Act as the primary contact for client investment advisory services by guiding Client Relationship Managers and engaging directly with clients to discuss portfolios, market insights, and investment ideas
Conduct comprehensive global financial market research and analysis to optimize asset allocation strategies, enhancing portfolio performance in line with defined risk and return objectives
Lead the development and execution of the firm's strategic investment vision across public markets, focusing on equities, fixed income, commodities and currencies
Oversee compliance with regulatory standards, internal policies, and risk management protocols in managing public market investments
Manage and mentor a team of portfolio managers and analysts, fostering a culture of high performance and continuous development
Deliver regular performance reports and market insights to executive leadership and the board, supporting informed decision-making
Maintain and enhance the single stock and bond recommendation process, including idea generation and portfolio adjustments, while conducting thorough manager and fund analysis with ESG considerations
Collaborate closely with internal departments and participate in client-facing events and media engagements to promote the firm's expertise and support business growth
Qualifications
Exhibits reliability and meticulousness, complemented by strong communication and presentation abilities
Engages confidently with internal and external stakeholders, representing the team with professionalism and clarity
Navigates volatile market conditions with confidence, effectively addressing concerns of client relationship managers and clients
Thrives in a small, dynamic team environment by demonstrating a collaborative and proactive mindset
Excels in detailed analysis, selection, and ongoing monitoring of individual stocks and bonds
Applies expertise in risk management, compliance, and regulatory frameworks relevant to public market investments
Utilizes both quantitative and qualitative research methods to make well-informed, data-driven investment decisions
Demonstrates advanced skills in financial analysis, modeling, and portfolio management
Possesses deep knowledge of macro- and microeconomic principles, global financial markets, and investment products
Translates macroeconomic insights into actionable investment strategies with precision
Masters Degree in Banking, Finance etc. plus advanced education CFA, CIIA etc.
