Team Lead, Institutional Asset Management
Core
Oversee design, implementation, and monitoring of investment strategies for institutional clients, ensuring alignment with objectives and risk profiles.
Role type
Senior Team Lead, Institutional Asset Management
Builds
Customised investment proposals, presentations, and reporting materials for institutional clients
Domain
Institutional Asset Management (Equities, Fixed Income, Real Estate, Alternatives)
Deliverable
client delivery
Required skills
Portfolio construction, performance analysis, risk management, regulatory compliance, team leadership, business development, stakeholder management
Preferred skills
Master's degree, CFA/CAIA designation, experience leading high-performing teams
Technologies
N/A
Responsibilities
Oversee investment strategy design and implementation; conduct portfolio reviews and rebalancing; lead client meetings and educational sessions; identify and secure new institutional mandates; mentor portfolio managers and analysts; monitor KPIs and prepare performance reports; ensure regulatory compliance and risk mitigation
Seniority
Senior, hands-on IC with team leadership