Job Description
JOB PURPOSE:
To manage and oversee diversified multi-asset portfolios aligned with client mandates and institutional objectives. The role requires constructing and implementing both strategic asset allocation (SAA) and tactical asset allocation (TAA) decisions to optimize long-term risk-adjusted returns and generate alpha. The Portfolio Manager will work closely with the Fund Management team, CIO, and internal and external research providers to integrate macroeconomic views, asset class insights, and market intelligence into portfolio construction. The role emphasizes disciplined investment processes, rigorous risk management, and consistent performance delivery, while ensuring adherence to governance, regulatory requirements, and client objectives.
KEY ACCOUNTABILITIES:
- Construct multi-asset portfolios and lead in formulating SAA and TAA decisions across equities, fixed income, alternatives, FX, and derivatives.
- Generate alpha by implementing tactical views within strategic allocation frameworks.
- Conduct macroeconomic and asset class research, leveraging internal and external sources to support asset allocation and security selection.
- Collaborate with the CIO, Fund Management, and Research teams to align strategies with institutional objectives.
- Design and implement robust risk management strategies, including scenario analysis, stress testing, and liquidity risk oversight.
- Manage client-specific investment mandates and discretionary portfolio management (DPM) accounts.
- Contribute to product strategy development, supporting new fund launches and enhancements to existing solutions.
- Ensure regulatory, compliance, and governance standards are fully met.
- Participate in investment committees and provide thought leadership in asset allocation and market outlook discussions.
- Support client engagement by contributing to investment presentations, portfolio reviews, and business development initiatives.
- Demonstrated strength in portfolio construction, including risk budgeting, position sizing, and factor balance (to reinforce disciplined process and elevate portfolio quality).
- Proficiency with portfolio management and risk systems such as Aladdin, Charles River, Bloomberg PORT, FactSet, MSCI, or Barra (to ensure immediate effectiveness on the firm's technology stack).
- Ability to incorporate AI-driven and data-driven workflows, including screening models, alternative data, NLP, and analytics (to drive innovation and future-proof investment processes).
- Experience integrating quantitative signals with discretionary judgement (to improve repeatability and reduce key-person dependency).
- Clear approach to research-to-portfolio implementation, ensuring timely execution of top-down and bottom-up views (to strengthen accountability and operational efficiency).
- Mindset and capability to scale processes through automation, playbooks, and codified workflows (to enhance consistency, speed, and platform scalability).
- Strong ability to articulate portfolio decisions, factor exposures, and attribution to internal stakeholders and clients (to support CIO communications and client engagement).
- Optional familiarity with coding tools such as Python, R, or SQL (to broaden analytical capability and support model development).
Qualifications
- Deep knowledge of global financial markets, multi-asset investing, and portfolio construction across major asset classes (equities, fixed income, alternatives, FX, derivatives).
- Demonstrated ability in both strategic asset allocation and tactical implementation to enhance returns and manage risks.
- Strong experience in designing and executing risk management frameworks (stress testing, VaR, scenario analysis, liquidity monitoring).
- Proven track record of managing institutional and discretionary portfolios in line with client objectives.
- Ability to align investment strategies with the firm's CIO outlook, governance frameworks, and client mandates.
- Collaborative mindset with experience working with fund management teams, CIOs, and research providers (internal and external).
- Strong analytical and quantitative skills to support performance attribution, asset class evaluation, and investment decision-making.
- Proficiency in portfolio management systems and risk tools (BlackRock Aladdin).
- Excellent communication skills, with the ability to contribute to investment committee discussions and support client presentations.
