1,751 Investment Portfolios jobs in the United Kingdom
2026 Feasibility & Investment Analysis Placement
Watford, Eastern
Hilton
Posted 5 days ago
Job Viewed
Job Description
We are thrilled to share this fantastic opportunity for a student to join our Europe, Middle East & Africa (EMEA) Feasibility & Investment team on a 12-month placement. This is a very diverse function, where numerous hotel disciplines come into play at the heart of one of the fastest growing global hospitality companies.
From day one, you will be fully integrated into Team Hilton. Our placements offer vast exposure and opportunities, including networking with senior executives, involvement in regional conferences and for some, international travel.
Based in our EMEA headquarters, Watford, you will be part of a cohort of 50 Interns and take part in regular connect meetings and feedback sessions designed to support your development. You will benefit from a subsidised restaurant, a games area and a free in-house gym.
**The Opportunity**
Within the Feasibility & Investment Analysis team, you directly report to the Director Feasibility & Investment Analysis, EMEA. This international team is made of highly motivated professionals coming from varied backgrounds combined with direct access to a great deal of data, knowledge and internal expertise.
The Feasibility department has a variety of missions and projects, covering a wide spectrum of industry leading brands from premium economy to high-end luxury, across the whole of EMEA. This role's core responsibility is to perform a range of support tasks for the feasibility team including desktop research, due diligence, market and financial analysis and preparation of hotel projections and valuations primarily aimed at the Development, Real Estate, Finance, and Executive Management functions.
You will be an integral part of the team and will play an active role in our continued success. Some of the more specific responsibilities you will be taking on are detailed as follows:
+ Conduct market research & support team members on projects.
+ Prepare hotel projections and valuations aimed at the Development, Real Estate, Finance & Executive Management functions.
+ Prepare performance analyses for existing and proposed hotels.
+ Prepare internal/external presentations.
+ Assist with occasional administrative tasks.
**Why choose us?**
Embarking on our year in industry programme is a transformative journey, encompassing a structured framework of learning and development activities. Here's what you can look forward to:
**Learning and Development:** Interns have access to Hilton University to enhance their skills and contribute meaningfully to ongoing projects.
**Networking:** Our interns can connect with professionals across the business, paving the way for valuable relationships.
**Feedback and Growth:** Regular evaluations and feedback sessions will ensure our interns receive guidance and an opportunity to continually improve.
**Cross-Exposure:** Opportunity to gain insight into another function.
**Hilton Perks:** Including our Go Hilton TM Travel Program, which provides you with access to heavily reduced hotel room rates for you, your family & friends.
**Salary & Benefits:** £26,000 Gross PA & private healthcare.
**Location:** EMEA Regional Headquarters, Watford. Our placements are office based with flexibility offered across some teams.
**What are we looking for?**
+ A strong sense of alignment to our culture and values.
+ A current Bachelor's or Master's student studying towards a degree with a required 12-month year in industry placement. Finance, Economics, Mathematics, Business Management or Hospitality is preferred.
+ Availability to start 13th of July 2026, full-time, for a 12-month placement.
+ Eligibility to work in the UK. If you are a non-UK national, without EU Settled or Pre-Settled Status then you will need to be studying at a UK university to be eligible to undertake a placement here.
+ Fluency in English (speaking, reading, and writing).
+ A passion for the hospitality industry and pro-active awareness of hotel/tourism market trends.
+ Familiarity with geographic hotel markets in Europe.
+ Knowledge of key international hotel brands and concepts would be preferred.
+ Ability to work with and build financial spreadsheets in Excel.
+ An additional EMEA language would be beneficial, although not essential.
**What is it like working for Hilton?**
Hilton is one of the world's largest and fastest-growing hospitality companies, with 24 distinct brands and over 8,000 locations. We have recently been ranked by our employees as #1 World's Best Hospitality Workplace awarded by Great Place to Work & Fortune.
