1,375 Investment Portfolios jobs in the United Kingdom

2026 Feasibility & Investment Analysis Placement

Watford, Eastern Hilton

Posted 7 days ago

Job Viewed

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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 roleu2019s 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 performanceu202fanalyses 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:** u00a326,000 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 Bacheloru2019s or Masteru2019s 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, Womenu2019s 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 (
**Selection Process**

Please apply now, applications close onu202f **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.

2026 Feasibility & Investment Analysis Placement

Watford, Eastern Hilton

Posted 7 days ago

Job Viewed

Tap Again To Close

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 roleu2019s 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 performanceu202fanalyses 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:** u00a326,000 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 Bacheloru2019s or Masteru2019s 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, Womenu2019s 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 (
**Selection Process**

Please apply now, applications close onu202f **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.

2026 Feasibility & Investment Analysis Placement

Watford, Eastern Hilton

Posted 13 days ago

Job Viewed

Tap Again To Close

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**
This advertiser has chosen not to accept applicants from your region.

Head of Property Investment Analysis

NE1 3NB Newcastle upon Tyne, North East £85000 Annually WhatJobs

Posted 20 days ago

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Job Description

full-time
Our client is seeking a highly strategic and analytical Head of Property Investment Analysis to lead their investment appraisal and due diligence processes for real estate ventures in the Newcastle upon Tyne, Tyne and Wear, UK region and beyond. This pivotal role demands a deep understanding of property markets, financial modeling, and investment risk assessment. The successful candidate will be responsible for evaluating potential property acquisitions, developments, and asset management strategies, providing critical insights and recommendations to the executive team. You will lead a team of analysts, ensuring rigorous analysis and accurate forecasting to drive profitable investment decisions. This position requires exceptional leadership, advanced analytical capabilities, and a comprehensive knowledge of the real estate sector.

Key Responsibilities:
  • Lead the financial analysis and investment appraisal of potential real estate acquisitions, developments, and disposals.
  • Develop and maintain sophisticated financial models to forecast property performance, including cash flow, IRR, NPV, and ROI.
  • Conduct thorough market research and due diligence on properties, locations, and market trends.
  • Assess and quantify investment risks, developing mitigation strategies.
  • Provide detailed reports and presentations on investment opportunities to senior management and investment committees.
  • Oversee the valuation of existing property assets and advise on asset management strategies.
  • Manage and mentor a team of property investment analysts, fostering their professional development.
  • Liaise with internal and external stakeholders, including agents, valuers, legal advisors, and lenders.
  • Ensure compliance with relevant investment policies, regulatory requirements, and reporting standards.
  • Monitor the performance of the existing property portfolio against investment objectives.
  • Identify emerging investment trends and opportunities within the real estate market.
  • Contribute to the overall strategic direction of the company's property investment activities.
Qualifications and Experience:
  • A Master's degree in Finance, Real Estate, Economics, or a related quantitative field. Professional qualifications such as CFA or MRICS are highly advantageous.
  • Significant experience (8+ years) in property investment analysis, real estate finance, or investment banking with a focus on real estate.
  • Proven expertise in developing complex financial models for real estate transactions.
  • In-depth knowledge of property valuation methodologies, market analysis, and due diligence processes.
  • Demonstrated leadership experience, with the ability to manage and motivate a high-performing team.
  • Exceptional analytical, quantitative, and problem-solving skills.
  • Strong understanding of legal and regulatory frameworks impacting real estate investment.
  • Excellent communication, presentation, and negotiation skills.
  • Proficiency in relevant software, including Argus Enterprise, Excel, and database management.
This is a senior leadership role offering a significant impact on the investment strategy of a prominent organization in Newcastle upon Tyne .
This advertiser has chosen not to accept applicants from your region.

Management Accountant (supporting Product Profitability and Investment Analysis)

Peterborough, Eastern Caterpillar, Inc.

