167 Private Wealth Management Companies jobs in the United Kingdom

We are supporting a leading organisation in the appointment of a Portfolio Management Officer within their centralised transformation function.

This role will be dedicated to managing an enterprise-wide transformation portfolio, ensuring governance, prioritisation, and value delivery across a variety of programmes and initiatives. Acting as a gatekeeper for quality assurance throughout the project lifecycle, you will work closely with colleagues across the business to support robust business cases, cost/benefit analysis, and successful adoption of change.

• Maintaining and quality-controlling the integrated transformation roadmap.
• Supporting governance through stage gate processes and business planning.
• Preparing portfolio reporting and governance materials.
• Challenging assumptions on costs/benefits to ensure sound decision-making.
• Identifying and managing dependencies and risks across initiatives.
• Building strong cross-functional relationships to support project success.
  
  

You will have experience in PMO and/or portfolio planning, strong communication and stakeholder management skills, and the ability to work independently in a fast-paced environment. Proficiency in MS Office is essential, with knowledge of PPM tools, Agile/Waterfall methodologies, and business case development desirable.

This is an excellent opportunity to play a pivotal role in shaping portfolio governance and contributing to the success of a high-profile transformation function within a collaborative and forward-thinking organisation.

• 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.

• Annual salary of 90,000 - 100,000
• Bonus and company equity plan
• Company pension
• Life insurance
• Income protection
• Healthcare

• 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.

• 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.

• Annual salary of 90,000 - 100,000
• Bonus and company equity plan
• Company pension
• Life insurance
• Income protection
• Healthcare

• 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.

• Conduct thorough research and due diligence on potential investment opportunities across various asset classes.
• Develop and maintain sophisticated financial models for valuation, forecasting, and scenario analysis.
• Monitor and analyze market trends, economic indicators, and industry developments impacting investment portfolios.
• Prepare detailed investment research reports, memos, and presentations for senior management.
• Assist in the construction and rebalancing of investment portfolios based on strategic objectives and risk tolerance.
• Track portfolio performance, identify performance drivers, and recommend adjustments.
• Collaborate with portfolio managers and other analysts to formulate investment strategies.
• Stay abreast of regulatory changes and their potential impact on investment strategies.
• Maintain an extensive database of market data and company information.

• A Bachelor's or Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Professional qualifications such as CFA (passed or in progress) are highly advantageous.
• A minimum of 3-5 years of experience in investment analysis, portfolio management, or a related financial services role.
• Proven experience with financial modeling, valuation techniques, and statistical analysis.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
• Excellent quantitative, analytical, and problem-solving skills.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• Demonstrated ability to work independently, manage time effectively, and meet tight deadlines in a remote setting.
• Knowledge of fixed income, equities, and alternative investments is essential.

• Perform comprehensive financial analysis of public and private companies, industries, and macroeconomic trends.
• Develop financial models, valuation analyses, and investment projections to support decision-making.
• Research and identify potential investment opportunities across various asset classes.
• Monitor and analyze the performance of existing investment portfolios, identifying risks and opportunities.
• Contribute to the formulation and refinement of portfolio investment strategies.
• Prepare detailed investment research reports, presentations, and recommendations for senior management and investment committees.
• Stay abreast of market developments, regulatory changes, and industry best practices.
• Collaborate with portfolio managers to execute investment strategies and manage asset allocation.
• Conduct due diligence on potential investments, including quantitative and qualitative assessments.
• Communicate investment insights and portfolio performance to stakeholders effectively.
• Ensure compliance with all relevant financial regulations and internal policies.
• Mentor and guide junior analysts, fostering their development.

• Bachelor's or Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Chartered Financial Analyst (CFA) designation or progress towards it is highly preferred.
• Minimum of 5 years of relevant experience in investment analysis, portfolio management, or equity research.
• Strong proficiency in financial modeling, valuation techniques, and statistical analysis.
• Deep understanding of financial markets, investment instruments, and economic principles.
• Excellent analytical, critical thinking, and problem-solving skills.
• Exceptional written and verbal communication skills, with the ability to present complex information clearly.
• Proficiency in financial databases and analytical software (e.g., Bloomberg, Refinitiv Eikon, FactSet).
• High level of integrity and ethical conduct.
• Ability to work effectively in a team environment and under pressure.

