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Portfolio Manager

  • Salary: £40000 - £50000 per annum
  • Location: Manchester, Greater Manchester
  • Sector: Investment Analysis
  • Job type: Permanent
  • Date posted:
    16 Dec 2020
  • Job reference: 34797

My client is a UHNW wealth and investment firm and they are currently looking for an experienced and qualified Portfolio Manager/Investment Analyst to join their firm in Manchester.

Activities and tasks:

  • Research into asset allocation and fund selection
  • Manage portfolios in line with agreed mandates
  • Implement portfolio changes as agreed by the investment team
  • Performance monitoring and reporting
  • Support CIO in building a multi-asset class fund management solution
  • Support client Partners with presentations

Relationships:

  • Internal
    • CIO
    • Board members
    • Client Partners
  • External
    • Custodians
    • Fund Managers
    • Clients

Person specification:

  • Able to demonstrate excellent and creative analytical abilities
  • Post-graduation work experience within a buy side asset management position preferred
  • Confident, self-assured, articulate, able to work under pressure and excellent inter personal skills
  • Able to work on own initiative, consistency of approach, efficient, able to exercise sound judgement
  • Adaptable/flexible to meet the demands of the job, often at short notice
  • Familiar with financial packages (Bloomberg, FE Analytics), or have demonstrated the capability to learn quickly
  • Competent with Excel
  • Level 4 qualified

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