Investment Contribute to team investment process and contribute to team management of assets Lead meetings with management of companies Attend all regular team meetings to discuss and present investment ideas Provide updates on company meetings and results at team meetings Represent the company in client meetings
Leadership/People Management Mentor and train junior team members
Marketing/Business Development Present the investment process to prospective clients Work closely with distribution team to win new mandates
Portfolio Administration Maintain model portfolios Plan and execute trades and ensure all trades are in line with requirements of client mandates.
Portfolio Construction/Management Assist in monitoring portfolio/portfolio activities in the course of portfolio management work Assist in portfolio construction e.g. planning and setting up trades Participate in generating trade ideas for funds managed on desk Assist in monitoring portfolios / portfolio activities in the course of portfolio management work To be able to rebalance portfolios around corporate actions and index management changes (particularly around index reviews)
Research Undertake security and sector analysis and complete stock notes Keep up-to-date on sector, country and market developments and trends Country trips and produce investment trip reports Perform analysis of company results and provide results commentaries of portfolio holdings
Risk Management Maintain up-to-date knowledge of compliance and dealing procedures Comply with all regulatory, legal, corporate and client mandates
Training and Development Build and maintain knowledge of the company’s investment process, products and allocated market/sector responsibilities Build and maintain knowledge of the company’s systems, including Charles River and Bloomberg Participate and attend Continual Professional Development opportunities in order to maintain knowledge and skills