Senior Associate

Job Description

REQUIREMENTS

• 5 to 8 years of experience in asset management, institutional investing, or portfolio management
• Prior experience in portfolio management, co-management, or direct investment decision making is essential
• Demonstrable experience across multi asset portfolios, fund selection platforms, or fund of funds structures
• Familiarity with UCITS, SICAV, or similar regulated fund structures is highly preferred
• Experience working with global custodians, fund administrators, and transfer agents is an advantage
• CFA Level III candidate preferred
• Relevant graduate degree in finance, economics, or a related discipline is an advantage

RESPONSIBILITES

Investment Oversight and Performance Analysis

• Conduct detailed performance analysis and attribution across all funds on the platform shelf
• Assess consistency of returns relative to benchmarks and peers across equity, fixed income, multi asset, and alternative strategies
• Identify performance drivers and sources of risk at the fund and portfolio level
• Monitor ongoing alignment between fund positioning and stated mandates across the feeder fund universe

Portfolio Management and Internal Strategies

• Support portfolio construction and strategic asset allocation decisions across the platform
• Contribute to tactical allocation discussions informed by macroeconomic and market developments
• Evaluate trade offs across asset classes, geographies, and strategies within the multi asset framework
• Manage or co manage internal portfolios and strategies, including shadow portfolios and proprietary funds
• Provide input into positioning for the target risk advisory models underpinning the platform
• Execute rebalancing and allocation changes as directed by the Head of Asset Management

Risk and Style Monitoring

• Monitor volatility, drawdown, and factor exposures across the fund shelf and internal portfolios
• Identify style drift, unintended concentration risk, and deviations from stated mandates
• Assess portfolio balance and risk contribution at the strategy and aggregate level
• Provide forward looking risk insights to support allocation and oversight decisions

Portfolio and Holdings Analysis

• Analyse holdings level data and allocation shifts across funds and internal portfolios
• Evaluate alignment between portfolio positioning and stated investment strategy over time
• Track changes in sector, geographic, and factor exposures across market cycles
• Contribute to due diligence by grounding analysis in security selection and bottom up positioning

Manager Oversight and Engagement

• Engage with third party fund managers as a credible and informed investment counterpart
• Challenge portfolio positioning, strategy consistency, and investment decision making in manager interactions
• Prepare detailed questions and investment insights ahead of manager meetings and due diligence calls
• Assess quality and consistency of manager decision making over time and across market environments

Platform Level Investment Intelligence

• Maintain and develop internal dashboards covering performance, risk, positioning, and cost analysis
• Evaluate share class efficiency, fee structures, and total cost of ownership across the fund shelf
• Support fund selection and comparative analysis across managers for new fund onboarding
• Contribute to the development of investment views, house positioning, and thematic research

Governance, Reporting, and Regulatory Alignment

• Prepare investment committee materials, portfolio reviews, and board level reporting
• Maintain documentation and reporting aligned with SCA regulatory requirements and governance standards
• Support prospectus preparation, cell supplement reviews, and regulatory submissions where applicable
• Ensure all investment activity is documented in line with the governance framework

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