Experienced Portfolio Management Consultant Driving Governance and Practice Excellence
Richardson Wealth Ltd
Job Description
Transform portfolio management as an accomplished Portfolio Management Consultant. This role focuses on governance, training, and improving client interactions in a supportive, hybrid work environment.
Reporting to the Lead Portfolio Management Consultant, you will oversee practice management for Portfolio Managers and Associate Portfolio Managers. Your responsibilities encompass conducting formal reviews, enhancing governance frameworks, and supporting onboarding initiatives. A solid understanding of investment markets coupled with a client-service mindset are crucial for success.
Key Responsibilities:
• Conduct formal reviews of portfolios and managers
• Develop and implement training programs for new hires
• Monitor compliance with investment policies
• Evaluate asset allocation mixes and assumptions
• Review and update policies for APM and PM oversight
Requirements:
• At least 10 years of experience in the financial field
• CFA/CAIA/CIM or MBA is prefe...
Reporting to the Lead Portfolio Management Consultant, you will oversee practice management for Portfolio Managers and Associate Portfolio Managers. Your responsibilities encompass conducting formal reviews, enhancing governance frameworks, and supporting onboarding initiatives. A solid understanding of investment markets coupled with a client-service mindset are crucial for success.
Key Responsibilities:
• Conduct formal reviews of portfolios and managers
• Develop and implement training programs for new hires
• Monitor compliance with investment policies
• Evaluate asset allocation mixes and assumptions
• Review and update policies for APM and PM oversight
Requirements:
• At least 10 years of experience in the financial field
• CFA/CAIA/CIM or MBA is prefe...