London, England, United Kingdom
Assistant Portfolio Manager at Cazenove Capital specialising in implementing multi-asset investment strategies across centrally managed and bespoke portfolios for ultra-high-net-worth (UHNW) clients. Currently pursuing the Chartered Alternative Investment Analyst (CAIA) designation, complementing an IMC qualification and a first-class honours degree in Economics. I work closely with the CIO and investment analysts to execute trades, manage rebalancing, and oversee FX execution.
• Execute trades across equities, fixed income, and alternatives — including hedge funds, private equity, commodities, and structured products, in line with client mandates and investment recommendations. • Oversee bespoke multi-asset portfolios delegated by Portfolio Managers, ensuring CGT optimisation and alignment with individual risk profiles • Manage FX execution and currency exposure across client portfolios, supporting efficient implementation of cross-border investment decisions. • Optimise portfolio management by utilising CGT allowances, ISA subscriptions, and accommodating client-specific liquidity needs and tax considerations. • Actively engaged with Schroders' Private Assets Committee, contributing to research and discussion on private assets and investment vehicles. • Participate in external fund manager meetings and internal investment discussions across Schroders, exchanging insights on market trends and ongoing projects. • Support Portfolio Managers with large-scale bookbuilds, model portfolio changes, and administrative oversight including client transaction verification and deal monitoring.
• Provided guidance on investment products and services to assist clients in making informed financial decisions. • Served as a primary point of contact for clients, intermediaries, solicitors, trustees, and accountants.
• Managed all aspects of official insolvency procedures for Private Equity clients, including administration and liquidation processes. • Engaged in accelerated M&A processes, liaising with interested parties on the sale of businesses and assets. • Assisted with company valuations to support and facilitate acquisition transactions