We value and celebrate our team members diversities and individualism and foster a culture of belonging across our organisation. Joining Hilton will give you the opportunity to contribute to our rich culture and give back to the community. Our Team Member Resource Groups in the UK focus on Abilities, Generations, Pride, Women's and Ethnic representation. You can find details on our Culture page.
We are an equal opportunity employer and value diversity at our company. We will ensure that qualified individuals with protected disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions of the role. Please contact us to request accommodation.
CORPORATE PLACEMENTS ( Process**
Please apply now, applications close on **Sunday 2nd November 2025.** We receive a high volume of applications, so thank you for your patience while we carefully review each one to give it the attention it deserves.
If your application is successful, you may be invited to complete a one-way video interview and online assessment. These help us get to know you better and assess if the placement could be a great match. Keep an eye on your inbox, and we encourage you to complete each step as soon as you can. Our EMEA Graduate Recruitment Team will be in touch to let you know the outcome.
**Good luck, we are looking forward to meeting you!**
**Job:** _Universities_
**Title:** _2026 Feasibility & Investment Analysis Placement_
**Location:** _null_
**Requisition ID:** _EUR015MV_
**EOE/AA/Disabled/Veterans**
From day one, you will be fully integrated into Team Hilton. Our placements offer vast exposure and opportunities, including networking with senior executives, involvement in regional conferences and for some, international travel.
Based in our EMEA headquarters, Watford, you will be part of a cohort of 50 Interns and take part in regular connect meetings and feedback sessions designed to support your development. You will benefit from a subsidised restaurant, a games area and a free in-house gym.
**The Opportunity**
Within the Feasibility & Investment Analysis team, you directly report to the Director Feasibility & Investment Analysis, EMEA. This international team is made of highly motivated professionals coming from varied backgrounds combined with direct access to a great deal of data, knowledge and internal expertise.
The Feasibility department has a variety of missions and projects, covering a wide spectrum of industry leading brands from premium economy to high-end luxury, across the whole of EMEA. This role's core responsibility is to perform a range of support tasks for the feasibility team including desktop research, due diligence, market and financial analysis and preparation of hotel projections and valuations primarily aimed at the Development, Real Estate, Finance, and Executive Management functions.
You will be an integral part of the team and will play an active role in our continued success. Some of the more specific responsibilities you will be taking on are detailed as follows:
+ Conduct market research & support team members on projects.
+ Prepare hotel projections and valuations aimed at the Development, Real Estate, Finance & Executive Management functions.
+ Prepare performance analyses for existing and proposed hotels.
+ Prepare internal/external presentations.
+ Assist with occasional administrative tasks.
**Why choose us?**
Embarking on our year in industry programme is a transformative journey, encompassing a structured framework of learning and development activities. Here's what you can look forward to:
**Learning and Development:** Interns have access to Hilton University to enhance their skills and contribute meaningfully to ongoing projects.
**Networking:** Our interns can connect with professionals across the business, paving the way for valuable relationships.
**Feedback and Growth:** Regular evaluations and feedback sessions will ensure our interns receive guidance and an opportunity to continually improve.
**Cross-Exposure:** Opportunity to gain insight into another function.
**Hilton Perks:** Including our Go Hilton TM Travel Program, which provides you with access to heavily reduced hotel room rates for you, your family & friends.
**Salary & Benefits:** £26,000 Gross PA & private healthcare.
**Location:** EMEA Regional Headquarters, Watford. Our placements are office based with flexibility offered across some teams.
**What are we looking for?**
+ A strong sense of alignment to our culture and values.
+ A current Bachelor's or Master's student studying towards a degree with a required 12-month year in industry placement. Finance, Economics, Mathematics, Business Management or Hospitality is preferred.
+ Availability to start 13th of July 2026, full-time, for a 12-month placement.
+ Eligibility to work in the UK. If you are a non-UK national, without EU Settled or Pre-Settled Status then you will need to be studying at a UK university to be eligible to undertake a placement here.
