35 Portfolio Management jobs in Reading

• Conducting comprehensive research and analysis of financial markets, economic conditions, and industry trends.
• Evaluating and recommending investment opportunities across equities, fixed income, alternatives, and other asset classes.
• Developing and maintaining complex financial models for valuation, forecasting, and scenario analysis.
• Preparing detailed investment research reports, presentations, and performance reviews.
• Assisting portfolio managers in constructing and managing investment portfolios to meet specific objectives.
• Monitoring portfolio performance, identifying risks, and recommending adjustments.
• Staying abreast of regulatory changes and their impact on investment strategies.
• Communicating investment insights and recommendations clearly to internal teams and clients.
• Collaborating with traders, analysts, and other financial professionals.
• Contributing to the development and refinement of proprietary investment strategies.

• Prepare and analyse monthly, quarterly, and annual financial statements.
• Manage the month-end and year-end close processes.
• Perform bank reconciliations and general ledger reconciliations.
• Assist with budgeting, forecasting, and financial planning.
• Conduct variance analysis and provide explanations for financial performance.
• Support internal and external audits.
• Ensure compliance with accounting standards and regulations.
• Prepare journal entries and maintain accounting records.
• Assist in the development and implementation of accounting policies and procedures.
• Support ad-hoc financial projects and analysis as required.

• ACCA, CIMA, ACA qualified or nearing completion.
• Proven experience as a Senior Accountant or in a similar financial role.
• Strong knowledge of accounting principles (UK GAAP and/or IFRS).
• Proficiency in accounting software (e.g., Xero, QuickBooks, SAP) and advanced Microsoft Excel skills.
• Excellent analytical, problem-solving, and attention to detail.
• Strong organisational and time management skills.
• Ability to work independently and as part of a team.
• Good communication and interpersonal skills.
• Experience with financial audits and tax compliance is advantageous.
• Demonstrated ability to meet deadlines and manage workload effectively.

• Lead the FP&A function, including budgeting, forecasting, long-range planning, and financial modelling.
• Develop and enhance financial reporting processes to provide accurate and timely insights to senior management.
• Drive the annual budgeting and quarterly forecasting processes, ensuring alignment with strategic goals.
• Conduct in-depth financial analysis to identify trends, variances, and opportunities for profit improvement and cost reduction.
• Prepare executive-level financial presentations and reports for the board and key stakeholders.
• Partner with business leaders across departments to understand their financial needs and provide strategic financial guidance.
• Develop key performance indicators (KPIs) and monitor financial performance against targets.
• Implement and manage financial systems and tools to support FP&A activities.
• Assess new business initiatives and investment opportunities from a financial perspective.
• Ensure compliance with accounting policies and financial regulations.
• Mentor and develop a high-performing FP&A team.
• Contribute to the overall strategic financial planning of the organisation.

• Qualified Accountant (ACA, ACCA, CIMA or equivalent) or MBA with a strong finance concentration.
• Minimum of 8-10 years of progressive experience in financial planning and analysis, with at least 3-5 years in a leadership role.
• Proven track record in developing and implementing robust FP&A frameworks.
• Exceptional financial modeling, forecasting, and analytical skills.
• Strong understanding of accounting principles and financial reporting standards.
• Experience with financial planning software (e.g., Anaplan, Oracle Hyperion, SAP BPC) is highly desirable.
• Excellent communication, presentation, and interpersonal skills, with the ability to influence stakeholders at all levels.
• Demonstrated leadership ability and experience in managing and developing teams.
• Strategic thinking and strong business acumen.
• Ability to work independently and manage multiple priorities in a fast-paced, remote environment.
• Candidates must be based within the UK and committed to a fully remote working arrangement.

• Developing, implementing, and maintaining the firm's investment risk management framework and policies.
• Leading the analysis and assessment of market risk, credit risk, liquidity risk, and operational risk associated with investment activities.
• Establishing and monitoring risk limits and ensuring compliance with internal policies and external regulations.
• Producing comprehensive risk reports for senior management, the risk committee, and regulatory bodies.
• Managing and mentoring a team of investment risk professionals.
• Conducting stress testing and scenario analysis to evaluate portfolio resilience under adverse market conditions.
• Collaborating with portfolio managers and traders to ensure risk considerations are integrated into investment decisions.
• Staying informed about evolving regulatory landscapes (e.g., Basel III/IV, Solvency II) and their impact on investment risk.
• Acting as a key point of contact for regulators on investment risk matters.

• Advanced degree (Master's or PhD) in Finance, Economics, Mathematics, or a related quantitative field.
• 10+ years of experience in investment risk management, with a significant portion in a leadership role.
• Proven expertise in quantitative risk modeling, VaR, CVA, XVA, and other risk metrics.
• In-depth knowledge of financial instruments, derivatives, and fixed income/equity markets.
• Strong understanding of regulatory frameworks relevant to investment firms.
• Excellent analytical, strategic thinking, and decision-making abilities.
• Exceptional leadership and communication skills, with the ability to convey complex risk concepts clearly.
• FRM, PRM, or CFA qualifications are highly desirable.
• This role operates on a hybrid model, requiring regular presence at our Oxford office for collaborative sessions and strategic meetings.

Hamptons are currently looking for an experienced Portfolio Manager to join our organisation on a 12 month fixed term contract basis.

From the moment you start your career with us, you will receive the best development, benefits and opportunities in the business. We will invest heavily in you and your career to ensure that together, we continue to achieve great things.

Key Responsibilities:

• Regular client facing meetings
• Overseeing the repairs and maintenance as required and ensuring strict service levels are adhered to
• Sourcing and instructing local sub agents to obtain optimum lettings performance
• Assess property portfolios
• Chasing sub instructed agents for return of signed documentation
• Assessing applications received from local sub agents
• Attending Corporate Client meetings to discuss Lettings strategies and explaining performance on void properties
• Continual assessment of properties
• Handling of queries/complaints
• Attending review meetings with clients to report on progress of portfolios
• Preparation of reports

Experience & Skills Required to be a successful Portfolio Manager:

• Experience gained within estate agency, residential lettings or residential asset management
• Highly motivated and able to demonstrate success within the lettings market
• Excellent organisation, prioritisation and time management skills and strong attention to detail
• Strong communication, influencing and relationship skills
• High levels of energy, drive, enthusiasm with a passion for self-development and being an active and supportive member of a high performing team

In the 150 years since we first opened our doors for business as estate agents, we have learnt many things, the most important of which is that the secret to success comes down to one thing - great people.