749 Portfolio jobs in the United Kingdom

Investment Portfolio Manager

L1 8JQ Liverpool, North West £90000 Annually WhatJobs

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full-time
Our client, a distinguished financial institution, is seeking a seasoned Investment Portfolio Manager to join their reputable team. This hybrid role offers a dynamic blend of remote work flexibility and essential office-based collaboration in Liverpool. You will be responsible for the strategic management and performance of client investment portfolios, aligning with their financial goals and risk appetites. This position demands a deep understanding of financial markets, investment strategies, and strong analytical capabilities. It's an excellent opportunity for a driven professional to manage significant assets and contribute to the firm's continued success.

Key Responsibilities:
  • Develop and execute investment strategies tailored to individual client objectives and market conditions.
  • Conduct thorough research and analysis of global financial markets, economies, and asset classes.
  • Select and manage a diverse range of investment instruments, including equities, fixed income, alternatives, and derivatives.
  • Monitor portfolio performance, identify risks, and implement necessary adjustments to optimize returns.
  • Build and maintain strong relationships with clients, providing regular performance updates and financial advice.
  • Collaborate with research analysts, traders, and other stakeholders to ensure informed investment decisions.
  • Adhere to all regulatory requirements and internal compliance policies.
  • Utilise sophisticated financial modelling tools and analytical software.
  • Contribute to the development of new investment products and services.
  • Present investment recommendations and market insights to clients and internal committees.

Qualifications:
  • University degree in Finance, Economics, Business Administration, or a related quantitative field.
  • Professional designation such as CFA (Chartered Financial Analyst) or equivalent is highly desirable.
  • Minimum of 5-7 years of experience in portfolio management, investment analysis, or a similar finance role.
  • Proven track record of successfully managing investment portfolios and achieving performance targets.
  • In-depth knowledge of various asset classes, financial instruments, and market dynamics.
  • Strong quantitative and analytical skills, with proficiency in financial modelling and data analysis.
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to work effectively in a hybrid team environment, demonstrating self-discipline and collaborative spirit.
  • Familiarity with portfolio management software and trading platforms.

This position is ideally suited for an experienced professional based near Liverpool, Merseyside, UK , seeking a challenging and rewarding role within a leading financial services firm, benefiting from a flexible hybrid working model.
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Investment Portfolio Manager

B3 2XL Birmingham, West Midlands £85000 Annually WhatJobs

Posted 16 days ago

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Job Description

full-time
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:
  • 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.
Qualifications:
  • 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 hybrid role allows for collaborative teamwork in our Birmingham office with the flexibility of remote work days, focusing on delivering top-tier investment solutions.
This advertiser has chosen not to accept applicants from your region.

Investment Portfolio Manager

ST1 1AA Staffordshire, West Midlands £90000 Annually WhatJobs

Posted 20 days ago

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Job Description

full-time
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:
  • 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.

Investment Portfolio Associate

London, London Citigroup

Posted 3 days ago

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Job Description

**Citi Investment Management** is a group within Citi Wealth that manages assets on a discretionary and advisory basis for high and ultra-high net worth clients globally. CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Associate to join our team of investment professionals and contribute to the investment management and portfolio construction capabilities of CIM's strategies.
The primary role of the **Investment Portfolio Associate** is to assist Portfolio Managers (PMs) with the implementation of investment portfolios and support the broader portfolio associate team on various aspects
**Responsibilities:**
+ Support with daily trading activity (ETFs, Mutual funds, Cash), FX processing and general queries and administrative tasks
+ Act as an intermediary between PMs and operations on clerical matters such as account opening/closing, asset transfer, trade queries
+ Monitoring of cash/asset inflows and outflows as per process and manage associated data tracking spreadsheets.
+ Addressing front office inquiries and resolving related portfolio or operational issues.
+ Ensure client special instruction lists are maintained and utilized for pre-trade guideline monitoring
+ Ensure overdrafts are monitored. Monitor cash and portfolio additions and withdrawals
+ Work directly with operations on troubleshooting administrative matters
+ Support Portfolio Managers in understanding client investment objectives, portfolio construction, and portfolio execution
+ Provide account applications and other forms to relevant team
+ Support account opening process
+ Assist Portfolio Managers with client presentations and portfolio reviews
+ Lead on new projects and coordination with business management
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-7 years of direct experience in the financial industry
+ Strong academic record.
+ Bachelor's/University degree.
+ Excellent attention to detail and able to take initiative and function independently.
+ Excellent interpersonal skills with ability to maintain relationships at all levels in the organization and work as part of a team.
+ Strong Excel skills.
+ Expertise using Charles River or portfolio management system is a plus.
+ Demonstrated ability to work both independently and as part of a team.
+ Bachelor's/University degree or equivalent experience.
**What we can offer you:**
We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.
By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:
+ Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
+ A discretional annual performance related bonus
+ Private medical insurance packages to suit your personal circumstances
+ Employee Assistance Program
+ Pension Plan
+ Paid Parental Leave
+ Special discounts for employees, family, and friends
+ Access to an array of learning and development resources
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Portfolio Management
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
This advertiser has chosen not to accept applicants from your region.

