Bespoke Portfolio Manager
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.