+ Fluency in English (speaking, reading, and writing).
+ A passion for the hospitality industry and pro-active awareness of hotel/tourism market trends.
+ Familiarity with geographic hotel markets in Europe.
+ Knowledge of key international hotel brands and concepts would be preferred.
+ Ability to work with and build financial spreadsheets in Excel.
+ An additional EMEA language would be beneficial, although not essential.
**What is it like working for Hilton?**
Hilton is one of the world's largest and fastest-growing hospitality companies, with 24 distinct brands and over 8,000 locations. We have recently been ranked by our employees as #1 World's Best Hospitality Workplace awarded by Great Place to Work & Fortune.
We value and celebrate our team members diversities and individualism and foster a culture of belonging across our organisation. Joining Hilton will give you the opportunity to contribute to our rich culture and give back to the community. Our Team Member Resource Groups in the UK focus on Abilities, Generations, Pride, Women's and Ethnic representation. You can find details on our Culture page.
We are an equal opportunity employer and value diversity at our company. We will ensure that qualified individuals with protected disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions of the role. Please contact us to request accommodation.
CORPORATE PLACEMENTS ( Process**
Please apply now, applications close on **Sunday 2nd November 2025.** We receive a high volume of applications, so thank you for your patience while we carefully review each one to give it the attention it deserves.
If your application is successful, you may be invited to complete a one-way video interview and online assessment. These help us get to know you better and assess if the placement could be a great match. Keep an eye on your inbox, and we encourage you to complete each step as soon as you can. Our EMEA Graduate Recruitment Team will be in touch to let you know the outcome.
**Good luck, we are looking forward to meeting you!**
**Job:** _Universities_
**Title:** _2026 Feasibility & Investment Analysis Placement_
**Location:** _null_
**Requisition ID:** _EUR015MV_
**EOE/AA/Disabled/Veterans**
This advertiser has chosen not to accept applicants from your region.
0
Head of Investment Banking Analysis
BT1 2JA Belfast, Northern Ireland
£90000 Annually
WhatJobs
Posted 15 days ago
Job Viewed
Job Description
A prestigious financial institution is looking for an accomplished and strategic Head of Investment Banking Analysis to lead their team in Belfast, Northern Ireland, UK . This senior role requires a deep understanding of financial markets, corporate finance, and rigorous analytical methodologies. You will be responsible for overseeing the generation of high-quality financial analysis, market intelligence, and strategic insights that support the firm's investment banking activities, including M&A advisory, capital raising, and strategic consulting. The ideal candidate will possess exceptional leadership qualities, a proven track record in financial analysis and deal execution support, and the ability to manage and mentor a team of analysts and associates. Key responsibilities include: directing and supervising the production of financial models, valuation analyses, market research reports, and pitch books, ensuring the accuracy, integrity, and timeliness of all analytical output, developing and implementing best practices in financial modeling and analysis, managing workload allocation and resource deployment within the team, providing analytical support for live transactions and client engagements, liaising with senior bankers and clients to understand their analytical needs, identifying emerging market trends and opportunities, fostering a culture of continuous improvement and professional development within the team. Essential qualifications are a Bachelor's or Master's degree in Finance, Economics, or a related quantitative field, extensive experience (10+ years) in investment banking, corporate finance, or financial advisory, a strong command of financial modeling, valuation techniques (DCF, comparables, precedent transactions), and accounting principles, demonstrated leadership and team management experience, excellent analytical, quantitative, and problem-solving skills, exceptional written and verbal communication abilities, with the capacity to present complex financial information effectively. CFA designation is a significant advantage. This role offers a challenging and rewarding career opportunity within a leading financial services organization.
This advertiser has chosen not to accept applicants from your region.
