Portfolio Manager

Brown Shipley, London, GBR, EC2R 7HE
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Purpose of the Job

Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our client and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to others, we are small (<2,000 employees across 50 European and UK locations) with an ambition to stay true to our purpose to be the most trusted fiduciary of family wealth. 

The role holder will work as a Portfolio Manager within the Investment Office function as part of the delivery of our investment management services to clients.  

Key Accountabilities

Portfolio Management                                            
• Primary responsibility is the ongoing support and management of client investment portfolios.                             
• A key knowledge of client specific requirements and constraints is crucial to the successful management of client portfolios as well as efficient wrapper management for portfolio management.                                                
• Bring greater consistency to client portfolios and client outcomes. 
• Ensure portfolios are aligned within Brown Shipley Investment Policy parameters and assigned models. 
• Contribute to the delivery of performance versus comparators and for greater consistency within the wider business.     
• Supporting Client Advisers and the Investment teams with specific client management tasks and responsibilities            
• Supporting and contributing to the development and adoption of Brown Shipley IT systems and infrastructure, to support a more efficient, scalable and robust portfolio management process.                                            
• Development of the dealing process to manage error risk.  
 
Portfolio Strategy  
• Contribute to and support the ongoing development of the model portfolios for the Core and Personal.
• Providing knowledge and input to the portfolio construction process that help shape client portfolios and specific wrapper considerations. 
• Contribution to developing quantitative analytics on portfolios and development of a risk discipline within portfolio construction.  

Portfolio Analytics   
• Creation and distribution of portfolio analytics to key stakeholders within Investment Office and Wealth Management teams.   
• Contribution to investment updates for clients and preparation of investment reports and meeting packs.
Supporting Client Advisers with portfolio proposals for new business pitches.

Knowledge and Experience

Proven relevant investment industry experience
A high level understanding of Financial Markets and Investments
A sound knowledge of Private Client wealth and portfolio management
 

Attributes and Qualities

Excellent team working skills. Supports and encourages others to generate a positive working culture, sharing information cross-functions.
High accuracy and attention to detail.
Well organised and efficient.
Takes a solution oriented approach and challenges the way we do things: “see it, say it, fix it

Technical Skills

Expert Knowledge of using G2 where necessary. Advanced Microsoft Excel
Minimum of CFA UK Level 4 Certificate in Investment Management or CISI Level 4
Act as true first line of defence for clients and Quintet through proactive risk management.
This is a ‘Certified’ role that is subject to the FCA’s ‘individual conduct rules’ requirements and the firm’s ‘Knowledge & Competence Framework’ guidance.

Languages Skills

Fluent in English, additional European language advantageous 

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