215 Private Wealth Management Companies jobs in the United Kingdom
Associate Director - Portfolio Management
Posted 18 days ago
Job Viewed
Job Description
With a competitive salary ranging from 90,000 to 100,000, plus bonus and company equity plan, this role offers a fantastic package. You'll also enjoy benefits such as a company pension, life insurance, income protection, and healthcare. It's a chance to make a significant impact while enjoying the rewards of your hard work.
Our client is a well-established real estate finance lender, dedicated to providing bespoke funding solutions to SME and mid-market developers. With a strong presence in the UK, they are committed to fostering growth and innovation within the real estate finance industry.
As an Associate Director - Portfolio Management, your responsibilities will include:
- Overseeing loan portfolios to ensure alignment with risk appetite and investment strategy.
- Monitoring and mitigating risks associated with borrower defaults.
- Conducting financial analysis and modelling to assess loan performance.
- Preparing detailed reports on portfolio performance for senior management.
- Collaborating on strategy development for portfolio growth.
- Maintaining relationships with clients and stakeholders.
- Leading and mentoring junior team members.
- Participating in credit assessments and recommending decisions.
- Collaborating with underwriting, collections, and compliance teams.
- Utilising portfolio management software for data analysis.
- Staying informed on industry trends and regulatory changes.
Package and Benefits:
The Associate Director - Portfolio Management role comes with an attractive package:
- Annual salary of 90,000 - 100,000
- Bonus and company equity plan
- Company pension
- Life insurance
- Income protection
- Healthcare
The ideal candidate for the Associate Director - Portfolio Management role should have:
- Extensive experience in real estate financing, particularly in private equity.
- Strong commercial acumen and operational discipline.
- Attention to detail for identifying potential risk issues.
- In-depth regulatory knowledge and understanding of financial laws.
- Effective communication skills for guidance and training.
- High ethical standards for unbiased compliance practices.
If you're interested in roles like Portfolio Manager, Risk Manager, Credit Risk Analyst, Real Estate Finance Manager, or Loan Portfolio Analyst, this Associate Director - Portfolio Management position could be the perfect fit for you. It's an opportunity to leverage your skills and experience in a dynamic and rewarding environment.
Don't miss out on this fantastic opportunity to advance your career as an Associate Director - Portfolio Management with our client. If you're ready to make a significant impact and enjoy a rewarding package, we want to hear from you!
Associate Director - Portfolio Management
Posted today
Job Viewed
Job Description
With a competitive salary ranging from 90,000 to 100,000, plus bonus and company equity plan, this role offers a fantastic package. You'll also enjoy benefits such as a company pension, life insurance, income protection, and healthcare. It's a chance to make a significant impact while enjoying the rewards of your hard work.
Our client is a well-established real estate finance lender, dedicated to providing bespoke funding solutions to SME and mid-market developers. With a strong presence in the UK, they are committed to fostering growth and innovation within the real estate finance industry.
As an Associate Director - Portfolio Management, your responsibilities will include:
- Overseeing loan portfolios to ensure alignment with risk appetite and investment strategy.
- Monitoring and mitigating risks associated with borrower defaults.
- Conducting financial analysis and modelling to assess loan performance.
- Preparing detailed reports on portfolio performance for senior management.
- Collaborating on strategy development for portfolio growth.
- Maintaining relationships with clients and stakeholders.
- Leading and mentoring junior team members.
- Participating in credit assessments and recommending decisions.
- Collaborating with underwriting, collections, and compliance teams.
- Utilising portfolio management software for data analysis.
- Staying informed on industry trends and regulatory changes.
Package and Benefits:
The Associate Director - Portfolio Management role comes with an attractive package:
- Annual salary of 90,000 - 100,000
- Bonus and company equity plan
- Company pension
- Life insurance
- Income protection
- Healthcare
The ideal candidate for the Associate Director - Portfolio Management role should have:
- Extensive experience in real estate financing, particularly in private equity.
- Strong commercial acumen and operational discipline.
- Attention to detail for identifying potential risk issues.
- In-depth regulatory knowledge and understanding of financial laws.
- Effective communication skills for guidance and training.
- High ethical standards for unbiased compliance practices.
If you're interested in roles like Portfolio Manager, Risk Manager, Credit Risk Analyst, Real Estate Finance Manager, or Loan Portfolio Analyst, this Associate Director - Portfolio Management position could be the perfect fit for you. It's an opportunity to leverage your skills and experience in a dynamic and rewarding environment.
