Portfolio Manager at Alpine Investors

London, England, United Kingdom

Alpine Investors Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Investment Management, FinanceIndustries

Requirements

  • Regulatory threshold competent and approved
  • Degree, or able to demonstrate a suitable depth of intellectual rigour and maturity
  • IMC or equivalent; or recognized historical knowledge, experience and/or qualification and CFA or equivalent qualification
  • Able to read and understand a balance sheet and value a company
  • Able to meet senior executives of potential investment target companies (specifically within equities, but useful across disciplines)
  • Excellent understanding (where relevant) of derivative products and their uses in fund strategy and risk management
  • Comprehensive knowledge of the markets in general along with an expert knowledge of the specific asset class
  • Track record in fund management
  • Based in London (contractual location)

Responsibilities

  • Operate within the Investment Management Agreement (IMA) to implement investment decisions across a defined asset class, ensuring strong performance and delivering the right outcomes for clients
  • Act as a key representative in cross-asset forums, championing the desk’s perspective
  • Serve as a figurehead for the sub-asset class both internally and externally
  • Manage a diverse range of funds, from straightforward to complex mandates
  • Build relationships with retail, institutional, consultant, affiliate, and flagship clients
  • Play an active role in marketing initiatives
  • Contribute to knowledge sharing across the business
  • Identify opportunities for continuous improvement to drive efficiencies and synergies
  • Supervise or line-manage junior colleagues, fostering development within the team

Skills

Key technologies and capabilities for this role

Fund ManagementAsset Class ExpertiseIMCCFABalance Sheet AnalysisCompany ValuationEquitiesDerivativesRisk ManagementRegulatory Compliance

Questions & Answers

Common questions about this position

What benefits are offered for this Portfolio Manager role?

Benefits include a generous pension scheme with Aviva contributing up to 14%, eligibility for annual performance bonus, family friendly parental and carer’s leave, generous holiday entitlement plus bank holidays with option to buy/sell up to 5 days, up to 40% discount on Aviva products, Aviva-funded Private Medical Benefit, flexible benefits including electric cars, Aviva Matching Share Plan, Save As You Earn scheme, and 21 volunteering hours per year.

Is this Portfolio Manager position remote or office-based?

This position is based in London and will be the contractual location of the successful candidate; other locations cannot be considered.

What qualifications and skills are required for the Portfolio Manager role?

Requirements include being regulatory threshold competent and approved, a degree or equivalent intellectual rigour, IMC or equivalent plus CFA or equivalent qualification, ability to read and understand a balance sheet, value a company, meet senior executives (especially in equities), and excellent understanding of derivative products for fund strategy and risk management.

What is the salary for the Portfolio Manager position?

This information is not specified in the job description.

What experience makes a strong candidate for this Portfolio Manager role?

A strong candidate has comprehensive knowledge of markets, expert knowledge of a specific asset class, a track record in fund management, and experience managing diverse funds while building client relationships and potentially supervising junior colleagues.

Alpine Investors

Investment firm specializing in software and services

About Alpine Investors

Alpine Investors specializes in investing in software and services businesses, focusing on executing powerful transitions and scaling through change with a PeopleFirst operating philosophy. The main technologies/methods used in their product include software and services for executing transitions and scaling through change.

San Francisco, CaliforniaHeadquarters
2001Year Founded
$205.5MTotal Funding
VENTURE_UNKNOWNCompany Stage
Consulting, Enterprise Software, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Flexible Work Hours

Risks

Increased competition in medical software could challenge Alpine's similar investments.
Potential talent drain as key personnel leave Alpine for other firms.
Rapid expansion of Orion Group may lead to operational challenges and integration risks.

Differentiation

Alpine's PeopleFirst strategy includes a unique CEO-in-Residence program for leadership transitions.
Alpine Investors is a Certified B Corp, emphasizing environmental, social, and governance criteria.
Alpine specializes in middle-market software and services, leveraging digital transformation trends.

Upsides

Increasing demand for digital transformation boosts Alpine's software and services investments.
CEO-in-Residence programs are gaining traction, aligning with Alpine's PeopleFirst strategy.
Alpine's focus on ESG criteria enhances its reputation and attracts responsible investors.

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