* 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
Responsibilities
* 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.
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