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Portfolio Manager

Job LocationManchester
EducationNot Mentioned
Salary£40,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

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
  • 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. Required skills
  • Financial Services
  • Investments
  • Investment Analysis
  • Portfolio Manager
  • Investment Analyst
  • Keyskills :
    Financial Services Investments Investment Analysis Ptfolio Manager Investment Analyst

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