Overview
Fantastic opportunity for a finance professional to support the Portfolio management strategy in Carne Group - the premier provider of Fund-Management solutions to asset managers across the world.
We are seeking a highly motivated individual to join our team as Senior Portfolio Manager to perform investment controlling assessments, and analysis of portfolio holdings, including valuation reviews.
In this role, you will need to have a strong understanding of portfolio management principles, as well as the ability to analyse complex financial data and communicate findings to stakeholders.
Additionally, you should be highly organized, manage a team of portfolio managers and being able to manage multiple projects simultaneously, while also being able to work collaboratively with other team members.
Minimum requirements
6-8 years of Portfolio Management experience, working with either a management company or a Financial Services company
Previous experience managing a team
Extensive knowledge in alternative assets
Excellent PC skills including Word, Excel and Access (VBA skills would be considered as an advantage)
Master's degree in finance, economics, or a related field desirable
Strong in Microsoft Excel and other financial software applications
Finance qualification such as CFA, CAIA and/or FRM an advantage
Fluent English (written and spoken) required.
Any other language would be considered as an asset.
Role and responsibilities
Execution of portfolio management duties with regard to alternative investments, especially, but not limited to, Private Equity, Private Debt, Real Estate and Infrastructure
Managing and coordinating operations linked to private assets products and mandates
Coordinating with external service providers (administrators, custodians, legal, tax)
Optimising and automating processes
Analyse key performance indicators (KPIs) related to investment portfolios for continuous improvement.
Support the AIFM ´s Investment Committee
Working with external advisors, reviewing investment proposals, considering various strategies and restrictions.
Ensure to comply with the investment strategies
Supporting the onboarding process of new clients by reviewing related Fund documentation and advise on tailor made solutions
Preparation of reports to the Board of Directors of the AIF ´s
Maintenance and upgrade of the investment- and ongoing monitoring processes by working independently on projects related to new requirements;
Close collaboration with other teams within the Management Company.
Ability to implement new regulations into the investment process
Manage a team of young professionals and be their point of escalation.
Competencies
Teamwork (Team player): Develops relationships within and across teams, working collaboratively to resolve potential challenges quickly.
Effective Communication: Communicates effectively, engaging with others in a warm and professional manner
Planning and Organising: Organises and plans work effectively, ensuring delivery to quality and timescales in the short and longer term
Analytical (Attention to detail): Analyses and understands relevant and complex information and data to draw appropriate insights.
Strategic Focus (Problem-Solving): Thinks strategically, thrives on innovation, considers the wider picture to identify new approaches to enhance business impact
Adaptability: Adapts approach and responds effectively to different situations, people and new opportunities
Drive and Motivation: Highly motivated and driven, able to focus on what needs to be achieved and enthuses others to do this.
Client-centric focus: Motivated by customer-facing environments, understanding their needs, and providing a good service.
Who is Carne Group?
Carne Group has established itself in the funds industry with $2tn in AUM supported by 600+ staff and four regulated management companies.
Together with a large team of industry specialists, Carne serves more than 650+ traditional and alternative asset management clients from key fund jurisdictions and financial hubs including Ireland, Luxembourg, Zurich, Lisbon, London, New York, Cayman and Channel Islands.
Excellence and innovation are central to Carne's work and we are committed to attracting and retaining the best talent to deliver an unrivalled service to our clients.
Whilst working with Carne, you will be provided with opportunities to develop your skills and experience by working in a dynamic, innovative, and multicultural environment where exciting careers are built.
We love hearing from anyone who is enthusiastic about changing the asset management industry.
Not sure if you meet all the requirements?
Let us decide!
Research shows that members of other under-represented groups tend not apply to jobs when they think they may not meet every qualification, when in fact, they do!
At Carne we are committed to creating a diverse and inclusive environment and strongly encourage you to apply.
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