Asset Management & Portfolio Execution (Europe&UK)

Fosun 复星

Posted 1 day ago

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Job Description

Asset Management & Portfolio Execution (Europe&UK) ED to MD Level

Location: London


We are seeking a seasoned and hands-on Asset Management professional to take full ownership of our European real estate portfolio post-investment. This role is central to orchestrating alignment between senior management and local teams, driving cohesive execution of the business plan. The ideal candidate will be a pragmatic value-creator, responsible for implementing aggressive asset business plans, spearheading re-positioning initiatives, and deploying a variety of financial tools to maximize returns and execute successful exits.



Key Responsibilities:

  • Portfolio Asset Management & Value Creation : Develop and execute asset business plans for a diverse portfolio, with a primary focus on office and commercial assets. Drive value through hands-on re-positioning, redevelopment, and innovative commercial concept curation, leveraging deep local market insight to identify and capitalize on high-value opportunities.
  • Hands-On Project Execution : Lead the operational transformation of assets. Oversee and directly manage redevelopment and refurbishment projects, ensuring practical, cost-effective, and high-quality execution that aligns with the strategic vision.
  • Strategic Exit Planning & Execution : Possess a proactive and insightful approach to exits. Utilize a deep understanding of local market dynamics, macro-environmental trends, and a sophisticated toolkit of financial instruments and exit avenues (e.g., direct sales, portfolio sales, recapitalization) to optimize the timing and structure of divestment, maximizing returns in line with investment mandates.
  • Investor & Shareholder Stewardship : Act as the primary steward for investors and shareholders. Provide rigorous, data-backed reporting on performance, value-creation progress, and the evolving exit strategy.
  • Strategic Liaison : Serve as the crucial bridge, ensuring clear communication and strategic alignment between the company's leadership and the on-the-ground execution teams.


Qualifications & Experience:

  • A minimum of a Bachelor's degree from top university in Real Estate, Finance, Business, or a related field; a Master's degree or MBA is highly preferred.
  • A minimum of 12-15 years of progressive experience in a hands-on, value-add Asset Management role within real estate, with a proven track record in the office and commercial sectors.
  • Demonstrable experience in strategically re-positioning assets and a strong record of overseeing the physical transformation of properties to enhance their market value and income profile.
  • Sophisticated understanding of financial structuring and exit strategies for real estate assets, with a proven ability to time and execute dispositions advantageously.
  • Exceptional leadership, communication, and stakeholder management skills, with the ability to influence at the most senior levels and navigate complex, cross-cultural environments.
  • Fluency in English and Mandarin is essential.


While the role is based in London, we strongly encourage applications from highly qualified candidates currently residing outside the region who possess the requisite experience and background.

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

Asset Management & Portfolio Execution (Europe&UK)

London, London Fosun 复星

Posted 1 day ago

Job Viewed

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Job Description

Asset Management & Portfolio Execution (Europe&UK) ED to MD Level

Location: London


We are seeking a seasoned and hands-on Asset Management professional to take full ownership of our European real estate portfolio post-investment. This role is central to orchestrating alignment between senior management and local teams, driving cohesive execution of the business plan. The ideal candidate will be a pragmatic value-creator, responsible for implementing aggressive asset business plans, spearheading re-positioning initiatives, and deploying a variety of financial tools to maximize returns and execute successful exits.