Posted 7 days ago

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Job Description

**Career Area:**
Finance
**Job Description:**
**Your Work Shapes the World at Caterpillar Inc.**
When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.
**Job Title: Management Accountant (supporting Product Profitability and Investment Analysis)**
**Salary: £47,500+ (depending on experience)**
**Location: Peterborough**
**Benefits:**
- 25 days annual leave,
- Up to 10% bonus
- Contributory pension scheme - Caterpillar will double the employee's contribution Up to 10%
- Contributory share scheme - Caterpillar will match 50% of the employee's contribution.
- Optional flexible benefits including access to health and dental care plans for family members, EV car lease, holiday purchase.
**About IPSD**
Caterpillar's Industrial Power Systems Division (IPSD) designs, tests and manufactures 0.5 to 18L Cat® and Perkins engines that power over 5000 applications including Marine, Petroleum, Industrial Applications, Electric Generators, and Locomotives. Caterpillar's company strategy includes sustainability as one of four focus areas and IPSD is engaged and actively preparing green energy solutions for the future.
**The Opportunity**
An exciting opportunity exists for a Management Accountant within the New Product Introduction (NPI) Team at our Caterpillar facility in Peterborough.
You will support and advise the Product Team on a variety of financial appraisals, providing recommendations within challenging timescales.
Whilst this opportunity sits in the Finance function, a key component of this role will be effective business partnering directly with multiple different Product Managers and other stakeholders from the wider business.
**What You Will Do:**
- Investment analysis and financial review including New Product Introduction (NPI), future cost, should cost, global footprint, sourcing strategy and review of strategic alternatives
- Cost Analysis: establishing and monitoring target costs, forecasting future product costs and profitability, quantifying cost reductions
- Product, Customer and Region profitability reporting & analysis
- Operating Profit After Capital Charge (OPACC) determination & analysis
- Accountable Results Tool (ART) reporting and analysis
- Presenting results to Senior Leaders and non financial audiences
**What Skills You Have:**
- **Financial Analysis, Analytical Thinking and Problem Solving:**
o Ability to interpret and draw accurate conclusions from financial and numerical data
o Perform systematic comparisons of two or more alternative solutions
o Use knowledge, logic and intuition to arrive at conclusions and recommendations
- **Accuracy and attention to detail:** Ability to complete tasks with high levels of precision, balancing speed and accuracy
- **Managing Multiple Priorities** : Ability to manage multiple concurrent objectives and be able to shift focus, co-ordinate with others to prioritize work and meet commitments
- **Effective Communications** : Strong collaboration skills, ability to summarise and confidently present results and recommendations to Senior Leaders
- Educated to degree level, Professional Certification (CIMA, ACCA or equivalent) or qualified by experience
**Candidates may also have gained the following skills:**
- Experienced user of MS Excel and MS PowerPoint
- Experience of data analytics and visualisation tools such as MS PowerBI and Alteryx
- Experience of accounting within a manufacturing environment
**Additional Information**
This position requires the candidate to work a 5-day-a-week schedule in the office.
**NB** . The panel cannot make assumptions when shortlisting therefore please demonstrate your qualifications and experience on your CV relevant to the criteria outlined.
Pending the number of applications, the criteria for the position may be enhanced to facilitate shortlisting.
**Posting Dates:**
September 23, 2025 - October 5, 2025
Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply
Not ready to apply? Join our Talent Community ( .
This advertiser has chosen not to accept applicants from your region.

Head of Investment Banking Analysis

CV1 1FY Coventry, West Midlands £90000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client, a prestigious financial institution, is seeking an accomplished and strategic Head of Investment Banking Analysis to lead their analytical division. This critical role is based at their prominent office in Coventry, West Midlands, UK . You will be responsible for overseeing all aspects of financial analysis, valuation, and market intelligence supporting investment banking operations. The ideal candidate will possess extensive experience in investment banking, a deep understanding of financial markets, and exceptional leadership capabilities to guide a team of highly skilled analysts. This position demands a rigorous analytical mindset and a proactive approach to driving strategic insights.

