Academic Portfolio Manager

2 weeks ago

Peterborough, Canada Marlborough Group Full time

The Marlborough Group is a successful investment business that manages over £15 billion for over 200,000 clients and employs some of the UK’s most respected fund managers. The Group has its headquarters in Bolton and offices in London, Lichfield, Peterborough, Bristol and Dublin.

The Group employs more than 150 people across its business lines being:

  • Marlborough Limited – The Group’s investment management business
  • Investment Fund Services Limited – The groups Authorised Corporate Director (ACD) Authorised Fund Manager business
  • Select Platform – The Group’s platform business

Marlborough Group’s success has been built on a reputation for excellence in active fund management, with the Group leading the way in industry expertise, service quality, product understanding and added value for our investors.

As we continue with our ambitious growth plans, we are looking for talented people who share our values and will grow and develop as financial services professionals.

Position

Role Purpose

  • To manage Marlborough Bespoke DFM portfolios, carrying out appropriate research and creating portfolios invested in Funds/Equities/Fixed Income Securities which have the potential to deliver returns which meet or exceed investor expectations, whilst always keeping the portfolios compliant with industry regulations.
  • To facilitate the effective and efficient management of the DFM portfolios on relevant platforms, including trading, monitoring and reviewing of positions and exposures.
  • To promote the Bespoke DFM offering to key stakeholders and clients.

Key Responsibilities

  • The primary responsibility will be the day-to-day management of the Marlborough DFM portfolio range with co-portfolio management role of the global direct equity solution.
  • Management of the portfolios will entail researching funds and securities and constructing portfolios which have the potential to deliver returns consistent with investor expectations of risk and performance, whilst ensuring that the portfolios’ exposures remain within the limits imposed by their mandates.
  • Maintaining records of research and investment rationale, and ongoing monitoring of the portfolios, including the production of regular investment reports and statutory managers reports.
  • To work collaboratively with the Sales & Marketing teams, creating appropriate materials, via any media deemed suitable and giving or attending presentations at meetings with existing and potential investors.
  • The jobholder will liaise with the Chief Investment Officer, Compliance & Risk, and Administration teams to ensure the portfolios are managed in accordance with prevailing regulations and as a means of ensuring the most efficient administration of the portfolios.
  • Ensure that all transactions are carried out in a timely and effective manner, in accordance with Best Execution requirements.
  • Establish and maintain productive relationships with external service providers.
  • Assist in mentoring, developing, and enhancing colleagues’ knowledge and capabilities within the DFM arena

Secondary Responsibilities:

  • Provide input into Marlborough’s broader investment decision-making forums.
Requirements
  • Good numeric skills
  • Excellent written and verbal communication skills
  • Ability to problem solve and deal with complex queries.
  • Ability to prioritise & work to strict deadlines.
  • PC literacy and internet skills
  • Professional telephone manner

Beneficial Skills:

  • Previous experience with Bloomberg
  • IT Literacy
  • Advanced Excel skills

Essential Qualifications:

  • Investment Management Certificate (IMC)
  • Capable of being certificated as a material risk taker under SM&CR

Beneficial Qualifications:

  • Chartered Wealth Manager or Chartered Financial Analyst
  • A minimum of five years’ experience in a similar role

Personal Qualities:

  • Ability to function as part of a team.
  • Confident manner both written and verbally.
  • Ability to work under pressure.
  • Ability to be flexible and learn quickly.
  • Friendly and approachable
  • Ability to make a positive contribution to both the team and the Company
Other information
  • Competitive salary with annual salary reviews
  • 25 days annual leave plus statutory bank holidays
  • 9% non-contributory pension
  • Annual discretionary bonus scheme
  • Death in Service at 5 x annual salary
  • Training for IOC and other relevant qualifications
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