Responsibilities: Underwriting of external investments / fund managers, as well as internal fund managers, for investment as part of the portfolio Ongoing monitoring of those invested managers ensuring performance is adequate Update and monitor model portfolios according to risk appetites Responsibility for the data and information (performance, fees, holdings) needed for the monthly and quarterly reporting cycles, including factsheets Conduct research global markets to understand trends and movements in the market Support other team members where required on ad hoc projects including client presentations Requirements: Previous experience in a similar role in an asset manager, wealth manager, or investment consultant, likely a multi-manager or manager research team Strong experience with Microsoft stack CFA qualified as desirable