You are a strategic thinker and a hands-on leader who can take on new challenges in developing a best in class asset management capabilities and fund solutions.
As an experienced portfolio manager within Mansart business, you will be responsible for and lead portfolio management, fund structuring, platform development and client services functions and new initiatives. Responsibilities include but not limited to managing existing and launching new funds, building out capabilities of the platform (e.g. new products, automation, etc), on-boarding new external partners (e.g. trust bank, broker, vendor), managing RFPs and client due diligence, and engaging in client reporting tasks (e.g. BIS report, IRRBB, factsheet, extra-ordinary market report). You will be part of a well-established organization yet enjoying an entrepreneurial environment where you can make significant contributions in shaping the future of the business.
Job responsibilities
- Oversee and carry out day-to-day portfolio management tasks, including but not limited to portfolio rebalance, trade execution, risk management and attribution analysis, and managing the fund product life cycle from launch to closure.
- Develop and maintain partnerships with various internal (e.g. Mansart UK, Middle Office, Legal, Compliance, etc) and external (e.g. regulators, distributors, brokers, trust banks, system/BPO vendors, auditors, etc) stakeholders to lead new fund launches and closures.
- Lead business initiatives and projects to develop new capabilities, gain new business and improve efficiency, such as new distributor and broker on-boarding, building new product capabilities, business process automation etc.
- Engage in client service support such as RFPs, Due Diligence, factsheet and other client reporting.
- Assist the President with managerial tasks on management of the legal entity including but not limited to the following: 1) Business planning, budgeting, and financial results monitoring; 2) Policy / procedure reviews; 3) Representing Portfolio Management in both business-driven and governance committees (e.g. Investment Committee, Business Control Forum); 4) Coordinate with all 3 lines of defense on control related issues; 5) Liaison with regulators (e.g. answer to Questionnaires and requests, etc); 6) Business Continuity Planning, vendor management, etc.
Required qualifications, capabilities, and skills
- Prior experience working at an asset manager or an investment bank with experience in portfolio management, fund structuring (buy side or sell side), financial derivatives or quantitative analysis
- Bachelor’s degree (or equivalent) in a quantitative or finance field
- A visionary, good communicator, and team leader who take ownership and drive the business proactively
Preferred qualifications, capabilities, and skills
- Experience working in an asset manager or an Investment Bank covering private placement fund using Total Return Swaps will be a plus
- Experience with systematic investable index solutions or multi asset product would be a plus
- Experience in Python and other programming language would be a plus