Job Description

Introduction

Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Portfolio Manager is accountable for constructing and managing discretionary portfolios that meet client objectives and deliver sustainable performance outcomes. The role requires a balance of technical investment expertise, proactive risk management, and strong client engagement skills.

Requirements

Qualifications & Experience

CFA, or equivalent professional qualification preferred.
Experience in portfolio management within a discretionary or investment management environment.
Comprehensive understanding of financial markets, investment strategies, and regulatory requirements.
Exposure to, or ability to analyse, hedge funds considered an advantage.

Duties & Responsibilities

Client Relationship Management & Engagement

Act as the primary point of contact for allocated clients, fostering trusted, long-term relationships.
Regularly engagements with clients which include comprehensive quarterly portfolio feedback meetings and engagement on ad hoc analysis and projects
Provide technical advice and expertise regarding portfolio construction in support of sales or marketing initiatives.
Represent the business in broader industry events, forums and publications

Portfolio Construction & Performance Delivery

Construct and manage investment portfolios in line with client mandates, expected outcomes, and risk parameters.
Monitor, review, and where appropriate, resolve potential risk drivers within portfolios.
Make informed recommendations to enhance investment mandates and adapt portfolios in response to market conditions.
Manage the relationship with appointed asset managers for specific portfolios.
Ensure investment decisions are implemented in accordance with the investment committee principles.
Focus on main investment themes and risks with material impact of investment decisions (performance, risk, income) in a highly complex environment

Collaboration & Contribution

Foster effective working relationships across internal teams, including broader portfolio solutions team, research team, and support and platform teams.
Provide feedback on market, client, and product trends to inform investment strategy and business development.

Competencies

Relationship Management & Client Engagement

Exceptional interpersonal skills, able to build and maintain credibility and trust with clients and stakeholders.
Confident communicator and presenter, able to simplify complex investment concepts.

Performance Delivery & Technical Expertise

Experience in portfolio construction, and investment risk management.
* Ability to provide technical insights to support client engagement, marketing, and business development.