Portfolio Manager

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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