Team Lead, Institutional Asset Management

Key Responsibilities

Portfolio & Investment Management

• Oversee the design implementation and monitoring of investment strategies for institutional clients ensuring alignment with client objectives and risk profiles.
• Conduct regular portfolio reviews performance analysis and rebalancing as required to optimise returns and manage risk.
• Collaborate with research product and risk teams to incorporate market insights and best practices into portfolio construction.
• Ensure rigorous adherence to investment mandates guidelines and regulatory requirements.

Client Relationship Management

• Serve as the primary point of contact for institutional clients building and maintaining long-term trusted relationships.
• Lead the development and delivery of customised investment proposals presentations and reporting materials for clients.
• Proactively address client queries concerns and feedback ensuring timely and effective resolution.
• Organise and lead regular client meetings portfolio reviews and educational sessions to enhance engagement and satisfaction.

Business Development & Growth

• Identify pursue and secure new institutional mandates and opportunities for asset growth.
• Develop and execute strategies to deepen existing client relationships and cross-sell relevant products and services.
• Represent the firm at industry events conferences and networking opportunities to enhance visibility and credibility in the institutional space.
• Collaborate with the sales and marketing teams to develop targeted campaigns and thought leadership content for institutional audiences.

Team Leadership & Development

• Lead mentor and develop a team of portfolio managers analysts and support staff fostering a culture of excellence and collaboration.
• Set clear objectives and performance expectations for team members providing regular feedback and coaching.
• Encourage ongoing professional development and knowledge sharing within the team.
• Promote diversity inclusion and ethical conduct in all team activities.

Performance Monitoring & Reporting

• Establish and monitor key performance indicators (KPIs) for client portfolios and team activities.
• Ensure the timely and accurate preparation of performance reports investment commentary and regulatory disclosures.
• Analyse investment performance attribution and risk metrics to identify areas for improvement and innovation.
• Present portfolio and business performance updates to senior management and relevant committees.

Risk Management & Compliance

• Ensure all activities comply with relevant regulatory requirements industry standards and internal policies.
• Identify assess and mitigate risks associated with portfolio management client mandates and market developments.
• Work closely with compliance legal and risk teams to address regulatory changes and ensure best practice.
• Foster a culture of compliance transparency and responsible investing within the team.

Qualifications :

Qualifications & Experience

• Bachelors degree in Finance Economics Business or a related field (Masters/CFA/CAIA preferred).
• Minimum of 7 years experience in institutional asset management portfolio management or related investment roles.
• Proven track record in managing institutional portfolios and delivering superior investment outcomes.
• Strong understanding of investment products asset allocation and risk management frameworks.
• Excellent communication presentation and stakeholder management skills.
• Experience leading and developing high-performing teams.

Key Competencies

• Investment & Analytical Acumen
• Leadership & Team Management
• Client Relationship Management
• Business Development & Growth Mindset
• Results Orientation & Accountability
• Risk Awareness & Compliance

Remote Work :

No

Employment Type :

Full-time