Don't miss out on this fantastic opportunity to advance your career as an Associate Director - Portfolio Management with our client. If you're ready to make a significant impact and enjoy a rewarding package, we want to hear from you!
Investment Analyst - Portfolio Management
Posted 3 days ago
Job Viewed
Job Description
Key Responsibilities:
- Conduct in-depth research and analysis of various asset classes, industries, and individual securities.
- Develop complex financial models to forecast company performance and valuation.
- Perform due diligence on potential investments and present findings and recommendations to the investment committee.
- Monitor and analyze the performance of existing portfolio holdings, identifying trends and risks.
- Assist in the construction and rebalancing of investment portfolios based on market conditions and client objectives.
- Prepare comprehensive investment reports, presentations, and market commentary.
- Stay current with economic news, market developments, and regulatory changes impacting financial markets.
- Collaborate with trading desks and other financial professionals to execute investment strategies.
- Ensure compliance with all relevant financial regulations and internal policies.
- Contribute to the refinement of investment strategies and risk management frameworks.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree or CFA charter (or progress towards it) is highly desirable.
- Minimum of 3 years of experience in investment analysis, equity research, or portfolio management within the financial services industry.
- Strong proficiency in financial modelling, valuation techniques, and statistical analysis.
- Excellent analytical and critical thinking skills with a keen eye for detail.
- Familiarity with various financial databases (e.g., Bloomberg, Refinitiv) and analytical tools.
- Effective written and verbal communication skills, with the ability to present complex information clearly and concisely.
- Ability to work effectively under pressure and meet tight deadlines.
- Team player with a strong work ethic and commitment to professional development.
- Knowledge of fixed income, equities, derivatives, and alternative investments is a plus.
Investment Analyst - Portfolio Management
Posted 3 days ago
Job Viewed
Job Description
Key Responsibilities:
- Conduct comprehensive financial and fundamental analysis of public and private companies.
- Research and evaluate investment opportunities across equities, fixed income, and alternative assets.
- Develop financial models to forecast company performance and valuation.
- Monitor macroeconomic trends and their potential impact on investment portfolios.
- Assist in the construction and management of investment portfolios, aligning with client objectives and risk tolerances.
- Track and analyze portfolio performance, identifying drivers of returns and risks.
- Prepare investment research reports, memos, and presentations for internal review and client communication.
- Collaborate with portfolio managers to execute trades and manage asset allocations.
- Stay abreast of regulatory changes and market developments impacting the investment industry.
- Maintain a thorough understanding of the firm's investment philosophy and process.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Relevant professional qualifications such as CFA (or progress towards), ACCA, or CIMA are highly desirable.
- 2-4 years of experience in investment analysis, portfolio management, or a related financial role.
- Strong proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg Terminal).
- Excellent understanding of financial markets, investment strategies, and risk management.
- Strong written and verbal communication skills, with the ability to present complex information clearly.
- Ability to work effectively in a hybrid team environment in **Wolverhampton, West Midlands, UK**.
- High level of attention to detail and accuracy.
Investment Analyst - Portfolio Management
Posted 3 days ago
Job Viewed
Job Description
Your core responsibilities will include conducting fundamental and quantitative analysis of financial markets, equities, bonds, and other investment vehicles. You will assist portfolio managers in constructing and rebalancing portfolios, monitoring investment performance, and preparing comprehensive reports for clients and internal stakeholders. The ideal candidate will possess strong financial modelling skills, a solid understanding of investment principles, and the ability to interpret complex economic data. You must be highly proficient with financial databases and analytical software. Excellent written and verbal communication skills are crucial for presenting findings and recommendations clearly and concisely. A diligent work ethic and a commitment to maintaining the highest professional standards are paramount.
Qualifications:
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
- Minimum of 3-5 years of experience in investment analysis, portfolio management, or a similar financial role.
- Strong analytical and quantitative skills, with proficiency in financial modelling and valuation techniques.
- In-depth knowledge of capital markets, financial instruments, and investment strategies.
- Experience using financial data platforms (e.g., Bloomberg, Refinitiv Eikon).
- Excellent communication and presentation skills, capable of articulating complex financial concepts.
- CFA charterholder or progress towards the CFA designation is highly desirable.
- Ability to work effectively in a fast-paced, team-oriented environment.
- Detail-oriented with a high degree of accuracy.
- Must be eligible to work in the UK and able to work full-time from our Leeds office.
This is an excellent opportunity for a talented analyst to grow their career within a leading financial firm, contributing to significant investment decisions and client success within a collaborative and dynamic office environment.
