Portfolio Manager

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

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

1. 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. 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 operational error risk.

2. Portfolio Strategy
- Contribute to and support the ongoing development of the model portfolios.
- 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.

3. 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.

4. General
- To develop own professional expertise through on the job training, formal training and,
where appropriate professional qualifications.
- Carry out any other duty as may reasonably be required.

Knowledge and Experience

Over 3 years relevant investment industry experience
A high level understanding of Financial Markets and Investments
A sound knowledge of Private Client Wealth 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

CISI Level 4 qualification (or working towards)
Intermediate Microsoft Office skills but advanced in Excel
Act as true first line of defence for clients and Quintet through proactive risk management.

Languages Skills

Fluent in English

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