Portfolio Manager – Equities

About the role

The Portfolio Manager – Equities is responsible for managing the equity portfolio to achieve risk‑adjusted returns in line with the Investment Policy Statement (IPS), regulatory requirements, and Asset‑Liability Management (ALM) objectives. The role covers portfolio construction, security selection, trade execution, monitoring, reporting and ongoing optimisation across approved asset classes.

Key responsibilities

• Develop and implement portfolio strategies aligned with the IPS, ALM position, liquidity needs and capital constraints.
• Construct, rebalance and optimise portfolios across approved asset classes, managing duration, credit exposure, sector allocation and currency where applicable.
• Perform fundamental and quantitative analysis, conduct due diligence on issuers, funds, brokers and counterparties, and prepare investment notes for senior committees.
• Execute trades in accordance with mandates, best‑execution principles and delegated authorities while maintaining relationships with market counterparties.
• Monitor portfolio risks (market, credit, liquidity, concentration, duration, counterparty) and ensure compliance with internal policies and regulatory guidelines (e.g., IRA, CMA).
• Track performance versus benchmarks, attribute returns and produce periodic investment reports for management, the Investment Committee and the Board.
• Collaborate with Actuarial, Risk, Finance and Business Units to align investment strategy with product guarantees, reserving assumptions and liquidity requirements.

Required profile

Required skills