1
Head of Investment Banking Analysis
B1 1TT Birmingham, West Midlands
£90000 Annually
WhatJobs
Posted 19 days ago
Job Viewed
Job Description
A leading international bank is seeking an accomplished Head of Investment Banking Analysis to join its dynamic team. This pivotal role offers a hybrid working model, allowing for a blend of in-office collaboration at our prestigious Birmingham, West Midlands, UK location and remote flexibility. You will be responsible for overseeing and leading the analytical efforts supporting the investment banking division, including financial modelling, valuation, market research, and due diligence. The ideal candidate will possess a strong academic background, ideally with an MBA or CFA, and a minimum of 7-10 years of experience in investment banking, corporate finance, or a related analytical field. Proven experience in managing and mentoring a team of highly skilled analysts is essential. You should demonstrate exceptional proficiency in financial modelling, valuation methodologies (DCF, precedent transactions, comparable company analysis), and data analysis. A deep understanding of capital markets, M&A processes, and various financial instruments is required. Excellent communication and presentation skills are critical, as you will be presenting complex financial information and strategic recommendations to senior management, clients, and other stakeholders. The ability to work effectively under pressure, manage multiple competing priorities, and deliver high-quality results within tight deadlines is paramount. We are looking for a strategic thinker with a keen eye for detail, strong leadership qualities, and a proven ability to drive analytical excellence. This is an outstanding opportunity to play a key role in a globally recognized financial institution, contributing to significant transactions and strategic decision-making. You will have the opportunity to shape the analytical framework for key business initiatives and foster a culture of rigorous analysis and insightful judgment. Join us in driving financial innovation and delivering exceptional value to our clients.
This advertiser has chosen not to accept applicants from your region.
2
Investment Portfolio Manager
B3 2XL Birmingham, West Midlands
£85000 Annually
WhatJobs
Posted 13 days ago
Job Viewed
Job Description
Our client, a distinguished wealth management firm, is seeking a highly accomplished Investment Portfolio Manager to join our dynamic team in Birmingham, West Midlands, UK . This role is essential for managing and growing client investment portfolios, delivering exceptional financial advisory services, and ensuring alignment with clients' financial goals and risk tolerance. The ideal candidate will possess a deep understanding of financial markets, investment strategies, asset allocation, and risk management, coupled with a strong client-centric approach. You will be responsible for conducting market research, identifying investment opportunities, and making informed recommendations to clients, all while adhering to regulatory requirements and ethical standards.
Responsibilities:
Responsibilities:
- Develop and implement tailored investment strategies for individual and institutional clients.
- Construct and manage diverse investment portfolios across various asset classes (equities, fixed income, alternatives).
- Conduct thorough market research, economic analysis, and due diligence on investment opportunities.
- Monitor portfolio performance, rebalance as necessary, and provide regular reports to clients and management.
- Engage with clients to understand their financial objectives, risk profiles, and investment preferences.
- Provide expert financial advice and guidance to clients, building and maintaining strong relationships.
- Ensure compliance with all relevant financial regulations and internal policies.
- Collaborate with internal teams (e.g., research, compliance, trading) to optimize investment strategies and client service.
- Stay informed about market trends, economic developments, and regulatory changes affecting investment management.
- University degree in Finance, Economics, Business Administration, or a related field.
- Relevant professional certifications such as CFA (Chartered Financial Analyst), CAIA, or equivalent.
- Minimum 7 years of experience in investment management, portfolio management, or financial advisory.
- Proven track record of successful portfolio management and client relationship building.
- In-depth knowledge of financial markets, investment products, and portfolio construction techniques.
- Strong analytical, quantitative, and problem-solving skills.
- Excellent communication, presentation, and interpersonal skills.
- Familiarity with financial planning software and portfolio management systems.
- Understanding of regulatory frameworks governing the financial services industry.
This advertiser has chosen not to accept applicants from your region.
