548 Portfolio Manager jobs in the United Kingdom

Ready to find the right role for you?



Portfolio Manager (Municipal Waste)



Salary: Competitive per annum plus bonus, company car/cash allowance, medical cover and pension

Hours: Full time, Monday to Friday - 40 hours per week

Location: Westminster, London



When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life.

We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture.



What we can offer you;

• Eligible for an annual performance bonus
  
• Option to choose from a company car or car allowance
  
• Private medical cover
  
• 25 days of annual leave
  
• Access to our company pension scheme
  
• One paid days leave every year to volunteer and support your community
  
• Ongoing training and development opportunities, allowing you to reach your full potential
  

What you'll be doing;



We are seeking an exceptional Portfolio Manager to lead Westminster's multi-million pound commercial operation, driving strategic growth whilst delivering environmental excellence across our prestigious London portfolio.

• Strategically manage and develop Westminster Commercial Waste portfolio, ensuring alignment with Westminster City Council objectives.
  
• Drive portfolio growth through comprehensive oversight of sales, customer experience, communications, and service delivery excellence.
  
• Foster strategic partnerships with key stakeholders, including Business Improvement Districts (BIDs), local associations, and environmental organisations.
  
• Identify and capitalise on business development opportunities whilst maintaining exemplary client satisfaction.
  
• Provide expert consultancy on waste minimisation, environmental impact, and carbon footprint assessments.
  
• Spearhead strategic, multi-million pound partnerships with key commercial clients and Business Improvement Districts, driving innovative sustainability initiatives whilst fostering long-term growth and environmental excellence.
  
• Monitor and report on sustainability key performance indicators, including waste diversion rates and recycling performance.
  
• Lead and develop high-performing teams through effective coaching, training, and professional development.
  
• Ensure departmental compliance with organisational policies and procedures.
  
• Deliver budgeted revenues and profits whilst implementing growth strategies.
  
• Collaborate with Credit Control to maintain healthy debt management and resolve invoice queries promptly.
  

What we're looking for;



Essential:

• Demonstrated experience leading large (10+ direct reports), high-stakes teams in fast-paced environments with proven ability to manage turnover while maintaining excellence
  
• Knowledge of environmental legislation and compliance requirements.
  
• Experience in delivering sustainability consultancy and guidance to commercial clients.
  
• Experience in developing and implementing carbon reduction strategies
  
• Strong understanding of circular economy principles.
  
• Budget setting and finance reporting
  
• Demonstrated ability to create and present sustainability reports and proposals.
  
• Experience with managing and developing regional and key accounts.
  
• Proven experience in carbon footprint calculations and analysis
  
• Experience in developing and implementing carbon reduction strategies
  
• Excellent communication skills, oral, written and report writing
  
• Excellent influencing and negotiating skills
  
• Strong presentation skills and comfortable presenting in front of large groups of people
  

Desirable:

• Experience in working with Local Authority clients
  
• Experience in working with Operational teams and subsequent Collection services (Municipal and/or Commercial)
  
• Relevant environmental/sustainability qualifications
  
• Track record of implementing successful waste minimisation programs
  
• Knowledge of ESG (Environmental, Social, and Governance) frameworks
  
• Understanding of renewable energy solutions and energy efficiency measures
  
• Experience working with Echo (operational system), Salesforce (CRM) and PowerBi or equivalent platforms
  

What's next?



Apply today, so we can make a difference for generations to come.



We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career.



We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles.



We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.



If you are successful in securing a new role or promotion within the company, any offer to you may be subject to the acceptance of standardised terms and conditions. These new terms and conditions may differ from your current contract, if you have any questions about how this might affect you, please don't hesitate to contact your line manager or the HR team.





Job Posting End Date:

What's next?

Apply today, so we can make a difference for generations to come.

We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career.

We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles.

We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.

Ready to find the right role for you?



Portfolio Manager (Municipal Waste)



Salary: Competitive per annum plus bonus, company car/cash allowance, medical cover and pension

Hours: Full time, Monday to Friday - 40 hours per week

Location: Westminster, London



When you see the world as we do, you see the chance to help the world take better care of its resources, and help it become a better place for everyone. It's why we're looking for someone who's just as committed as we are, to push for genuine change and bring our ambition of Ecological Transformation to life.

We know that everyone here at Veolia can help us work alongside our communities, look after the environment, and contribute to our inclusive culture.



