Position DescriptionApply Now
Reporting To: Head of Equities, Portfolio Managers & Chief Investment Officer About Our Client We are recruiting on behalf of a premier, leading wealth and asset management firm. Known for exceptional client solutions and deep investment expertise, our client offers an environment where high performers thrive, innovate, and grow. Position Overview Are you a passionate investment professional with sharp market insight and a drive to build tailored client portfolios? We are seeking a Bespoke Portfolio Manager to take ownership of bespoke client strategies. In this high-visibility role, you will analyze portfolio companies, help construct custom investment mandates, and provide high-touch service to high-net-worth clients and financial advisors. While the bespoke management aspect forms the heart of this role, you will also serve as a key technical resource, answering complex investment queries across multiple asset classes (equities, fixed income, real return solutions, etc.). Key Responsibilities & Accountabilities
Bespoke Portfolio Management: Monitor existing custom mandates against client objectives and proactively suggest portfolio changes to the Lead Portfolio Manager.
Research & Valuations: Sourcing, analyzing, and valuing prospective portfolio companies to construct high-performing bespoke strategies.
Client Presentations: Present on mandate performance, portfolio positioning, and broader market conditions directly to bespoke clients.
Advisor Support & Transitioning: Address technical queries from advisors on stock specifics, market trends, and asset class dynamics. Experience with transitioning client portfolios from external providers into firm funds will be key.
Qualifications & Requirements
Education: Minimum of an Honours Degree. A postgraduate designation such as CFA or CA is highly advantageous.
Experience: Proven market and investment experience with the ability to "hit the ground running". Strong background in financial analysis, valuations, and bespoke portfolio construction.
Technical Skills: Advanced Excel proficiency is essential; hands-on experience with Bloomberg is highly preferred.
Knowledge Base: Comprehensive understanding of local and global financial markets across various asset classes.
Key Competencies & Personal Attributes
Passionate About Investments: Unwavering passion for the financial markets (crucial).
Analytical & Lateral Thinking: Outstanding research, valuation, and out-of-the-box problem-solving skills.
Communication & Assertiveness: Confident in presenting complex investment concepts to sophisticated clients and advisors.
Resilience: Proactive, methodical, and adept at managing stress effectively within a dynamic, fast-paced environment.
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Note: Only shortlisted candidates are contacted.
