Octavius Finance
Senior Investment Specialist / Client Portfolio Manager – Long/Short Equities
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Senior Investment Specialist / Client Portfolio Manager – Long/Short Equities
Octavius Finance is exclusively partnering with a London-based alternative investment fund that is entering an exciting expansion phase following a significant recent allocation of capital and a material increase in assets under management.
As the firm continues to scale its long/short equities platform, it is looking to appoint an experienced Senior Investment Specialist / Client Portfolio Manager to work closely with senior Portfolio Managers and represent the investment strategy to institutional investors globally.
This is a highly visible role positioned at the intersection of investment, investor relations and business development. The successful candidate will become a key partner to the equities investment team, helping communicate the firm's long/short investment philosophy, portfolio positioning, alpha generation process and market views to sophisticated institutional audiences.
The role will suit an individual with a strong understanding of fundamental equity investing, long/short strategies and hedge fund portfolio construction, who can confidently engage with investors on performance attribution, investment themes, risk positioning and the rationale behind portfolio decisions.
Working closely with Portfolio Managers, the successful candidate will help articulate the firm's differentiated investment approach, support capital raising initiatives and strengthen relationships with institutional allocators as the platform continues to grow.
Key Responsibilities
- Act as a senior representative of the firm's long/short equity platform to existing and prospective institutional investors.
- Partner closely with Portfolio Managers to communicate investment philosophy, portfolio construction, positioning, risk management and market outlooks.
- Develop a deep understanding of the firm's fundamental research process, stock selection framework and long/short equity strategy.
- Translate complex investment ideas, thematic views and portfolio decisions into compelling messaging for institutional audiences.
- Discuss portfolio performance, attribution, positioning and investment outcomes with investors and consultants.
- Produce high-quality investor materials including strategy updates, investor presentations, market commentary and thought leadership content.
- Support fundraising activities, investor due diligence, consultant relationships and capital introduction initiatives.
- Participate in investor meetings, conferences, roadshows and industry events.
- Provide informed perspectives on equity markets, sector trends, investment themes and macro developments impacting the portfolio.
- Work closely with Portfolio Managers, investment teams and distribution functions to ensure consistent communication of the firm's investment strategy.
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Requirements
- 7-10+ years of experience within long/short equity hedge funds, alternative investment management, asset management or equity-focused investment roles.
- Strong understanding of fundamental equity investing, stock selection, alpha generation and portfolio construction.
- Experience working alongside or closely with Long/Short Equity Portfolio Managers and investment teams.
- Ability to discuss investment decisions, portfolio positioning, performance drivers and market opportunities with credibility.
- Experience engaging with institutional investors including pension funds, endowments, foundations, sovereign wealth funds, consultants and family offices.
- Strong understanding of hedge fund strategies, particularly long/short equity investing and differentiated investment processes.
- Excellent written and verbal communication skills, with the ability to simplify complex investment concepts.
- Experience producing investor-facing materials, investment commentary and strategic content.
- Strong commercial awareness with the ability to build trusted relationships across the institutional investment community.
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Relevant Backgrounds May Include:
- Client Portfolio Manager – Long/Short Equities
- Investment Specialist – Equities / Hedge Funds
- Product Specialist – Long/Short Equity
- Product Strategist – Alternative Investments
- Equity Portfolio Specialist
- Equity Research Analyst (with investor-facing experience)
- Investor Relations Professional within a Hedge Fund
- Capital Raising Professional with strong investment expertise
- Former Fundamental Equity Analyst transitioning into an investor-facing role
This represents an opportunity to join a growing long/short equity investment platform at a pivotal stage of its development. Backed by fresh capital and increasing assets under management, the successful candidate will work directly alongside senior investors and play a critical role in communicating the firm's investment edge, portfolio strategy and market views to the global institutional investment community.
To apply, please send a copy of your Word CV to fundmanagement@octaviusfinance.com
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