What we can offer you;

• Eligible for an annual performance bonus
  
• Option to choose from a company car or car allowance
  
• Private medical cover
  
• 25 days of annual leave
  
• Access to our company pension scheme
  
• One paid days leave every year to volunteer and support your community
  
• Ongoing training and development opportunities, allowing you to reach your full potential
  

What you'll be doing;



We are seeking an exceptional Portfolio Manager to lead Westminster's multi-million pound commercial operation, driving strategic growth whilst delivering environmental excellence across our prestigious London portfolio.

• Strategically manage and develop Westminster Commercial Waste portfolio, ensuring alignment with Westminster City Council objectives.
  
• Drive portfolio growth through comprehensive oversight of sales, customer experience, communications, and service delivery excellence.
  
• Foster strategic partnerships with key stakeholders, including Business Improvement Districts (BIDs), local associations, and environmental organisations.
  
• Identify and capitalise on business development opportunities whilst maintaining exemplary client satisfaction.
  
• Provide expert consultancy on waste minimisation, environmental impact, and carbon footprint assessments.
  
• Spearhead strategic, multi-million pound partnerships with key commercial clients and Business Improvement Districts, driving innovative sustainability initiatives whilst fostering long-term growth and environmental excellence.
  
• Monitor and report on sustainability key performance indicators, including waste diversion rates and recycling performance.
  
• Lead and develop high-performing teams through effective coaching, training, and professional development.
  
• Ensure departmental compliance with organisational policies and procedures.
  
• Deliver budgeted revenues and profits whilst implementing growth strategies.
  
• Collaborate with Credit Control to maintain healthy debt management and resolve invoice queries promptly.
  

What we're looking for;



Essential:

• Demonstrated experience leading large (10+ direct reports), high-stakes teams in fast-paced environments with proven ability to manage turnover while maintaining excellence
  
• Knowledge of environmental legislation and compliance requirements.
  
• Experience in delivering sustainability consultancy and guidance to commercial clients.
  
• Experience in developing and implementing carbon reduction strategies
  
• Strong understanding of circular economy principles.
  
• Budget setting and finance reporting
  
• Demonstrated ability to create and present sustainability reports and proposals.
  
• Experience with managing and developing regional and key accounts.
  
• Proven experience in carbon footprint calculations and analysis
  
• Experience in developing and implementing carbon reduction strategies
  
• Excellent communication skills, oral, written and report writing
  
• Excellent influencing and negotiating skills
  
• Strong presentation skills and comfortable presenting in front of large groups of people
  

Desirable:

• Experience in working with Local Authority clients
  
• Experience in working with Operational teams and subsequent Collection services (Municipal and/or Commercial)
  
• Relevant environmental/sustainability qualifications
  
• Track record of implementing successful waste minimisation programs
  
• Knowledge of ESG (Environmental, Social, and Governance) frameworks
  
• Understanding of renewable energy solutions and energy efficiency measures
  
• Experience working with Echo (operational system), Salesforce (CRM) and PowerBi or equivalent platforms
  

What's next?



Apply today, so we can make a difference for generations to come.



We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career.



We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles.



We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.



If you are successful in securing a new role or promotion within the company, any offer to you may be subject to the acceptance of standardised terms and conditions. These new terms and conditions may differ from your current contract, if you have any questions about how this might affect you, please don't hesitate to contact your line manager or the HR team.





Job Posting End Date:

What's next?

Apply today, so we can make a difference for generations to come.

We're proud to have been named as one of The Sunday Times Best Places to Work for three consecutive years in 2023, 2024 and 2025. This consistent recognition reflects our commitment to our people, demonstrating that Veolia is not just transforming the environment, we're also transforming what it means to have a rewarding, purposeful career.

We're dedicated to supporting you throughout your application journey, offering adjustments where reasonable and appropriate. As a proud Disability Confident Employer, we will offer an interview to applicants with a disability or long-term condition who opt-in to the Disability Confident scheme, and meet the minimum criteria for our roles.

We're also committed to ensuring that all applicants and colleagues receive fair treatment without discrimination on any grounds, aiming to create a diverse and inclusive workplace where everyone can thrive.

Job Title: Portfolio Manager - Bridging & Development Finance

Location: North London - Hybrid, 1 day a week in the office.

Salary: Depending on experience, plus incentives linked to loan book arrears reduction

Hours: Monday to Friday 9:30am to 5.30pm

About the position of Portfolio Manager - Bridging & Development Finance:

Are you an experienced Portfolio Manager in Bridging & Development Finance? We're seeking a talented professional to take full ownership of a large loan portfolio at a growing bridging & development finance lender. This is a standalone role with substantial responsibility and significant potential, as the loan book continues to expand.

In this role, you will monitor and manage loan performance across a portfolio focused on residential and development-backed assets. Work directly with borrowers to implement structured solutions, including payment plans and term extensions. Handle complex workouts and coordinate with LPA receivers when enforcement becomes necessary. Play a key role in shaping the servicing and recovery strategy of a specialist bridging lender.

