Liability-Driven Portfolio Manager (ALM & BPA)

M&G Plc; City of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A financial services firm in London seeks a Portfolio Manager to oversee and manage non-profit and annuity portfolios. The role requires expertise in Bulk Purchase Annuities (BPA) and experience in an SMCR regulated environment. Responsibilities include investment strategy oversight and daily management of portfolios. The ideal candidate will possess strong analytical skills and the ability to work collaboratively within a team. Competitive benefits including a substantial pension scheme and generous annual leave are offered.

Benefits

18% pension scheme

38 days annual leave

Health & Protection cover

Qualifications

• Demonstrable experience supporting new business activities in financial services.
• Understanding of investment markets, insurance, and asset management.
• Experience in a Portfolio Management role within an SMCR regulated context.

Responsibilities

• Support Head of LDPM in overseeing investment strategies.
• Manage annuity and non-profit portfolios daily.
• Monitor and approve trades within the hedging programme.

Skills

Knowledge of Bulk Purchase Annuities (BPA)

Attention to detail

Analytical skills

Strong communication skills

Client focused

Education

Actuary or CFA Charterholder

Job description

A financial services firm in London seeks a Portfolio Manager to oversee and manage non-profit and annuity portfolios. The role requires expertise in Bulk Purchase Annuities (BPA) and experience in an SMCR regulated environment. Responsibilities include investment strategy oversight and daily management of portfolios. The ideal candidate will possess strong analytical skills and the ability to work collaboratively within a team. Competitive benefits including a substantial pension scheme and generous annual leave are offered.