Description
We are seeking a Portfolio Manager to join our Private Banking and Wealth Management (PBWM) Multi Asset team. You will play a pivotal role in strengthening our Multi Asset Class (MAC) platform, deepening advisory enablement, enhancing client engagement, and contributing to thought leadership through fund-of-funds discretionary and non-discretionary portfolio management.
Your primary objective will be to generate returns, manage risk, and ensure the portfolio's financial stability and long-term success. You will be responsible for:
- Allocating and monitoring securities within a portfolio, aligned to the bank's risk tolerance and framework, and changing market conditions
- Conducting research and analysis on various securities to identify profitable investment opportunities
- Communicating the bank's investment philosophy, decision-making, and investment selection to clients and stakeholders
- Monitoring performance against benchmarks and objectives, and creating reports for senior colleagues and internal stakeholders
- Implementing risk management strategies to identify, assess, and mitigate potential financial risks
- Conducting simulations to assess the portfolio's resilience to different market scenarios and economic downturns
- Monitoring economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio
- Researching emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns
As a Portfolio Manager, you will be expected to:
- Deliver top-down and bottom-up equity insights covering market strategy, sector positioning, and fund research
- Build and maintain financial models, valuation frameworks, and scenario analyses
- Track earnings, guidance, macroeconomic and sector developments, and convert them into timely, actionable investment insights
- Partner with bankers, investment specialists, and product teams to support multi-asset client discussions
- Conduct client portfolio reviews and provide structured and compliant responses to client queries
- Produce high-quality manager research notes, thematic research, and investment ideas tailored for PBWM clients
The ideal candidate will have:
- Experience in research and/or fund management, including familiarity with portfolio/fund management systems
- Strong experience in fundamental equity research, with prior coverage of one or more key equity sectors on the buy-side or sell-side
- Demonstrated experience in strategy formulation, financial modelling, and valuation
- Strong understanding of earnings, catalysts, scenarios, and risk assessment
- Ability to translate investment research into clear, actionable, and client-relevant insights
- Experience in thematic research, investment idea generation, and high-quality internal and client communication
- Strong understanding of risk assessment, suitability, and governance requirements
- Portfolio Management NISM Series XXI-B certification
We offer a competitive salary and benefits package, including opportunities for growth and development in a dynamic and fast-paced environment.