This opportunity has the potential to develop into a leadership position

Responsibilities for the role of Portfolio Manager - Bridging & Development Finance:

Loan Portfolio Management:

• Oversee the servicing of a diverse loan portfolio, ensuring accurate records and proactive monitoring of performance.
• Track arrears and defaults, implementing strategies to maintain portfolio quality and reduce risk.

Arrears & Recovery:

• Engage with borrowers in financial difficulty to agree on sustainable solutions such as payment plans or term extensions.
• Lead complex loan workouts and coordinate with LPA receivers where enforcement is necessary.
• Review and assess options for distressed loans, recommending the best outcomes for both business and borrower.

Compliance & Reporting:

• Ensure all activities meet regulatory and statutory requirements, maintaining accurate documentation at all times.
• Produce detailed MI reports and trend analysis to inform decision-making and improve servicing strategies.
• Conduct regular audits and implement quality assurance measures to maintain operational excellence.

Stakeholder & Third-Party Management:

• Build strong relationships with external partners, including valuation providers and legal representatives, ensuring adherence to SLAs and KPIs.
• Participate in governance meetings, preparing agendas and delivering updates on loan performance and recovery actions.

Experience and skills required for the role of Portfolio Manager - Bridging & Development Finance:

• Proven experience in special loan servicing, within bridging and development finance.
• Strong track record of managing distressed loans, arrears, and complex workouts, including handling enforcement and coordinating with LPA receivers.
• Solid understanding of loan portfolio management, including monitoring performance, identifying risk, and implementing recovery strategies.
• Experience producing and analysing management information (MI), trend analysis, and reporting to inform strategy and decision-making.
• Excellent negotiation and communication skills, with the ability to engage borrowers effectively and secure positive outcomes.
• Strong case management and documentation skills, ensuring regulatory and statutory compliance.
• Ability to build and manage relationships with third-party suppliers, legal representatives, and other stakeholders, ensuring SLA and KPI adherence.

For more information regarding the role of Portfolio Manager - Bridging & Development Finance, please contact us

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

• Develop and execute investment strategies aligned with client objectives and risk tolerances.
• Conduct thorough fundamental and macroeconomic research to identify investment opportunities across various asset classes.
• Construct and manage diversified investment portfolios, optimizing asset allocation and security selection.
• Monitor portfolio performance, conduct ongoing risk assessments, and make necessary adjustments to strategies.
• Engage directly with clients to understand their financial goals, provide investment advice, and report on portfolio performance.
• Collaborate with research analysts, traders, and other investment professionals to leverage market insights.
• Ensure compliance with all regulatory requirements, internal policies, and ethical standards.
• Stay informed about global economic trends, market developments, and regulatory changes affecting investment strategies.
• Develop and maintain strong relationships with clients, consultants, and industry contacts.
• Contribute to the firm's investment strategy discussions and product development initiatives.

• Bachelor's degree in Finance, Economics, Business, or a related field. A Master's degree or MBA is advantageous.
• Minimum of 5-7 years of progressive experience in portfolio management or a senior investment analyst role.
• Proven track record of successfully managing investment portfolios and achieving consistent, risk-adjusted returns.
• Deep understanding of financial markets, various asset classes (equities, fixed income, alternatives), and investment strategies.
• Strong analytical, quantitative, and critical thinking skills.
• Excellent communication, presentation, and interpersonal skills, with the ability to build rapport and trust with clients.
• Proficiency in financial modeling and portfolio analysis software.
• Professional designations such as CFA (Chartered Financial Analyst) are highly preferred.
• Demonstrated ability to work effectively in a team-oriented, high-pressure environment.
• Must hold relevant regulatory certifications or be eligible to obtain them.

Are you ready to shape the future of purpose-built student accommodation (PBSA) and residential investment at one of the UK's leading property groups?

Watkin Jones Group is seeking a dynamic, commercially astute Investment Portfolio Manager to take ownership of our on-balance sheet investments and drive value across a diverse, high-profile portfolio.

About the Role
This pivotal new position will o.

WHJS1_UKTJ

Portfolio Manager

Salary & Grade £44,111 per annum (pay award pending) Grade 8

Location Wellington House, Post Title Portfolio Manager

Hours Full time 37 hours per week

Tenure Permanent

If this post is advertised on a full-time basis, please note that the Combined Authority will consider requests for part-time working and/or job share. Please discuss your preferred working requirements with the manager at interview.

We currently have a vacancy for a Portfolio Manager to join our Portfolio Management Office.

