Junior Portfolio Manager

Purpose of the role

To generate returns, manage risk, and ensure the portfolio's financial stability and long-term success. 

Accountabilities

• Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness.
• Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance.
• Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors.
• Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders.
• Implementation of risk management strategies to identify, assess, and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk.
• Conducting of simulations to assess the portfolio's resilience to different market scenarios and economic downturns, identification of potential vulnerabilities and informing on risk mitigation strategies, and communicate key findings to senior executives and board members.
• Monitoring of economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly.
• Research of emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns.
• Stakeholder management of investment banks, market makers, and other external partners as needed for portfolio transactions and information gathering.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Junior Portfolio Manager | Discretionary Portfolio Management | Barclays | Geneva.

We are seeking a motivated and detail-oriented Junior Portfolio Manager to support the Portfolio Management team in the day-to-day management of client portfolios. This is a hands-on role, ideal for someone looking to quickly grow their responsibilities within a dynamic and fast-paced investment environment. The successful candidate will work closely with experienced Portfolio Managers, gaining exposure to investment decision-making processes and contributing to the ongoing development of the investment platform.

The successful candidate will generate competitive, risk-adjusted returns while actively managing portfolio risk exposures, maintaining financial stability, and supporting the long-term strategic objectives of the portfolio. This includes aligning investment decisions with client goals, proactively identifying opportunities and threats, and ensuring that capital is allocated efficiently to maximize value over time.

Key Responsibilities:

• Portfolio Management:
  • Manage a suite of smaller-sized client portfolios.
  • Conduct routine monitoring and performance tracking of assigned portfolios.
  • Support trade execution processes and ensure alignment with client mandates.
  • Support Front Office in pitching DPM and performance reporting
     
• Investment Committee Preparation:
  • Assist in preparing materials, data analysis, and recommendations for investment committee meetings.
  • Contribute research and insight to support investment ideas and portfolio changes.
     
• Cash Management Backup:
  • Act as a backup for the team's cash management responsibilities.
  • Perform monthly DPM control tasks
  • Support in forecasting and reconciling daily cash positions.
  • Support in day-to-day intra systems reconciliations.
     
• Operational Coordination:
  • Liaise with internal stakeholders (Operations, Compliance ,IT, Risk, etc.) to ensure accurate and compliant portfolio activity.
  • Help maintain accurate client records and reporting tools.

Candidate Profile:

• Strong analytical and numerical skills, with high attention to detail.
• Proactive attitude and willingness to take on increasing responsibilities as the book of business grows.
• Excellent communication skills, both written and verbal.
• Highly organised and capable of handling multiple tasks in a deadline-driven environment.
• Familiarity with investment products and financial markets.
• Proficiency in Excel required and Bloomberg a plus.
• Proficiency in VBA

Essential Criteria:

• Candidate possesses or is making progress toward obtaining CFA.
• Fluency in English (spoken and written) is essential.
• Great presentational skills.

Desirable Criteria:

• 2-5 years of relevant experience in asset management, investment banking, or financial services.
• University degree in Finance, Economics, STEM  (science, technology, engineering, mathematics).
• A candidate that can also speak French is a plus.

This role is based in Geneva

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.