Head, Investment and Portfolio Management at Maurice Xandra Solutions

Job Summary

A reputable asset management organization seeks an experienced leader to serve as Head of Investment and Portfolio Management. This role will lead the investment management function, overseeing both Investment Research and Portfolio Management teams.

The successful candidate will be responsible for formulating and implementing investment strategies, managing and growing portfolios, and ensuring the quality and effectiveness of the investment research process. The ideal candidate will possess extensive experience in portfolio management, a strong understanding of market research, and a proven ability to lead teams to deliver outstanding investment performance.

Key Responsibilities

• Develop and implement investment strategies that align with the firm's objectives and client needs, ensuring diversification and risk management
• Oversee portfolio management processes, including asset allocation, investment selection, and performance monitoring, ensuring that investment portfolios are optimized for growth and risk-adjusted returns
• Lead portfolio managers in managing and rebalancing portfolios, ensuring adherence to investment guidelines and mandates
• Analyze portfolio performance and ensure alignment with client expectations, benchmarks, and market conditions
• Oversee the development of tactical and strategic asset allocation models for the firm's portfolios
• Lead and manage the Investment Research team in conducting deep research and analysis across asset classes, including equities, fixed income, alternative investments, and other securities
• Ensure that research is robust, data-driven, and supports investment decisions, portfolio adjustments, and strategy formulation
• Stay abreast of macroeconomic trends, market movements, and regulatory changes that impact investment decisions
• Provide actionable market insights and recommendations based on research, ensuring alignment with the firm's investment strategies and risk profiles