The Portfolio Management Office is responsible for monitoring and reporting on portfolios of programmes and projects which the Combined Authority funds (annual budget circa £33m in 2025/26). The schemes are delivered directly by the Combined Authority or through one of our partner organisations (in the public and private sector). We use financial data and information on performance, progress, risks and issues to inform the management of our programmes and projects and inform the Combined Authority’s decision making processes.

The schemes that the Combined Authority promotes and funds cover a broad range such as infrastructure schemes covering transport, housing, regeneration, and clean growth, as well as digital connectivity and business support.

In 2021 the £1 bn devolution deal was secured for West Yorkshire. This meant the first Mayor of West Yorkshire was subsequently elected, with Tracy Brabin taking up the post in May 2021. The devolution deal and election of the Mayor has enabled us to start to drive up living standards for local communities while tackling the climate emergency and helping to deliver our commitment to become a net zero carbon city region by 2038.

It is an exciting time to be joining the Mayoral Combined Authority. We have a wide variety of impactful projects that we are working on which will help shape the West Yorkshire region. To find out more about the work the Combined Authority is involved with, take a look at our latest news stories.

It is important that you demonstrate how your breadth of experience, knowledge and skills align with the role when applying. We have therefore created comprehensive guidance for candidates, and you are strongly urged to read this before completing your application form. Please visit our Advice for Candidates webpage to find this guidance and further support in completing your application form.

Visit our 'Life at West Yorkshire Combined Authority' webpage to find out what our staff have to say about working here.

The Role

Reporting into the Portfolio Lead, your key responsibilities will include:

• Monitoring and analysis of a portfolio of programmes, to support delivery across the West Yorkshire Combined Authority and partners. 2
li>Support the Portfolio Lead with reporting on the performance of funding programmes as necessary through Combined Authority Governance processes, directly to external funding bodies and internally to Combined Authority officers.
• Management of individual project and programme finances including claims, income and ensuring compliance with the assurance framework, financial regulations, funding body and audit requirements. Please review the Role Profile for more information about the responsibilities. Please note the successful candidate may not be required to undertake any line management responsibilities.

About You
You will have the following key skills, attributes, education and experience:

• Educated or experienced to Degree level in a relevant field or relevant demonstrable practical experience.
li>Relevant and recent experience of managing a range of funding programmes.
• Proficient at data analysis, interpretation and manipulation.
• Experience of providing support and advice on complex issues.
• Understanding of programme and project management methodologies, including risk management and benefits realisation.

Our Offer
Alongside a competitive salary, we offer an excellent benefits package including:

li>Work your way – From flexible and agile working options, including a generous flexi-time scheme to help you balance your personal life and career. Time to recharge – Enjoy 28 days of annual leave (with increases based on length of service), plus all Bank Holidays. Free greener travel across West Yorkshire – Cover your commute sustainably with unlimited free bus and rail travel using the MCard (Zones 1–5).
• ecure your future – Benefit from a highly competitive Local Government Pension Scheme. 
Investing in you – Take advantage of fully funded professional development, regular training, and up to 3 paid volunteering days per year. < i>Grow with us – Incremental salary progression for most roles and annual cost of living increases. < i>Family first – We offer enhanced parental and bereavement leave, plus other family-friendly policies to support you when it matters most. Your wellbeing, our priority – Access 24/7 free confidential counselling services and the Headspace app for you and up to 5 family or friends. Modern workspace in a prime location – Work in bright, contemporary offices just a 2-minute walk from Leeds Train Station, fully equipped with the latest tech.

Take a look at our Employee Benefits webpage to find out more.

To Apply If this sounds like your next role, please complete the application form and tell us within the supporting statement why you would be a great fit for our role and how your skills, knowledge and experience align with the requirements under the ‘About You’ section of the advert and criteria within the Role Profile.

Please visit our Advice for Candidates webpage and review the guidance on this page for support in completing your application form. If you would like to discuss this role in more detail, please contact Ben Whitaker

Further Information Please note that whilst it is our policy to recruit at SP1 for all appointments, which is the salary stated above, each role includes career salary progression, with incremental increases applicable in most cases on an annual basis.

Due to the high volumes of applications we receive, unfortunately we are unable to respond to every applicant. If you have not heard from us within four weeks of the closing date, please assume that on this occasion your application has not been successful. We do however thank you for your application and encourage you to continue looking for roles on our Careers with Us website page.

Portfolio Manager

Salary & Grade £44,111 per annum (pay award pending) Grade 8

Location Wellington House, Post Title Portfolio Manager

Hours Full time 37 hours per week

Tenure Permanent

If this post is advertised on a full-time basis, please note that the Combined Authority will consider requests for part-time working and/or job share. Please discuss your preferred working requirements with the manager at interview.

