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