Portfolio Manager
Charles Stanley & Co. Birmingham, United Kingdom
Job Description
Job Purpose:
To provide portfolio management services to investment managers (IMs) and clients, in line with the Company's business objectives.
Key Areas of Responsibility:
* Assist IMs with portfolio management for a broad array of discretionary and advisory clients - individuals, families, trusts, corporate and charities - subject to the specific needs of each client.
* Assist with the construction, implementation and maintenance of investment models ensuring that client portfolios are aligned and managed against them, taking input from the central Research team.
* Conduct regular reviews of client portfolios for the ongoing suitability of investments.
* Assist IMs in ensuring all client communications are actioned promptly and efficiently.
* Deal for clients in stocks, shares, collectives and structured products on an execution-only basis or as instructed.
* Create schemes of investments for new clients and produce investment proposals.
* Monitor outliers and ensure that each outlier is dealt with or marked with an explanation.
* Play an active role in the development of investment strategies in coordination with other portfolio managers across the Company.
* Put together rationales for transactions / trades on client accounts.
* Keep abreast of market developments and act as a conduit to provide IMs with key information in order to enable investment portfolios to be managed in such a way as to ensure best client outcomes.
* Provide regular commentary on economic, market, company and fund updates to team members, both verbally and in writing.
* Assist IMs in maintaining due diligence documentation for any investment solutions not on the central preferred list
* Assist with quarterly reporting to clients.
* Ensure clients' ISA and Capital Gains Tax allowances are utilised.
* Assist support staff with administration where necessary.
* Represent Charles Stanley at events, presentations, meetings etc. as required.
* Work with IMs and internal business development specialists to develop professional connections and new business opportunities.
* Personal compliance with all regulatory issues and promotion of a compliance culture throughout the office.
Qualifications & Experience:
* Fully RDR compliant with minimum CISI Level 6 qualification, or equivalent.
* Experience in portfolio management for private clients including investment research, balanced portfolio management, asset allocation and alternative investment strategies.
Knowledge & Skills:
* Strong working knowledge of financial services organisations with a particular focus on relevant regulatory and compliance requirements.
* Knowledge of investment processes and techniques with the ability to quickly become conversant with the Company's products and services.
* Comply with the Company's Training and Competence Scheme.
* Comply with the Company's Investment Management Practice Manual.
* General financial planning awareness.
* High level and broad market awareness.
* Knowledge of the FCA Conduct of Business Rules and Money Laundering Regulations 1993.
* Full understanding of TCF.
* Operate a methodical and organised approach to work.
* Excellent interpersonal and communication skills.
* Articulate and diplomatic at all times.
* Possess strong negotiation skills, resilience and be able to challenge and contribute effectively.
* Operate with a business-focused approach.
* Strong attention to detail particularly when providing written information.
* Resilient and calm under pressure.
* Ability to juggle priorities, multi-task and execute work at speed.
* Ability to present complex market and company information to clients and colleagues.
* Dedicated to the "client first" principles of the firm, possessing uncompromising personal integrity.
* Ability to use appropriate IT including MS Office, as well as financial data and news systems.
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