MPS Portfolio Manager

The Role

Reporting into the Chief Investment Officer, the role will be a key member of the team responsible for Assisting the Chief Investment Officer in the running of the Titan Asset Management (TAM) portfolios, helping devise portfolio strategy and reporting to clients and the advisory Portfolio service. 

Responsibilities

• Responsible for managing current portfolio of assets worth £500 million pounds and growing.
• Generation of client reports, Market Updates, Investment Committee packs and Portfolio Reviews etc.
• Production of MPS factsheets and adviser collateral for MPS clients along with presenting to clients’ Investment Committees when necessary.
• Maintain ownership for the fund selection and performance of the Titan Asset Management (TAM) Passive MPS.
• Active Member of Asset Allocation Committee and formulating TAM’s portfolio strategy.
• Supporting the management of the Capital Accumulation, Sustainable and Impact portfolios
• Representing the investment management team in the internal Investment Oversight Committees, the Fund Review & Fund Origination meetings.
• Keeping up to date with events in markets/economies and keep abreast of strategies employed within funds.
• Aiding the Sales and Marketing team with marketing material and events to target new prospects and assist with queries from new prospects.
• Maintaining knowledge of, and abiding by, the appropriate FCA regulations and company procedures, complying with consumer duty.
• Support the broader TAM team with the day-to-day management of the centralised investment proposition with a focus on strategy and products within the alternative asset class.
• Travelling where necessary to work closely with the sales team and maintaining relationships with clients or to attend events such as conferences.
• To carry out any other duties as may reasonably be required.

Requirements

• Minimum IMC qualified.
• Minimum 5 years’ portfolio management experience with focus on MPS
• Demonstrable interest in investment and investment management
• Excellent presentation skills
• Client facing experience
• Outgoing and articulate with sales experience.
• Organised with strong attention to detail
• Competent in Excel
• Working knowledge of research tools such as FE Analytics, Bloomberg & Refinitiv.

Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.

Terms

Competitive salary

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.