Portfolio Manager

Overview:

A well-known investment firm is looking for portfolio manager, working alongside investment managers to focus on working with clients to help them invest responsibly in a way that is aligned with their investment goals.

Main responsibilities:

• Provide high quality, professional fund management services and advice to investment managers for private client, charities etc.


• Liaise closely with the team's investment managers and other fund managers/stakeholders across the business.


• Keep abreast of regulatory, operational and administrative procedures.


• Contribute to investment decision-making.


• Construct portfolios using a range of asset classes to meet investment objectives.


• Implement timely and appropriate changes to investment portfolios.

Key requirements:

• Qualification: CFA or L7 CISI, knowledge in ESG investing.


• Programming/coding skills would be advantageous.


• Experience in key asset classes (fixed income, equity) as well as pooled funds and market conventions e.g. liquidity, lot sizes, market opening.


• Understanding of Bloomberg and portfolio trading/fund accounting systems.


• An understanding of portfolio construction theory.


• Flexible attitude to work in response to changing workloads and deadlines within the team.


• Excellent communication skills in order to interact effectively with team members, clients and client relationship managers.