Portfolio Manager - Wealth Management
Permanent - Wealth Management - London, United Kingdom
About Us
AlTi is the financial ideas company, delivering transformational solutions that create enduring value. We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and solutions. Our clients are UHNW individuals and families, institutions, foundations and family-led businesses. We offer a connected ecosystem of advice, solutions and unique investment opportunities from across our global network. AlTi has over 400 employees and assets under management of $60 billion with access to substantial capital for further investments.
We are passionate about finding better ways to serve our clients. We approach problems with open-mindedness and a restless entrepreneurial spirit to deliver more for clients.
Our culture is rooted in curiosity. We support the unique qualities of each team member and the entrepreneurial spirit shared by all of us. We come from different backgrounds and offer different perspectives. We believe these differences make us better suited for a fast-changing world.
As a growing global firm with offices in ten countries on four continents, we are looking for talented individuals to expand our team. If you share our passion for ideas and commitment to excellence, we want you to join us.
Job Description
AlTi Global is seeking a Portfolio Manager within the Investment Advisory division and will be based in the group’s London office. You will be working for Head of London based client advisory team and a core member of central investment team, contributing to investment strategy.
You will be responsible for, among other things, supporting the group’s portfolio management and reporting activities, including analyzing client financial and asset status, determining client investment objectives, build and maintaining portfolios to meet those objectives, producing detailed financial reports illustrating performance and effectively communicating with both clients and internal stakeholders. This role is central to the success of our business!
Job Responsibilities:
• Build individual portfolios in a creative and thoughtful way based on client needs, in line with house view and using available investment products on the platform
• Monitor and maintain portfolios in line with Investment Group output and our Impact strategies
• Act as a point of contact for performance-related questions, concerns and issues from clients
• Partner with business development colleagues in client pitches
• Develop market, product and client research
• Participate in preparation of presentation materials for both existing and prospective clients
• Analyse investment performance of designated accounts and third-party portfolio managers utilized within the group’s Investment Advisory division
• Maintenance of trade blotter for client portfolios
• Complete ad hoc projects as assigned
Qualifications and Competencies:
• CFA preferable
• Minimum 3 years Portfolio Management experience in a recognised financial institution
• Client facing experience with UHNW clients
• Prior exposure to Investment strategies, alternatives (e.g. illiquid credit)
• Interest in the areas of asset allocation, investment analytics and performance calculations/methodologies
• Ability to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centred focus
• Advanced analytical, quantitative and problem-solving skills
• Excellent attention to detail
• Strong initiative and desire to learn, excellent team working skills and dedication to partnership and success
Location:
London, United Kingdom
Department:
Wealth Management
Employment type:
Permanent
Working pattern:
Full time
Remote working:
Hybrid