3
Investment Portfolio Manager
ST1 1AA Staffordshire, West Midlands
£90000 Annually
WhatJobs
Posted 17 days ago
Job Viewed
Job Description
A prestigious investment management firm based in **Stoke-on-Trent, Staffordshire, UK**, is seeking an experienced and results-oriented Investment Portfolio Manager to oversee and grow a portfolio of high-net-worth client assets. This role is instrumental in developing and executing tailored investment strategies that meet clients' financial objectives, risk tolerance, and time horizons. The ideal candidate will possess a deep understanding of financial markets, a proven track record in portfolio construction and management, and exceptional client relationship skills.
As an Investment Portfolio Manager, you will be responsible for conducting thorough market research, analyzing economic trends, and identifying investment opportunities across various asset classes, including equities, fixed income, alternatives, and derivatives. You will construct and manage diversified portfolios, actively monitoring their performance and making necessary adjustments to optimize returns and mitigate risks. Building and maintaining strong, long-term relationships with clients will be a core focus, requiring excellent communication and interpersonal skills to effectively articulate investment strategies, performance reports, and market outlooks. You will also collaborate closely with research analysts, traders, and other investment professionals within the firm.
Key responsibilities include:
Essential qualifications include a Bachelor's degree in Finance, Economics, or a related field; a Master's degree and/or CFA charter is highly desirable. A minimum of 7 years of experience in investment management, portfolio analysis, or a similar client-facing financial role is required. Proven experience in managing diverse portfolios and a strong understanding of various investment products and strategies are essential. Excellent analytical, quantitative, and problem-solving skills are crucial. Exceptional communication, presentation, and interpersonal skills are paramount for client interaction. A deep understanding of financial markets and economic principles is necessary. The ability to work effectively both independently and as part of a collaborative team is required.
As an Investment Portfolio Manager, you will be responsible for conducting thorough market research, analyzing economic trends, and identifying investment opportunities across various asset classes, including equities, fixed income, alternatives, and derivatives. You will construct and manage diversified portfolios, actively monitoring their performance and making necessary adjustments to optimize returns and mitigate risks. Building and maintaining strong, long-term relationships with clients will be a core focus, requiring excellent communication and interpersonal skills to effectively articulate investment strategies, performance reports, and market outlooks. You will also collaborate closely with research analysts, traders, and other investment professionals within the firm.
Key responsibilities include:
- Developing and implementing comprehensive investment strategies aligned with client objectives and risk profiles.
- Constructing and managing diversified investment portfolios across multiple asset classes.
- Conducting in-depth fundamental and quantitative analysis of securities and market trends.
- Actively monitoring portfolio performance, risk exposures, and economic indicators.
- Making strategic buy/sell decisions to optimize portfolio returns and manage risk.
- Providing regular, clear, and concise performance reporting and investment commentary to clients.
- Building and nurturing strong, trusting relationships with a portfolio of high-net-worth clients.
- Understanding clients' financial needs, goals, and risk tolerance through detailed consultations.
- Collaborating with internal teams, including research, trading, and compliance, to ensure best practices.
- Staying abreast of regulatory changes and market developments impacting investment management.
- Adhering to all firm policies, ethical standards, and regulatory requirements.
- Contributing to the firm's overall investment strategy and thought leadership.
Essential qualifications include a Bachelor's degree in Finance, Economics, or a related field; a Master's degree and/or CFA charter is highly desirable. A minimum of 7 years of experience in investment management, portfolio analysis, or a similar client-facing financial role is required. Proven experience in managing diverse portfolios and a strong understanding of various investment products and strategies are essential. Excellent analytical, quantitative, and problem-solving skills are crucial. Exceptional communication, presentation, and interpersonal skills are paramount for client interaction. A deep understanding of financial markets and economic principles is necessary. The ability to work effectively both independently and as part of a collaborative team is required.
This advertiser has chosen not to accept applicants from your region.
