Bespoke Portfolio Manager

SUMMARY:
Bespoke Portfolio Manager

POSITION INFO:
Job Overview: Bespoke Portfolio Manager Overview & Purpose The primary focus of this role is to service bespoke clients . This involves full-lifecycle portfolio management, including stock analysis, strategic construction, and ongoing maintenance of investment mandates . A secondary, yet important, component of the role involves addressing multi-asset class queries from the advising team . Reporting Relationship: Head of Equities, Portfolio Managers, and the Chief Investment Officer . Date of Specification: May 2026 . Key Responsibilities & Accountabilities Bespoke Mandate Management: Monitor existing invested bespoke mandates against their stated objectives, suggest asset adjustments to the lead portfolio manager, and source\/value new companies to integrate into these portfolios . Client Relations & Presentation: Directly present portfolio positioning and performance metrics to bespoke clients while providing insights into current local and global market conditions . Advisor Queries & Servicing: Collaborative response management for inbound advisor queries spanning multiple asset teams (including fixed income, equity, and real return solutions) . Over time, the candidate is expected to handle these independently . Portfolio Transitions: Facilitate the transition of individual stock portfolios from external providers into the firm''s internal funds . Candidate Requirements 1. Education & Experience Minimum Qualification: At least an Honours degree . Advantageous Credentials: Postgraduate designations such as a CFA or CA . Experience Level: Must have proven market and investment experience with an immediate ability to analyze portfolio companies, construct bespoke strategies, and navigate asset class dynamics (\"hit the ground running\") . 2. Technical & Tools Competency Excel: Advanced\/Strong skills are strictly required . Bloomberg Terminal: Foundational knowledge or familiarity is highly helpful for data extraction and system-based tasks . 3. Core Competencies & Knowledge Market Acumen: Deep understanding of financial markets across both global and local spectrums . Technical Skillset: Strong background in investment valuations and research capabilities . Cognitive Skills: Analytical ability, strong reasoning, and an aptitude for lateral (\"out of the box\") thinking . 4. Personal Attributes Interpersonal: Assertive, highly proactive, with excellent communication skills . Work Ethic: Methodical, hardworking, and exhibiting a clear willingness to learn, grow, and adapt . Stress Management: Ability to thrive under difficult, high-pressure market environments and manage a broad investment universe calmly .