Investment Analyst - Portfolio Management
Posted 3 days ago
Job Viewed
Job Description
Investment Analyst - Portfolio Management
Posted 3 days ago
Job Viewed
Job Description
The ideal candidate will possess a robust understanding of financial markets, investment principles, and various asset classes. Strong quantitative and analytical skills are essential, along with proficiency in financial modelling and data analysis tools. You will be responsible for preparing investment research reports, conducting valuation analyses, and monitoring portfolio performance. Collaboration with portfolio managers, research analysts, and trading teams will be a key aspect of this role. Excellent communication and presentation skills are required to articulate investment recommendations clearly and concisely. A commitment to continuous learning and staying abreast of market dynamics is paramount for success in this challenging and rewarding position.
Key Responsibilities:
- Conduct in-depth fundamental analysis of companies, industries, and economies.
- Develop and maintain financial models to support investment recommendations.
- Research and evaluate potential investment opportunities across various asset classes.
- Monitor portfolio performance and identify any deviations from objectives.
- Prepare comprehensive investment research reports and presentations.
- Assist portfolio managers in constructing and managing investment portfolios.
- Stay informed about market trends, economic events, and regulatory changes.
- Contribute to team meetings and investment strategy discussions.
- Ensure compliance with regulatory requirements and internal policies.
- Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
- 1-3 years of experience in investment analysis, portfolio management, or a related financial services role.
- Strong understanding of financial markets, investment principles, and valuation techniques.
- Proficiency in financial modelling and data analysis software (e.g., Excel, Bloomberg).
- Excellent analytical, quantitative, and problem-solving skills.
- Strong written and verbal communication skills.
- Ability to work independently and as part of a collaborative team.
- Progress towards CFA designation is a plus.
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Senior Investment Analyst - Portfolio Management
Posted today
Job Viewed
Job Description
Responsibilities:
- Conduct comprehensive financial analysis, economic research, and market trend analysis to identify investment opportunities.
- Develop and maintain financial models to evaluate investment performance, risks, and potential returns.
- Assist in the formulation and execution of investment strategies across various asset classes.
- Monitor portfolio performance, conduct attribution analysis, and provide regular reports to senior management and clients.
- Perform due diligence on potential investments, including qualitative and quantitative assessments.
- Collaborate with portfolio managers to rebalance portfolios and manage asset allocation according to investment mandates.
- Stay informed about regulatory changes and market developments that may impact investment strategies.
- Prepare investment recommendations, presentations, and reports for internal stakeholders and client meetings.
- Ensure compliance with all relevant regulations and internal policies.
- Develop and maintain strong relationships with external research providers and industry contacts.
- Utilise financial databases and analytical software to gather and interpret data.
- Support the development of new investment products and strategies.
- Proven experience in investment analysis, portfolio management, or a related financial role.
- Strong understanding of financial markets, investment principles, and various asset classes (equities, fixed income, alternatives).
- Advanced proficiency in financial modeling, valuation techniques, and statistical analysis.
- Excellent analytical and critical thinking skills.
- Strong knowledge of financial databases and analytical tools (e.g., Bloomberg, Refinitiv Eikon).
- Relevant professional qualifications (e.g., CFA, IMC) are highly desirable.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- Ability to work independently and as part of a team in a fast-paced environment.
- High level of attention to detail and accuracy.
- Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
Senior Investment Analyst - Portfolio Management
Posted 1 day ago
Job Viewed
Job Description
Key Responsibilities:
- Conduct in-depth fundamental analysis of equities, fixed income, and alternative investments.
- Develop and maintain sophisticated financial models for valuation and forecasting.
- Monitor portfolio performance, identify risks, and recommend tactical adjustments.
- Research macroeconomic trends and their impact on various asset classes.
- Prepare detailed investment research reports and client presentations.
- Collaborate with portfolio managers to define investment strategies and objectives.
- Engage in due diligence processes for potential new investments.
- Stay informed about regulatory changes and market developments affecting the financial industry.
- Mentor junior analysts and contribute to the team's knowledge base.
Qualifications:
- Master's degree in Finance, Economics, or a related quantitative field.
- CFA charterholder or progress towards designation highly desirable.
- Minimum of 5 years of experience in investment analysis, portfolio management, or a related finance role.
- Proficiency in financial modeling software and data analytics tools (e.g., Bloomberg, FactSet, Excel VBA).
- Strong understanding of various investment instruments and financial markets.
- Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
- High level of attention to detail and accuracy.
- Demonstrated ability to work independently and as part of a team.
Senior Investment Analyst, Portfolio Management
Posted 1 day ago
Job Viewed