4
Investment Portfolio Manager
CF10 1EG Cardiff, Wales
£80000 Annually
WhatJobs
Posted 19 days ago
Job Viewed
Job Description
Our client, a prestigious investment management firm, is seeking a highly experienced and results-driven Investment Portfolio Manager to join their esteemed team. This role is based in **Cardiff, Wales, UK**, with a hybrid working model that balances in-office collaboration with remote flexibility. You will be responsible for managing a diverse portfolio of investment assets, aiming to achieve optimal returns for our clients while mitigating risk. This position demands a deep understanding of financial markets, sophisticated analytical skills, and a proven track record of successful portfolio management. You will work closely with clients to understand their financial goals and risk tolerance, developing tailored investment strategies to meet their unique needs. The role involves continuous market research, in-depth security analysis, and strategic asset allocation. Key responsibilities include:
- Developing and implementing investment strategies aligned with client objectives and risk profiles.
- Conducting thorough research and analysis of financial markets, economic trends, and individual securities.
- Constructing and managing investment portfolios across various asset classes.
- Monitoring portfolio performance, identifying deviations from objectives, and implementing necessary adjustments.
- Building and maintaining strong relationships with clients, providing regular performance updates and strategic advice.
- Collaborating with research analysts and traders to execute investment decisions.
- Ensuring compliance with all regulatory requirements and internal policies.
- Generating comprehensive reports on portfolio performance and market outlook.
- Identifying new investment opportunities and staying ahead of market developments.
- Contributing to the firm's overall investment strategy and thought leadership.
This advertiser has chosen not to accept applicants from your region.
5
Senior Investment Portfolio Manager
SO14 2AQ Southampton, South East
£80000 Annually
WhatJobs
Posted 1 day ago
Job Viewed
Job Description
Our client, a prestigious financial institution, is looking for a highly accomplished and strategic Senior Investment Portfolio Manager to join their dynamic asset management division. This is a fully remote role, allowing you to manage portfolios and contribute to investment strategies from anywhere in the UK. You will be responsible for developing, implementing, and overseeing investment strategies for a diverse range of client portfolios, aiming to achieve optimal risk-adjusted returns.
Key Responsibilities:
Key Responsibilities:
- Develop, articulate, and execute investment strategies tailored to the specific objectives and risk tolerance of individual client portfolios, encompassing equities, fixed income, alternatives, and multi-asset classes.
- Conduct in-depth quantitative and qualitative research on markets, economies, industries, and individual securities to identify investment opportunities and risks.
- Monitor portfolio performance, conduct regular attribution analysis, and rebalance portfolios as necessary to align with strategic objectives and market conditions.
- Engage with clients to understand their financial goals, communicate portfolio performance, and provide expert investment advice.
- Collaborate with research analysts, traders, and other investment professionals to share insights and refine investment decisions.
- Ensure all investment activities comply with regulatory requirements, internal policies, and client mandates.
- Develop and maintain robust financial models and analytical tools to support investment decision-making.
- Manage risk exposure within portfolios through diversification, hedging strategies, and rigorous stress testing.
- Prepare comprehensive investment reports, market commentaries, and client presentations.
- Stay abreast of global economic trends, geopolitical events, and market developments that may impact investment strategies.
- Mentor junior members of the investment team, sharing expertise and fostering a culture of analytical rigor.
- A minimum of 10 years of experience in investment management, portfolio management, or a closely related field, with a proven track record of managing significant assets.
- Strong understanding of financial markets, investment instruments (equities, fixed income, derivatives, alternatives), and portfolio construction techniques.
- Excellent quantitative and analytical skills, with proficiency in financial modelling and data analysis tools.
- Holder of CFA (Chartered Financial Analyst) designation or equivalent, or actively pursuing it.
- Exceptional communication, presentation, and interpersonal skills, with the ability to effectively articulate complex investment concepts to clients and stakeholders.
- Demonstrated ability to manage risk effectively and make sound investment decisions under varying market conditions.
- Proficiency in using portfolio management software and market data platforms (e.g., Bloomberg, FactSet).
- Ability to work independently and collaboratively in a remote-first environment.
- A Master's degree in Finance, Economics, or a related quantitative field is highly desirable.
