FAQs
What is the primary role of a Portfolio Manager at IQ-EQ?
The primary role of a Portfolio Manager at IQ-EQ involves managing a multi-asset class range of funds, including UCITS (Fund of funds, ETFs, long-only equity) and AIFs (Private Equity, Life Settlements, Private Debt), as well as handling daily investor subscriptions and redemptions, and ensuring compliance with regulatory requirements.
What qualifications are preferred for this position?
A degree or master's level in a business-related discipline is preferred, with a focus on Quantitative Finance, Structured Finance, CFA, or an actuarial background. Additionally, a minimum of 3 years of experience in the Funds/Investment Management industry is required.
Is technical expertise important for the role?
Yes, a high degree of technical expertise is essential, along with the ability to work independently and think creatively. Knowledge of VBA and SQL is preferred.
What are the key responsibilities of a Portfolio Manager at IQ-EQ?
Key responsibilities include managing various funds, daily management of investor subscriptions and redemptions, addressing investment operational issues, ensuring robust risk management processes, reviewing reports and recommendations from investment advisors, and ensuring compliance with regulatory requirements.
What skills are essential for success in this role?
Essential skills include strong process improvement focus, understanding of the funds industry and risk management, excellent communication abilities regarding investment philosophies, attention to detail, analytical problem-solving skills, and commitment to providing excellent client service.
What does IQ-EQ offer in terms of career development?
IQ-EQ offers an inclusive and diverse environment to support career aspirations, with a strong emphasis on continuous learning and holistic professional and personal development. There are also opportunities across service lines and the international network of offices.
How does the company approach risk management for its funds?
The company ensures that robust risk management processes are in place for each fund, and that the investment process meets the criteria set out under UCITS and AIFMD regimes.
What is the expected work environment for a Portfolio Manager at IQ-EQ?
The work environment is dynamic and fast-paced, where the Portfolio Manager is expected to perform under pressure and meet tight deadlines while ensuring that all work is documented according to prescribed standards.
How often will a Portfolio Manager need to communicate with Partners and Fund Managers?
A Portfolio Manager will frequently address operational issues with Partner Fund Managers and collaborate with investment advisors, requiring regular communication.
What type of funds will the Portfolio Manager manage?
The Portfolio Manager will manage a range of funds including UCITS funds such as Fund of funds, ETFs, long-only equity, and AIFs like Private Equity, Life Settlements, and Private Debt.
Is experience in process improvement important for this role?
Yes, having a strong process improvement focus is important as the Portfolio Manager is expected to contribute to developing systems that generate efficiencies in daily processes.