Key Responsibilities:
  • Lead and manage the investment banking analysis team, fostering a culture of excellence and continuous improvement.
  • Oversee the preparation of complex financial models, valuations, and due diligence reports for M&A transactions, IPOs, and other corporate finance activities.
  • Develop and maintain deep market intelligence and industry expertise across key sectors.
  • Ensure the accuracy, integrity, and timeliness of all analytical output.
  • Provide strategic financial insights and recommendations to senior management and deal teams.
  • Develop and implement analytical frameworks, tools, and methodologies.
  • Manage relationships with external data providers and research firms.
  • Mentor and develop junior analysts, providing guidance and career development support.
  • Ensure compliance with all regulatory requirements and internal policies.
  • Contribute to the overall strategic planning and business development of the investment banking division.
Qualifications:
  • MBA, Master's degree in Finance, Economics, or a related quantitative field.
  • Minimum of 10 years of progressive experience in investment banking, corporate finance, or financial analysis, with at least 3 years in a leadership role.
  • Proven track record of successfully leading analytical teams and delivering high-quality financial advisory services.
  • Deep expertise in financial modeling, valuation techniques (DCF, multiples, etc.), and transaction analysis.
  • Strong understanding of capital markets, M&A, and corporate restructuring.
  • Exceptional analytical, problem-solving, and critical thinking skills.
  • Excellent communication, presentation, and interpersonal skills.
  • Proficiency in financial databases and analytical software (e.g., Bloomberg, Refinitiv Eikon, FactSet).
  • Demonstrated leadership potential and ability to motivate high-performing teams.
This is a highly influential role offering significant responsibility and the opportunity to shape the analytical direction of a leading financial services firm. Be at the heart of critical financial decisions and drive strategic growth.
This advertiser has chosen not to accept applicants from your region.

Investment Portfolio Manager

CF10 1EG Cardiff, Wales £80000 Annually WhatJobs

Posted 4 days ago

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Job Description

full-time
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.
To be successful in this role, you will hold a Bachelor's degree in Finance, Economics, or a related field, with a Master's degree or CFA charter highly preferred. You should possess a minimum of 7 years of experience in portfolio management, investment analysis, or a similar capacity within the financial services industry. Exceptional analytical, quantitative, and decision-making skills are essential. Strong understanding of financial modeling, risk management, and trading strategies is required. Excellent communication, presentation, and interpersonal skills are crucial for client interaction and team collaboration. The ability to thrive in a hybrid work environment, balancing independent work with collaborative team efforts, is key. If you are a seasoned investment professional looking to make a significant impact in **Cardiff, Wales, UK**, we encourage you to apply.
This advertiser has chosen not to accept applicants from your region.
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Investment Portfolio Manager

LS1 1UR Leeds, Yorkshire and the Humber £85000 Annually WhatJobs

Posted 15 days ago

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Job Description

full-time
Our client, a prestigious financial institution, is seeking a highly accomplished Investment Portfolio Manager to lead and manage investment strategies for institutional and high-net-worth clients. Based in the financial hub of Leeds, West Yorkshire, UK , this role demands a deep understanding of financial markets, robust analytical skills, and a proven track record in portfolio construction and risk management. You will be responsible for developing investment objectives, asset allocation, security selection, and ongoing performance monitoring. This hybrid role requires regular presence in the office for team collaboration and client meetings, balanced with flexible remote working.

Key Responsibilities:
  • Develop and implement tailored investment strategies and portfolio solutions aligned with client objectives and risk tolerance.
  • Conduct thorough market research, economic analysis, and security valuation to inform investment decisions.
  • Manage diversified portfolios across various asset classes, including equities, fixed income, alternatives, and derivatives.
  • Monitor portfolio performance, conduct risk assessments, and rebalance portfolios as necessary.
  • Build and maintain strong relationships with clients, providing regular performance updates and strategic advice.
  • Collaborate with research analysts, traders, and other investment professionals to leverage market insights.
  • Ensure compliance with all relevant regulatory requirements and internal policies.
  • Stay informed about global economic trends, geopolitical events, and market developments.
  • Contribute to the development of new investment products and strategies.
  • Prepare detailed reports and presentations for investment committees and clients.
Qualifications:
  • Master's degree in Finance, Economics, Business Administration, or a related quantitative field. CFA designation is highly preferred.
  • Minimum of 7 years of experience in investment management, portfolio management, or a related financial advisory role.
  • Demonstrated success in managing significant investment portfolios and achieving investment objectives.
  • In-depth knowledge of various asset classes, financial instruments, and investment strategies.
  • Strong analytical, quantitative, and financial modeling skills.
  • Proficiency in portfolio management software and market data platforms (e.g., Bloomberg, FactSet).
  • Excellent communication, presentation, and interpersonal skills, with the ability to articulate complex investment concepts.
  • Proven ability to manage risk effectively and make sound investment decisions under pressure.
  • Strong ethical standards and a commitment to fiduciary responsibility.
  • Experience in managing institutional mandates is a significant advantage.
This is an exceptional career opportunity to join a leading financial services firm in Leeds , contributing to high-level investment decision-making. The hybrid work arrangement promotes effective collaboration and individual focus. We offer a highly competitive salary, performance-based bonuses, and comprehensive benefits, along with extensive opportunities for professional development and career progression.
This advertiser has chosen not to accept applicants from your region.

