Portfolio Manager

Job Description

Duties include:
Preparation of high quality investment reports within agreed timescales
Management of investment portfolios invested in accordance with individual client parameters/restrictions and ensuring in line with Group guidelines
Organisation and management of client meetings
Attendance and appropriate input at internal investment and strategy meetings
Client relationship management and dealing with ad-hoc queries
Research and analysis of a broad range of investment assets and the generation of ideas for the enhancement of investment/portfolio performance
Generating new client flows and increasing assets under management from existing client bank
Supporting and generating the office’s new business and marketing efforts

Skills and experience required:
Must have at least 3 years industry experience managing private client and/or institutional portfolios
Must be qualified to at least MCSI level (or equivalent), or be in the process of attaining such qualification
Must have a research-based background and the ability to understand and apply such skills to provide recommendations on a broad range of direct and fund-based investments including international equity, fixed income and alternative assets
An ability to prepare and deliver written and verbal investment reports to clients in a confident, clear and concise manner
Sound working knowledge of the Microsoft Office package, generation/maintenance of performance data using Excel and electronic data record keeping
An ability to work without supervision and adhere to rigid timescales
Desire and ability to build external professional and private client networks
Able to work within a team and interact with all levels, including Directors
Ability to train and manage junior members of staff, as required