Portfolio Manager – Multi-Asset (M/F)

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Initial Due Diligence and set-up phase

  • Work in coordination with the Risk Management and Client Relationship Management teams for the on-boarding of new mandates;
  • Perform initial and on-going Due Diligence over the investment managers/investment advisors and underlying portfolio to be potentially transferred;
  • Review or draft fund documentation and perform due diligence of any existing portfolio to be retained within the new/existing fund structure.

On-going Management of the Fund

  • Collaborate closely with investment managers/investment advisors and other external parties for the day-to-day management of Investment structures for which BMI is appointed Portfolio Manager (regular physical meeting, ad-hoc Investment Committees, conference calls, etc.);
  • Assess investment proposals and monitor existing portfolio of assets (Listed Assets and Alternative Investments, i.e. Equity, Fixed Income, Private Equity, Real Estate, Private Debt and Infrastructure) by considering their potential impact;
  • Assist and supervise external advisors during the full investment process (from acquisition to exit, reviewing and independently analyzing the Investment Advisor recommendations);
  • Active participation to both BMI and Fund Investment Committees to support investment/ divestment transactions;
  • Run periodic analyses on listed assets funds (absolute and relative performance, style, risk/reward analysis, asset and stock allocation contribution, return and correlation analysis, etc.);


  • Build, develop and maintain a periodic reporting on delegated activities based on ad-hoc and recurring needs;
  • Run monthly and quarterly reporting of performance figures and key risk and performance indicators for clients and internal governance (Executive Committee, Investment Committee and Board of Directors).
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