This advertiser has chosen not to accept applicants from your region.
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6
Senior Investment Portfolio Manager
SR5 2TT Sunderland, North East
£90000 Annually
WhatJobs
Posted 2 days ago
Job Viewed
Job Description
Our client, a reputable financial institution, is seeking a highly accomplished Senior Investment Portfolio Manager to lead their investment strategies. This role, based in Sunderland, Tyne and Wear, UK , requires a seasoned professional with a deep understanding of financial markets, asset allocation, and risk management. You will be responsible for managing and growing a portfolio of assets, making strategic investment decisions, and providing expert advice to clients. The ideal candidate possesses a strong analytical acumen, a proven track record of investment success, and exceptional client relationship management skills. This position offers the opportunity to make a significant impact on client wealth and the firm's performance.
Key Responsibilities:
Key Responsibilities:
- Develop and implement investment strategies tailored to client objectives and risk profiles.
- Conduct in-depth market research and analysis to identify investment opportunities across various asset classes.
- Manage and monitor investment portfolios, ensuring alignment with strategic goals and risk tolerances.
- Perform asset allocation, security selection, and portfolio rebalancing.
- Analyze financial statements, economic indicators, and market trends to inform investment decisions.
- Build and maintain strong relationships with clients, providing regular performance updates and financial advice.
- Ensure compliance with all regulatory requirements and internal policies.
- Collaborate with research analysts, traders, and other members of the investment team.
- Contribute to the development of new investment products and services.
- Mentor junior portfolio managers and analysts.
- Master's degree in Finance, Economics, Business Administration, or a related field.
- CFA (Chartered Financial Analyst) designation or equivalent professional qualification is essential.
- Minimum of 8 years of experience in investment management or portfolio management.
- Proven track record of achieving strong investment returns while managing risk.
- In-depth knowledge of various asset classes, including equities, fixed income, and alternatives.
- Strong analytical, quantitative, and problem-solving skills.
- Excellent communication, presentation, and client relationship management skills.
- Proficiency in financial modelling and portfolio management software.
- Understanding of regulatory frameworks within the financial services industry.
- Ability to work effectively in a collaborative team environment.
This advertiser has chosen not to accept applicants from your region.
7
Senior Investment Portfolio Manager
L3 1DW Liverpool, North West
£90000 Annually
WhatJobs
Posted 8 days ago
Job Viewed
Job Description
Our client, a highly respected and innovative asset management firm, is looking for a seasoned Senior Investment Portfolio Manager to join their distinguished team. This role is predominantly remote, offering the flexibility to manage client portfolios and conduct market analysis from anywhere within the UK. You will be responsible for developing and implementing sophisticated investment strategies across a range of asset classes, aiming to achieve superior risk-adjusted returns for high-net-worth clients and institutional investors. This involves conducting in-depth fundamental and quantitative research, identifying investment opportunities, and making strategic asset allocation decisions. The successful candidate will possess a deep understanding of global financial markets, macroeconomic trends, and various investment vehicles, including equities, fixed income, alternatives, and derivatives. You will actively manage portfolio risk, monitor market developments, and adjust strategies as necessary to meet client objectives and performance benchmarks. The ability to communicate complex investment concepts clearly and persuasively to clients, both in writing and verbally, is crucial. You will also collaborate with research analysts, traders, and compliance officers to ensure the integrity and effectiveness of investment processes. This role demands exceptional analytical skills, a strong ethical compass, and a proven track record of success in portfolio management. You will be expected to stay abreast of regulatory changes and industry best practices. This is an exceptional opportunity for an experienced professional to take on significant responsibility within a dynamic and supportive remote working environment, contributing to the firm's continued success and growth. The role requires a high degree of autonomy, self-discipline, and a commitment to excellence in investment decision-making.
Responsibilities:
Responsibilities:
- Develop and execute sophisticated investment strategies for diverse portfolios.
- Conduct comprehensive financial market research and analysis.
