About the role
As an Associate Portfolio Manager, you will focus on various markets across EMEA, interacting with the front office to devise appropriate portfolio solutions to meet clients’ goals; managing cash levels, asset allocation deviations, hedging strategies, tactical trade implementation and clients’ liquidity needs.
You will leverage your deep understanding of financial markets, portfolio management theory, product knowledge and trade execution. You will work directly with fellow Strategy and Solutions teams to construct and implement investment ideas within the discretionary business.
Job responsibilities
- Implementation of the Bank’s various CIO teams’ views to ensure the bank's best investment thinking is reflected consistently in our clients’ accounts
- Maintain knowledge of the investment solutions utilized throughout the Private Bank, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
- Maintain knowledge of each account's unique requirements/sensitivities and effectively translate into portfolio management decisions
- Monitor accounts for model drift and strategy deviation across asset classes and rebalance portfolios when required
- Monitor investment vehicle selection and resulting exposures
- Monitoring cash and security activity in client accounts
- Communicate PMG trading activity and initiatives to internal clients and partners
- Market PMG effectively to all internal clients to continue to grow the team's footprint in Europe
- Maintain effective controls within the governance structure, to mitigate risks and ensure consistency
- Embrace new technology to develop scalability of the business
Required qualifications, capabilities and skills
- Minimum Bachelor's degree
- Asset and/or Wealth and Money Management experience
- Ability to demonstrate a passion for and understanding of financial markets and investment solutions
- Detail orientated and process focused
- Ability to operate in a fast-moving and demanding environment
- Work effectively as part of a global team
- Aptitude to identify and minimize investment/business risk
- Strong communications skills
- English proficient
Preferred qualifications, capabilities and skills
- CFA qualification
- Additional languages.