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Portfolio Management

  • Salary: £50000 - £60000 per annum
  • Location: Birmingham, West Midlands
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    30 Sep 2020
  • Job reference: 34638

A growing and ambitious national IFA firm with over 15 regional offices across the UK and over 200 IFAs and named on the The London Stock Exchange as a 'Company to Inspire Britain'.

The role will be responsible for the oversight, development, management and delivery of a high quality portfolio management service, on both an advisory and discretionary basis, whilst meeting the requirements of the firm's investment service propositions, assessing and managing risk successfully in the delivery of suitable investment outcomes for the customers.
Support, develop and contribute to Investment governance including but not limited to the investment committee any sub committee's and other entities of the financial group.

Duties will include:

  • Responsible for the oversight and delivery of a high-quality portfolio management service (both discretionary and advisory) that meets the requirements' of the investment service proposition's
  • Ensure that our customers remain at the centre of the services and that they are treated fairly at all times
  • Responsible for the design, delivery and monitoring of a suite of appropriate metrics designed to measure the efficiency, effectiveness and risks attaching to each member of the team
  • Manage the performance of team members through group, individual and other strategies designed to deliver our services successfully
  • Responsible for regulatory oversight and management of team and others allotted, through training and competence scheme and other relevant company procedures
  • Identification and delivery of training needs and general housekeeping responsibilities, ensuring that productively targets are met on an individual and team basis
  • Direct supervision and responsibility for all portfolio managers designated, the dealing teams across the group and any other activities agreed as a part of the role
  • Develop knowledge and expertise across all platforms in order to ensure the efficient delivery of portfolio management and dealing services
  • Participation as required in the design, construction and distribution of risk graded portfolio models with different objectives (income, growth, passive, active, blended, ethical, ESG etc…)
  • Participation in the writing, design and delivery of investment and portfolio commentary including the use of video on investment markets where requested
  • Participation and where required organisation of investment committee meetings across the group including voting where required
  • Participation where required in client facing meetings to assist advisers in the promotion of investment philosophy and portfolio services



Experience, Knowledge and Qualifications:

  • Advanced knowledge of all the financial markets, including direct investments and collective investment schemes/funds
  • Qualification to level-6 in investment management or other appropriate area
  • Detailed 'user' knowledge of Pershing's Nexus and Nexus Complete Software Systems
  • Compliance and regulatory knowledge of portfolio management and order execution
  • Knowledge of internal compliance policies
  • Level 6 QCA Financial Markets Qualification

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