About the job
JOB PURPOSE:
The Director of Portfolio Management is responsible for the strategic oversight and management of diverse multi-asset portfolios, designed to meet specific client mandates and align with institutional objectives. This role entails the formulation and execution of both Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) to enhance long-term risk-adjusted returns and generate alpha. The Portfolio Manager will collaborate with the Fund Management team, Chief Investment Officer (CIO), and both internal and external research providers to seamlessly integrate macroeconomic perspectives, asset class insights, and market intelligence into the portfolio construction process. This position prioritizes disciplined investment strategies, stringent risk management practices, and consistent performance outcomes while ensuring compliance with governance and regulatory standards.
KEY ACCOUNTABILITIES:
- Develop and manage multi-asset portfolios, leading the formulation of SAA and TAA decisions across multiple asset classes, including equities, fixed income, alternatives, FX, and derivatives.
- Generate alpha through the implementation of tactical strategies within the framework of strategic allocation.
- Conduct extensive macroeconomic and asset class research, utilizing both internal and external resources to inform asset allocation and security selection.
- Collaborate with the CIO, Fund Management, and Research teams to align investment strategies with institutional goals.
- Design and implement comprehensive risk management strategies, incorporating scenario analysis, stress testing, and liquidity risk management.
- Oversee client-specific investment mandates and manage discretionary portfolio management (DPM) accounts.
- Contribute to the development of product strategies, supporting new fund launches and enhancements to existing offerings.
- Ensure full compliance with regulatory, governance, and operational standards.
- Engage in investment committee discussions, providing thought leadership on asset allocation and market outlook.
- Support client relationships by participating in investment presentations, portfolio reviews, and business development initiatives.
- Exhibit expertise in portfolio construction, focusing on risk budgeting, position sizing, and factor balance to enhance portfolio quality.
- Demonstrate proficiency with portfolio management and risk systems such as Aladdin, Charles River, Bloomberg PORT, FactSet, MSCI, or Barra, ensuring immediate effectiveness within the firm's technology framework.
- Incorporate AI-driven and data-centric workflows, including screening models, alternative data, NLP, and analytics to foster innovation in investment processes.
- Experience in integrating quantitative signals with discretionary judgment to improve decision-making consistency and reduce key-person dependency.
- Maintain a clear approach to research-to-portfolio implementation, ensuring the timely execution of top-down and bottom-up investment views to enhance accountability and operational efficiency.