We currently have a vacancy for a Portfolio Manager to join our Portfolio Management Office.

The Portfolio Management Office is responsible for monitoring and reporting on portfolios of programmes and projects which the Combined Authority funds (annual budget circa £33m in 2025/26). The schemes are delivered directly by the Combined Authority or through one of our partner organisations (in the public and private sector). We use financial data and information on performance, progress, risks and issues to inform the management of our programmes and projects and inform the Combined Authority’s decision making processes.

The schemes that the Combined Authority promotes and funds cover a broad range such as infrastructure schemes covering transport, housing, regeneration, and clean growth, as well as digital connectivity and business support.

In 2021 the £1 bn devolution deal was secured for West Yorkshire. This meant the first Mayor of West Yorkshire was subsequently elected, with Tracy Brabin taking up the post in May 2021. The devolution deal and election of the Mayor has enabled us to start to drive up living standards for local communities while tackling the climate emergency and helping to deliver our commitment to become a net zero carbon city region by 2038.

It is an exciting time to be joining the Mayoral Combined Authority. We have a wide variety of impactful projects that we are working on which will help shape the West Yorkshire region. To find out more about the work the Combined Authority is involved with, take a look at our latest news stories.

It is important that you demonstrate how your breadth of experience, knowledge and skills align with the role when applying. We have therefore created comprehensive guidance for candidates, and you are strongly urged to read this before completing your application form. Please visit our Advice for Candidates webpage to find this guidance and further support in completing your application form.

Visit our 'Life at West Yorkshire Combined Authority' webpage to find out what our staff have to say about working here.

The Role

Reporting into the Portfolio Lead, your key responsibilities will include:

• Monitoring and analysis of a portfolio of programmes, to support delivery across the West Yorkshire Combined Authority and partners. 2
li>Support the Portfolio Lead with reporting on the performance of funding programmes as necessary through Combined Authority Governance processes, directly to external funding bodies and internally to Combined Authority officers.
• Management of individual project and programme finances including claims, income and ensuring compliance with the assurance framework, financial regulations, funding body and audit requirements. Please review the Role Profile for more information about the responsibilities. Please note the successful candidate may not be required to undertake any line management responsibilities.

About You
You will have the following key skills, attributes, education and experience:

• Educated or experienced to Degree level in a relevant field or relevant demonstrable practical experience.
li>Relevant and recent experience of managing a range of funding programmes.
• Proficient at data analysis, interpretation and manipulation.
• Experience of providing support and advice on complex issues.
• Understanding of programme and project management methodologies, including risk management and benefits realisation.

Our Offer
Alongside a competitive salary, we offer an excellent benefits package including:

li>Work your way – From flexible and agile working options, including a generous flexi-time scheme to help you balance your personal life and career. Time to recharge – Enjoy 28 days of annual leave (with increases based on length of service), plus all Bank Holidays. Free greener travel across West Yorkshire – Cover your commute sustainably with unlimited free bus and rail travel using the MCard (Zones 1–5).
• ecure your future – Benefit from a highly competitive Local Government Pension Scheme. 
Investing in you – Take advantage of fully funded professional development, regular training, and up to 3 paid volunteering days per year. < i>Grow with us – Incremental salary progression for most roles and annual cost of living increases. < i>Family first – We offer enhanced parental and bereavement leave, plus other family-friendly policies to support you when it matters most. Your wellbeing, our priority – Access 24/7 free confidential counselling services and the Headspace app for you and up to 5 family or friends. Modern workspace in a prime location – Work in bright, contemporary offices just a 2-minute walk from Leeds Train Station, fully equipped with the latest tech.

Take a look at our Employee Benefits webpage to find out more.

To Apply If this sounds like your next role, please complete the application form and tell us within the supporting statement why you would be a great fit for our role and how your skills, knowledge and experience align with the requirements under the ‘About You’ section of the advert and criteria within the Role Profile.

Please visit our Advice for Candidates webpage and review the guidance on this page for support in completing your application form. If you would like to discuss this role in more detail, please contact Ben Whitaker

Further Information Please note that whilst it is our policy to recruit at SP1 for all appointments, which is the salary stated above, each role includes career salary progression, with incremental increases applicable in most cases on an annual basis.

Due to the high volumes of applications we receive, unfortunately we are unable to respond to every applicant. If you have not heard from us within four weeks of the closing date, please assume that on this occasion your application has not been successful. We do however thank you for your application and encourage you to continue looking for roles on our Careers with Us website page.

• 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.