day as well as key drivers for the day/week ahead
Ensuring that all compliance regulations are met.
Building and generating reports regarding investment portfolios, performances and trends on a regular basis (from daily to quarterly).
maintain dashboards, build meeting report packages preparing periodic fund/strategy commentary and providing them to relevant stakeholders

What we value

The candidate should demonstrate:

Good mathematical, decision-making and communication skills
Understanding risks associated with investing
Maintaining knowledge of market and economic trends
Knowing various investment types, such as mutual funds, stocks and bonds
Good communication skills
Ability to work effectively in a team
Initiative, flexibility and innovation
Interest in current affairs and an appreciation of their impact on the market
Commitment to further study and increase qualifications
Language skills and a global mind-set – for international organizations
Possess CFA certification or committed to reach the CFA certification in the short term (1-3 years)
Knowledge of Microsoft Excel, VBA and PowerPoint
Programming skills (VBA and Matlab)

Computer literacy is essential although some IT skills can be acquired during training. Excel is particularly important as roles often involve financial modelling and projection work. You’ll also be expected to use Bloomberg and/or other financial information platforms.