Client Portfolio Manager (LDI)

Insight

Client Portfolio Manager (LDI)

Salary Not Specified

Insight, City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted today, 18 Sep | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

job Ref: 4fb355a710c54ce3959550666556e4e4

Full Job Description

Insight Investment are currently looking for a Client Portfolio Manager (LDI) to join the Pooled Solutions team to help service our current clients to a very high standard as well as helping to continue to grow the business.The team work closely with four LDI Portfolio Managers and increasingly our Fixed Income Portfolio Managers as solutions become more credit focused.

Client Management

  • Understand Insight products and strategies and how these can be tailored to clients

  • Assist client directors on a daily basis to respond to technical queries including all client modelling

  • Lead discussions with clients and consultants in terms of their current or evolving strategies

  • Attend meetings to represent the LDI investment team


  • Business Development

  • Represent Insight pooled fund products and strategies in consultant research meetings

  • Lead the solution design for new business proposals including taking a primary role in any pitch


  • Strategic Initiatives

  • Work closely with investment teams, sales, operations, legal, compliance and product development on fund initiatives

  • New fund design and launch

  • Improve current funds structures / accessibility for our evolving client base

    Qualified actuary or CFA / equivalent

  • Detailed understanding of UK DB pensions

  • Excellent communicator with developed presentation skills able to effectively present and partner with clients, prospects, and consultants

  • Good attention to detail

  • Excellent team player with the ability to think independently

  • Good excel skills


  • We are looking for someone who will enjoy a variety of work within a closely knit team of dedicated individuals who is able to think independently to help challenge and develop what we do. We look forward to hearing from you and welcoming the right applicant into our team.

    Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .

    About Insight Investment

    Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency, and absolute return capabilities.