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Portfolio Manager

  • Salary: Negotiable
  • Location: Harrogate, North Yorkshire
  • Sector: Investment Management
  • Job type: Permanent
  • Date posted:
    26 Nov 2019
  • Job reference: 33582

My client is currently looking for an experience Portfolio Manager to join their firm in Harrogate.

Reporting to the Investment Director, the role consists of;

  • The formulation and implementation of the portfolios investment strategies
  • Asset/sector/fund idea generation and analysis
  • Qualitative and quantitative due diligence of funds and overall portfolios
  • Analysing market and portfolio risks
  • Driving investment research
  • Meeting clients with their Financial Advisers where appropriate
  • Attend Fund Manager and economist meetings on an ongoing basis
  • Formulate qualitative and quantitative due diligence of funds and overall portfolios
  • Involved in communication of portfolio strategies and performance updates to staff and clients
  • Portfolio and product panel risk monitoring
  • Risk monitoring of full range of portfolios in line with volatility tolerances
  • Identify with investment department (ID) each month any specific research (assets/sectors/funds) to target for review in addition to normal existing portfolio analysis
  • Proactively arrange Fund Manager meetings/sector analysis for presentation to investment team
  • Statistical analysis from Morningstar using existing templates for sector/fund analysis
  • Comparison with existing portfolio funds and any other funds considered
  • Qualitative information - (Manager process/views/rationale for periods of out-performance/under-performance
  • Quarterly asset allocation
  • Quarterly portfolio/fund in focus

Person specification:

  • IMC/CFA qualification
  • Qualifications in business studies, management, statistics, finance, mathematics, accounting or economics


  • Experience in portfolio strategy, planning and financial analysis
  • Passionate about formulating portfolio strategies to deliver client objectives
  • First class communication skills, with the ability to work collaboratively and professionally with both internal members of staff and external clients as well as confident presentation skills
  • Strong financial/analytical skills along with experience in financial modelling
  • Proficient and practical commercial experience
  • The ability to interpret both qualitative and quantitative data research data
  • A forward thinker - identify trends, risks and opportunities regarding investments

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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