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 .
Date of Specification: May 2026 .
Bespoke Mandate Management: Monitor existing invested bespoke mandates against their stated objectives, suggest asset adjustments to the lead portfolio man...