• Conduct comprehensive financial analysis and due diligence on potential investments, including equities, fixed income, and alternative assets.
• Develop and maintain sophisticated financial models to forecast company performance, valuation, and market scenarios.
• Monitor existing portfolio holdings, track performance against benchmarks, and identify areas for adjustment or optimization.
• Prepare detailed investment research reports, presentations, and recommendations for portfolio managers and investment committees.
• Stay informed about macroeconomic trends, industry developments, and geopolitical events that may impact investment strategies.
• Collaborate with portfolio managers to implement investment strategies and execute trades.
• Assess and manage investment risks, ensuring portfolios align with client objectives and risk tolerance.
• Maintain relationships with external research providers, company management teams, and industry contacts.
• Assist in the preparation of client reports and performance reviews.
• Contribute to the development of new investment products and strategies.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Minimum of 5 years of relevant experience in investment analysis, portfolio management, or equity research.
• Strong proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg Terminal).
• Excellent understanding of various asset classes, financial markets, and investment principles.
• Demonstrated ability to conduct thorough qualitative and quantitative research.
• Strong written and verbal communication skills, with the ability to present complex information clearly and concisely.
• CFA designation or progress towards it is highly preferred.
• Ability to work effectively both independently and as part of a collaborative team.
• High level of attention to detail and accuracy.
• Adaptability and willingness to learn in a fast-paced financial environment.

• Conduct in-depth research and analysis of financial markets, economic trends, and investment opportunities across various asset classes.
• Develop and implement investment strategies for client portfolios, aligning with their risk tolerance, financial goals, and time horizons.
• Monitor and manage client portfolios on an ongoing basis, making timely adjustments to asset allocation and security selection.
• Perform quantitative analysis, including financial modeling, valuation, and risk assessment, to support investment decisions.
• Prepare detailed investment reports, performance reviews, and presentations for clients and internal stakeholders.
• Collaborate closely with relationship managers to understand client needs and provide expert investment advice.
• Stay abreast of industry best practices, regulatory changes, and emerging investment products.
• Contribute to the development of new investment products and strategies.
• Ensure compliance with all regulatory requirements and internal policies.
• Mentor and guide junior analysts, sharing knowledge and fostering professional development.
• Utilize advanced financial software and analytical tools to support research and decision-making.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field. A Master's degree or CFA charter is highly preferred.
• A minimum of 5-7 years of progressive experience in investment analysis, portfolio management, or a related financial services role.
• Demonstrated expertise in asset allocation, security analysis, and risk management.
• Strong quantitative and analytical skills, with proficiency in financial modeling and valuation techniques.
• Excellent understanding of capital markets, economics, and various investment vehicles.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
• Exceptional communication, presentation, and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
• High level of attention to detail and accuracy.
• Strong ethical judgment and commitment to fiduciary responsibility.

• Conduct in-depth fundamental and quantitative research on potential investment opportunities across various asset classes (equities, fixed income, alternatives).
• Develop complex financial models to forecast company performance, valuation, and potential returns.
• Analyze market trends, economic data, and geopolitical events to inform investment strategies.
• Monitor existing portfolio holdings, assess performance, and identify areas for rebalancing or adjustment.
• Prepare detailed investment recommendations and present findings to portfolio managers and investment committees.
• Assess and manage investment risks, ensuring alignment with the firm's risk appetite.
• Collaborate with portfolio managers to implement investment strategies and ensure optimal asset allocation.
• Stay abreast of industry best practices, regulatory changes, and new investment technologies.
• Maintain comprehensive records of research, analysis, and investment decisions.
• Contribute to the development of new investment products and strategies.

• Master's degree in Finance, Economics, Mathematics, or a related quantitative field.
• CFA charter holder or progress towards the charter strongly preferred.
• Minimum of 5-7 years of experience in investment analysis, portfolio management, or a related financial role.
• Expertise in financial modeling, valuation techniques, and statistical analysis.
• Proficiency with financial data platforms such as Bloomberg, Refinitiv, etc.
• Strong understanding of portfolio theory and risk management principles.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts.
• Proven ability to work independently, manage multiple priorities, and meet strict deadlines in a remote setting.
• High level of integrity and a strong ethical compass.