- Identify and evaluate investment opportunities across various asset classes.
- Manage portfolio risk, ensuring alignment with client objectives and risk tolerance.
- Monitor market trends, economic indicators, and geopolitical events.
- Make strategic asset allocation and security selection decisions.
- Communicate investment performance, strategies, and market outlook to clients.
- Collaborate with internal teams, including research, trading, and compliance.
- Ensure all investment activities comply with regulatory requirements and internal policies.
- Contribute to the firm's investment strategy discussions and thought leadership.
- Master's degree in Finance, Economics, or a related quantitative field; CFA charterholder strongly preferred.
- Significant experience (7+ years) in investment portfolio management, preferably with institutional or high-net-worth clients.
- Proven track record of delivering strong risk-adjusted returns.
- In-depth knowledge of global financial markets, investment vehicles, and risk management techniques.
- Exceptional analytical, quantitative, and problem-solving skills.
- Excellent communication, presentation, and interpersonal abilities.
- Proficiency in financial modelling and investment analysis software.
- Strong understanding of regulatory frameworks governing asset management.
- High level of integrity and ethical conduct.
- Ability to work independently and manage responsibilities effectively in a remote setting.
This advertiser has chosen not to accept applicants from your region.
8
Senior Investment Portfolio Manager
B3 2 Birmingham, West Midlands
£80000 Annually
WhatJobs
Posted 9 days ago
Job Viewed
Job Description
Our client, a prestigious asset management firm, is seeking a highly experienced Senior Investment Portfolio Manager to join their established team in **Birmingham, West Midlands, UK**. This role is critical for the strategic oversight and performance of high-net-worth investment portfolios.
The successful candidate will be responsible for developing and implementing investment strategies, conducting in-depth market research, and managing client relationships to ensure optimal portfolio growth and risk management. You will work closely with financial advisors and investment committees to align portfolio performance with client objectives.
Key Responsibilities:
The successful candidate will be responsible for developing and implementing investment strategies, conducting in-depth market research, and managing client relationships to ensure optimal portfolio growth and risk management. You will work closely with financial advisors and investment committees to align portfolio performance with client objectives.
Key Responsibilities:
- Develop, implement, and monitor investment strategies for a diverse range of portfolios, including equities, fixed income, and alternative investments.
- Conduct thorough fundamental and macroeconomic research to identify investment opportunities and risks.
- Construct and manage diversified portfolios, ensuring alignment with client risk tolerance, return objectives, and ethical considerations.
- Perform ongoing performance analysis and reporting for portfolios, presenting findings to clients and internal stakeholders.
- Engage in proactive client communication, building and maintaining strong, trusted relationships.
- Collaborate with the research and trading teams to execute trades efficiently and effectively.
- Stay abreast of market trends, regulatory changes, and economic developments impacting investment strategies.
- Ensure compliance with all relevant regulations and firm policies.
- Contribute to the development of new investment products and strategies.
- Mentor junior members of the investment team and share expertise.
- Participate actively in investment committee meetings and contribute to strategic decision-making.
- CFA charterholder or equivalent advanced degree in Finance, Economics, or a related field.
- Minimum of 7 years of progressive experience in portfolio management or investment analysis.
- Proven track record of successfully managing investment portfolios and delivering strong risk-adjusted returns.
- In-depth knowledge of financial markets, investment instruments, and portfolio theory.
- Strong analytical, quantitative, and valuation skills.
- Excellent understanding of economic principles and their impact on financial markets.
- Exceptional communication, presentation, and interpersonal skills, with the ability to articulate complex investment concepts clearly.
- Proficiency in financial modeling software and portfolio management systems.
- High ethical standards and a commitment to client best interests.
- Ability to work effectively under pressure and manage multiple priorities in a dynamic environment.
- Familiarity with ESG (Environmental, Social, and Governance) investing principles is a plus.
This advertiser has chosen not to accept applicants from your region.
9