Portfolio Manager

4w4 weeks ago

LegalAndGeneral

London, GB · Full-time · £90,000 – £150,000

About this role

As a Portfolio Manager in the Buy and Maintain team within Legal & General's Asset Management division, you'll manage a broad range of investment-grade credit portfolios. You'll support all aspects of the client lifecycle, including onboarding, portfolio design, trade modelling and client servicing. This delivers exceptional client outcomes across bespoke and pooled portfolios.

You'll design and manage Buy and Maintain portfolios within a team-based framework to meet client objectives and constraints. Monitor portfolio performance and rating activity, collaborating with credit analysts to recommend and implement trades. Manage derivative overlays along with liquidity and collateral requirements to maintain risk parameters.

Work closely with implementation teams, client teams and the Global Trading Team for smooth onboarding. Represent the team in client and consultant meetings, supporting marketing materials and reporting. Collaborate across Asset Management teams to deliver robust client outcomes and improve processes, systems and instruments.

Legal & General is one of Europe’s largest asset managers and a major global investor across public and private markets. The business drives Group strategy, synergistically benefiting clients, customers and shareholders. Focus on long-term value creation incorporates financially material sustainability criteria for positive change.

Requirements

Strong academic or professional qualifications with experience gained in credit-focused roles
CFA qualification preferred, indicating commitment to professional and ethical standards
Experience working across fixed-income markets, including the use of related derivatives
Knowledge of ESG considerations and the regulatory environment for pension and insurance assets
Ability to analyse macroeconomic trends, industry conditions and company-specific factors

Responsibilities

Designing and managing bespoke and pooled Buy and Maintain portfolios within a team-based framework to meet client objectives and constraints
Contributing to the optimisation of client portfolios to support strong performance and client satisfaction
Working with implementation teams, client teams and the Global Trading Team to support smooth and efficient client onboarding
Monitoring and analysing portfolio performance and rating activity and collaborating with credit analysts to recommend and implement trades
Managing derivative overlays along with associated liquidity and collateral requirements to maintain portfolios within risk parameters
Representing the team in client and consultant meetings and supporting the preparation and review of marketing materials and reporting
Collaborating across Asset Management teams to help deliver robust client outcomes and contribute to improvements in processes, systems and instruments
Ensuring all portfolio management activity aligns with procedures and Treating Customers Fairly policies