Exciting Opportunity: Portfolio Manager | Claremont

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.

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 con...