Key Responsibilities:

  • Portfolio Asset Management & Value Creation : Develop and execute asset business plans for a diverse portfolio, with a primary focus on office and commercial assets. Drive value through hands-on re-positioning, redevelopment, and innovative commercial concept curation, leveraging deep local market insight to identify and capitalize on high-value opportunities.
  • Hands-On Project Execution : Lead the operational transformation of assets. Oversee and directly manage redevelopment and refurbishment projects, ensuring practical, cost-effective, and high-quality execution that aligns with the strategic vision.
  • Strategic Exit Planning & Execution : Possess a proactive and insightful approach to exits. Utilize a deep understanding of local market dynamics, macro-environmental trends, and a sophisticated toolkit of financial instruments and exit avenues (e.g., direct sales, portfolio sales, recapitalization) to optimize the timing and structure of divestment, maximizing returns in line with investment mandates.
  • Investor & Shareholder Stewardship : Act as the primary steward for investors and shareholders. Provide rigorous, data-backed reporting on performance, value-creation progress, and the evolving exit strategy.
  • Strategic Liaison : Serve as the crucial bridge, ensuring clear communication and strategic alignment between the company's leadership and the on-the-ground execution teams.


Qualifications & Experience:

  • A minimum of a Bachelor's degree from top university in Real Estate, Finance, Business, or a related field; a Master's degree or MBA is highly preferred.
  • A minimum of 12-15 years of progressive experience in a hands-on, value-add Asset Management role within real estate, with a proven track record in the office and commercial sectors.
  • Demonstrable experience in strategically re-positioning assets and a strong record of overseeing the physical transformation of properties to enhance their market value and income profile.
  • Sophisticated understanding of financial structuring and exit strategies for real estate assets, with a proven ability to time and execute dispositions advantageously.
  • Exceptional leadership, communication, and stakeholder management skills, with the ability to influence at the most senior levels and navigate complex, cross-cultural environments.
  • Fluency in English and Mandarin is essential.


While the role is based in London, we strongly encourage applications from highly qualified candidates currently residing outside the region who possess the requisite experience and background.

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

Asset Management & Portfolio Execution (Europe&UK)

Fosun 复星

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Asset Management & Portfolio Execution (Europe&UK) ED to MD Level

Location: London


We are seeking a seasoned and hands-on Asset Management professional to take full ownership of our European real estate portfolio post-investment. This role is central to orchestrating alignment between senior management and local teams, driving cohesive execution of the business plan. The ideal candidate will be a pragmatic value-creator, responsible for implementing aggressive asset business plans, spearheading re-positioning initiatives, and deploying a variety of financial tools to maximize returns and execute successful exits.



Key Responsibilities:

  • Portfolio Asset Management & Value Creation : Develop and execute asset business plans for a diverse portfolio, with a primary focus on office and commercial assets. Drive value through hands-on re-positioning, redevelopment, and innovative commercial concept curation, leveraging deep local market insight to identify and capitalize on high-value opportunities.
  • Hands-On Project Execution : Lead the operational transformation of assets. Oversee and directly manage redevelopment and refurbishment projects, ensuring practical, cost-effective, and high-quality execution that aligns with the strategic vision.
  • Strategic Exit Planning & Execution : Possess a proactive and insightful approach to exits. Utilize a deep understanding of local market dynamics, macro-environmental trends, and a sophisticated toolkit of financial instruments and exit avenues (e.g., direct sales, portfolio sales, recapitalization) to optimize the timing and structure of divestment, maximizing returns in line with investment mandates.
  • Investor & Shareholder Stewardship : Act as the primary steward for investors and shareholders. Provide rigorous, data-backed reporting on performance, value-creation progress, and the evolving exit strategy.
  • Strategic Liaison : Serve as the crucial bridge, ensuring clear communication and strategic alignment between the company's leadership and the on-the-ground execution teams.


