Team Lead, Institutional Asset Management

Our client is a leading asset management and securities firm, known for delivering innovative investment solutions across equities, fixed income, real estate, and alternative assets. With a strong reputation for excellence and a client-focused approach, they are seeking talented professionals to join their team and contribute to creating long-term value and superior outcomes in the dynamic world of asset management and securities.

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 & Experience

• Bachelor’s degree in Finance, Economics, Business, or a related field (Master’s/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