Phoenix Group

Lead Investment Manager, Portfolio Implementation

Phoenix Group

full-time

Posted on:

Location Type: Hybrid

Location: London • United Kingdom

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Salary

💰 £80,000 per year

Job Level

Senior

About the role

  • ensuring that trading activity for shareholder and policyholder assets occurs within applicable targets, limits, constraints and governance
  • contributes to the development and maintenance of an effective, efficient and robust control framework to manage trading activity mitigating the risk of operational errors
  • interact very closely and coordinate trade activities with a range of stakeholders involved in the portfolio management and implementation process
  • develop trade proposals and implementation plans considering operational requirements/limitations and the overall portfolio context
  • develop runbooks for trade execution with clear timelines, roles and responsibilities for involved stakeholders
  • ensure appropriate checklists are implemented and maintained, capturing relevant governance, ensure investment guideline compliance and any other applicable considerations
  • manage approval and instruction of transactions via the appropriate governance forums and individuals with delegated authority
  • review and authorise internal Aladdin order activity
  • together with Asset Management Middle Office validate trades are correctly executed and captured in data and systems
  • maintain and manage databases and monitoring reports for Strategic Asset Allocation and Investment Benchmark processes
  • support the regular review of investment guidelines and policies to ensure they are up to date and reflect applicable practice and standards
  • manage and maintain investment mandate documents, ensuring parameters are aligned with targets, limits and requirements for underlying portfolios
  • provide interpretation guidance to mandate monitoring in codifying investment guidelines and mandate parameters in compliance monitoring systems
  • collaborate with internal and external stakeholders regarding portfolio hierarchy, accounts and investment mandates
  • act as point of contact for Relationship Management and Internal / External Managers in case of mandate/guideline compliance breaches
  • coordinate any resolution of breaches by involving the appropriate AM stakeholders
  • contribute to the implementation of an efficient framework for screening eligibility of assets in line with the requirements set out in MA applications
  • provide ad-hoc analysis of asset positions held
  • provide ad-hoc support for collateral management
  • proficiency using Aladdin for portfolio construction / order authorisation
  • develop effective relationships and collaborate across a wide range of stakeholders

Requirements

  • Practical Investment Experience at an insurance company, bank or asset management.
  • proven experience and depth of knowledge in Aladdin portfolio construction
  • Knowledge and experience of fixed income asset classes – good understanding of the main features and differences in the main asset classes / investment products
  • good understanding of the main steps in the end-to-end process, from trade structuring to execution and the internal and external stakeholders in the process
  • experience with investment governance processes and awareness of applicable laws, regulations
  • Bachelor’s degree in Finance, Economics, Business, Mathematics or similar
  • CFA or similar investment management related qualification is an advantage
Benefits
  • pro-rated bonus
  • excellent pension scheme
  • private medical insurance
  • electric vehicle scheme
  • 38 days holiday incl. Bank Holidays (pro-rated)
  • 12x salary life assurance
  • career breaks
  • income protection
  • 3x volunteering days
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
portfolio managementtrade executioninvestment guideline compliancedata validationcollateral managementfixed income asset classestrade structuringrisk managementoperational error mitigationad-hoc analysis
Soft Skills
stakeholder coordinationrelationship managementcollaborationcommunicationproblem resolutionorganizational skillsanalytical skillsattention to detailinterpersonal skillsguidance provision
Certifications
CFABachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in BusinessBachelor's degree in Mathematics