Portfolio Management Professional
2 days ago
Job Description
The Assistant Portfolio Manager plays a vital role within Mercer Wealth Management Investment Solutions (WMIS), supporting the management of multi-asset portfolios.
This position involves collaborating closely with the WMIS team, Sector Specialists, and external Portfolio Managers to ensure optimal portfolio performance and alignment with client needs.
- Support the WMIS Portfolio Managers in daily management tasks, including total portfolio performance and risk analytics.
- Assist in portfolio construction decisions across asset classes and implement these decisions effectively.
- Prepare and present monthly reports at client investment committee meetings, ensuring clear communication of portfolio performance.
- Conduct ad hoc analysis and prepare communications for clients, addressing their queries and requests related to the portfolios.
- Lead and participate in investment manager meetings for due diligence and asset sector reviews on existing and potential solutions.
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