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Company : City Wharf Financial Recruitment
Job Category / Job Sector : Financial Services / Assett Management
Job Reference : 321
Job Description :
Our client is a well-established wealth manager who has been operating for over 30 years with billions under management. Currently, looking to hire two junior portfolio managers with at least 2-3 years' experience in portfolio management ideally within Equities and Fixed Income. Suitable individuals will already have or be willing to take the relevant CFA exams as part of this role. Please see full job specification below

Job Purpose:
Primary: Manage the asset allocation of client portfolios in line with their risk profiles and investment mandates. This includes reporting, performance analysis and communication with clients.
Secondary: Provide support to Team Leader & Sales staff in managing existing clients and in prospecting new clients

Principal Tasks and Accountabilities

* Regular reviews to analyse client portfolios to ensure that asset allocation reflects clients' investment mandates and to provide an audit trail for compliance purposes.
* Inputting trades directly into MOXY/APX and liaising with Trade support and Dealing desk to ensure timely execution, to include investment rational for audit purposes.
* To monitor portfolio performance to ensure that client portfolios are meeting target returns.
* To manage the currency exposure and forward currency transactions where hedging is required.
* To ensure income generating portfolios are appropriately invested to meet their target income levels.
* Input FX and Forward trades into MOXY/APX and spread sheet for custodians.
* To manage cash and foreign exchange balances to ensure sufficient liquidity for regular withdrawals and fees.
* Input/monitor and review of futures transactions to include rollover and management of margin.
* Preparation of summary analysis for client meetings.
* Performance analytics preparation for Trustees
* Monthly/Quarterly production and distribution of portfolio valuations.
* Bespoke client reporting for larger clients.

Assisting other portfolio managers on the team with their day to day tasks
Specific Regulatory Responsibilities

* Knowledge and adherence to internal procedures
* Knowledge and adherence to internal and external client guidelines
* An awareness of personal responsibility in relation to FSA Handbook
* Awareness of TCF rules
* Market Conduct (MAR)
* Training and Competence (T&C)
* Money Laundering (ML)
* Complaints (DISP) and Dispute Resolution
* Conduct of Business (COB)
* Bribery Act
* PA Dealing guidelines
* Data Protection

Training and Competence Requirement:

* Regulatory requirement IMC or equivalent
* RDR compliant from 2013
* In House:

* Familiarisation with all the internal processes and controls

Having complete knowledge of dealing and execution process
Complete knowledge of systems


* Existing and potential clients & Industry professionals (Administrator and Custodians)


* Trading Management, Relationship Managers, Compliance, Investment Team,
Skills (Years Experience) :
Language requirements :
Employment Type :
  • Permanent
Salary/Rate : From: 25000  To: 40000 £ GB per year
Other Information
Min. Qualifications :
Min. Experience (Years) : Unspecified
Job Location : London - England - London
Post Date : 09 Jan 2018
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