Senior Investment Portfolio Manager

L1 8JQ Liverpool, North West £100000 annum + bon WhatJobs

Posted 10 days ago

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Job Description

full-time
Our client, a prestigious financial institution, is seeking an accomplished Senior Investment Portfolio Manager to join their dynamic investment division. This critical role is based in the vibrant city of Liverpool, offering the opportunity to manage significant client portfolios and contribute to strategic investment decisions. You will be responsible for developing and implementing investment strategies tailored to client objectives, market conditions, and risk tolerance. This includes conducting in-depth market research, analyzing financial instruments, and constructing diversified portfolios. The ideal candidate will possess a strong academic background in finance, economics, or a related field, coupled with significant experience in portfolio management and a proven track record of delivering strong investment returns. Professional certifications such as CFA are highly desirable. You will engage directly with clients, providing expert advice and building long-term relationships. This position demands exceptional analytical skills, a deep understanding of financial markets, and robust risk management capabilities. Excellent communication and presentation skills are essential for conveying complex investment strategies to diverse stakeholders. If you are a driven finance professional seeking a challenging and rewarding role in a leading financial services firm, we encourage you to apply. This position is located in Liverpool, Merseyside, UK .
This advertiser has chosen not to accept applicants from your region.

Head of Quantitative Analysis - Investment Banking

CB2 1ST Cambridge, Eastern £100000 annum + bon WhatJobs

Posted 13 days ago

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Job Description

full-time
Our client, a prestigious investment bank in **Cambridge, Cambridgeshire, UK**, is seeking an exceptional Head of Quantitative Analysis to lead their sophisticated financial modeling and risk management division. This is a pivotal leadership role requiring deep expertise in financial mathematics, econometrics, and complex data analysis. You will be responsible for developing and overseeing quantitative strategies, building state-of-the-art models, and ensuring the rigorous risk assessment of financial products and portfolios.

Key Responsibilities:
  • Lead, mentor, and manage a team of quantitative analysts and financial engineers.
  • Develop, validate, and implement sophisticated pricing, hedging, and risk management models for a wide range of financial instruments, including derivatives, fixed income, and equities.
  • Oversee the design and enhancement of trading algorithms and algorithmic strategies.
  • Conduct in-depth quantitative research to identify new trading opportunities and investment strategies.
  • Ensure compliance with regulatory requirements (e.g., Basel III, FRTB) and internal risk policies.
  • Collaborate closely with trading desks, portfolio managers, and other business units to understand their quantitative needs and deliver tailored solutions.
  • Communicate complex quantitative concepts and findings clearly to senior management, traders, and regulators.
  • Stay abreast of the latest developments in quantitative finance, financial modeling techniques, and relevant technologies.
  • Oversee the implementation and maintenance of the quantitative infrastructure and data management systems.
  • Contribute to the strategic direction of the quantitative research function within the bank.
  • Manage relationships with external research providers and academic institutions.
Qualifications:
  • Ph.D. or Master's degree in a quantitative field such as Financial Mathematics, Physics, Statistics, Economics, or Computer Science.
  • Minimum of 10 years of progressive experience in quantitative analysis within investment banking, hedge funds, or asset management.
  • Proven track record of developing and implementing complex financial models for pricing, risk management, and trading.
  • Expertise in stochastic calculus, time series analysis, machine learning, and statistical modeling.
  • Strong programming skills in languages such as Python, C++, R, or MATLAB.
  • In-depth knowledge of financial markets, instruments, and regulatory frameworks.
  • Excellent leadership, team management, and interpersonal skills.
  • Exceptional analytical, problem-solving, and communication abilities.
  • Ability to present complex technical information to non-technical audiences effectively.
  • Experience with large-scale data analysis and big data technologies is a plus.
This is a highly influential position offering the opportunity to drive innovation in financial modeling and contribute significantly to the bank's success. If you are a visionary quantitative leader passionate about pushing the boundaries of financial science, we invite you to apply.
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