DUTIES AND RESPONSIBILITIES:

Portfolio Management: Oversee the day-to-day management of passive investment portfolios, including monitoring performance, rebalancing, and implementing adjustments as necessary to adhere to investment guidelines and objectives.

• Work with the Head of Passive team in managing, developing and maintain all passive portfolios, including domestic and international equity portfolios.
• Portfolio Management: Oversee the day-to-day management of passive investment portfolios, including monitoring performance, rebalancing, cash management and implementing adjustments as necessary to adhere to investment guidelines and objectives.
• Strategy Implementation: Develop and execute strategies for tracking and replicating market indices, ensuring portfolios maintain alignment with benchmark performance.
• Risk Management: Identify and manage potential risks associated with passive investment portfolios, including market, liquidity, corporate events and tracking error risks.
• Performance Analysis: Regularly analyse portfolio performance against benchmarks, assess tracking error, and report on performance metrics to senior management and clients.
• Automation and streamlining of all passive investment processes.
• Liaise with index providers on product development, methodology and billing.
• Ad hoc fund investigations
• Supplying marketing with investment views for report backs, monthly notes, conferences, presentations, etc. E.g., investment outlook, new product developments, changes to portfolio positioning where required.
• Assist Investment Heads with strategic and tactical asset allocation decisions, portfolio construction and risk management where required.
• Present on portfolios to both internal and external audience.

ROLE QUALIFICATIONS AND EXPERIENCE:

• Minimum of 5 years’ investment experience within financial services, preferably in the passive space.
• Relevant Degree/Qualifications.
• A CFA or Actuarial candidate with investment experience would be preferable.
• Strong quantitative and analytical skills.
• A demonstrated ability to compile presentations and present to internal and external audiences.
• Strong MS Excel and Database skills.
• Strong numerical skills
• Programming skills would be advantageous (R, Python).
• General market awareness.
• Ability to work in a team.
• A passion for investments.