Qualifications & Experience:

  • A minimum of a Bachelor's degree from top university in Real Estate, Finance, Business, or a related field; a Master's degree or MBA is highly preferred.
  • A minimum of 12-15 years of progressive experience in a hands-on, value-add Asset Management role within real estate, with a proven track record in the office and commercial sectors.
  • Demonstrable experience in strategically re-positioning assets and a strong record of overseeing the physical transformation of properties to enhance their market value and income profile.
  • Sophisticated understanding of financial structuring and exit strategies for real estate assets, with a proven ability to time and execute dispositions advantageously.
  • Exceptional leadership, communication, and stakeholder management skills, with the ability to influence at the most senior levels and navigate complex, cross-cultural environments.
  • Fluency in English and Mandarin is essential.


While the role is based in London, we strongly encourage applications from highly qualified candidates currently residing outside the region who possess the requisite experience and background.

This advertiser has chosen not to accept applicants from your region.
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Asset Management & Portfolio Execution (Europe&UK)

London, London Fosun 复星

Posted today

Job Viewed

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Job Description

Job Description

Asset Management & Portfolio Execution (Europe&UK) ED to MD Level

Location: London


We are seeking a seasoned and hands-on Asset Management professional to take full ownership of our European real estate portfolio post-investment. This role is central to orchestrating alignment between senior management and local teams, driving cohesive execution of the business plan. The ideal candidate will be a pragmatic value-creator, responsible for implementing aggressive asset business plans, spearheading re-positioning initiatives, and deploying a variety of financial tools to maximize returns and execute successful exits.



Key Responsibilities:

  • Portfolio Asset Management & Value Creation : Develop and execute asset business plans for a diverse portfolio, with a primary focus on office and commercial assets. Drive value through hands-on re-positioning, redevelopment, and innovative commercial concept curation, leveraging deep local market insight to identify and capitalize on high-value opportunities.
  • Hands-On Project Execution : Lead the operational transformation of assets. Oversee and directly manage redevelopment and refurbishment projects, ensuring practical, cost-effective, and high-quality execution that aligns with the strategic vision.
  • Strategic Exit Planning & Execution : Possess a proactive and insightful approach to exits. Utilize a deep understanding of local market dynamics, macro-environmental trends, and a sophisticated toolkit of financial instruments and exit avenues (e.g., direct sales, portfolio sales, recapitalization) to optimize the timing and structure of divestment, maximizing returns in line with investment mandates.
  • Investor & Shareholder Stewardship : Act as the primary steward for investors and shareholders. Provide rigorous, data-backed reporting on performance, value-creation progress, and the evolving exit strategy.
  • Strategic Liaison : Serve as the crucial bridge, ensuring clear communication and strategic alignment between the company's leadership and the on-the-ground execution teams.


Qualifications & Experience:

  • A minimum of a Bachelor's degree from top university in Real Estate, Finance, Business, or a related field; a Master's degree or MBA is highly preferred.
  • A minimum of 12-15 years of progressive experience in a hands-on, value-add Asset Management role within real estate, with a proven track record in the office and commercial sectors.
  • Demonstrable experience in strategically re-positioning assets and a strong record of overseeing the physical transformation of properties to enhance their market value and income profile.
  • Sophisticated understanding of financial structuring and exit strategies for real estate assets, with a proven ability to time and execute dispositions advantageously.
  • Exceptional leadership, communication, and stakeholder management skills, with the ability to influence at the most senior levels and navigate complex, cross-cultural environments.
  • Fluency in English and Mandarin is essential.


While the role is based in London, we strongly encourage applications from highly qualified candidates currently residing outside the region who possess the requisite experience and background.

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

Senior Investment Portfolio Manager

SO14 2AQ Southampton, South East £80000 Annually WhatJobs

Posted 4 days ago

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Job Description

full-time
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:
  • 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.
Qualifications:
  • 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.

Senior Investment Portfolio Manager

SR5 2TT Sunderland, North East £90000 Annually WhatJobs

Posted 5 days ago

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Job Description

full-time
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:
  • 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.
Qualifications and Skills:
  • 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 is a challenging and rewarding role for an experienced investment professional looking to drive success in the heart of Sunderland. The position offers a competitive salary, performance-based bonuses, and a hybrid working model.
This advertiser has chosen not to accept applicants from your region.
 

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