Senior Portfolio Manager

Job Description

Duties include:
Ensure that high quality investment reports for institutional and private clients are prepared and delivered within agreed timescales
Regular monitoring of the department investment mandates, to ensure they are invested in accordance with individual client parameters and restrictions and that they are in line with Group guidelines
Attendance at Investment meetings with clients, as required
Client liaison and dealing with ad-hoc queries
Contribute effectively to internal investment meetings as required
Supporting new business and marketing with a view to obtaining new mandates

Skills and experience required:
Preferably at least 10 years industry experience managing institutional and/or High Net Worth portfolios
Qualified to at least Chartered FCSI level (or equivalent). A minimum of Level 4 in respect of Private Client qualification would also be preferable
Must have a research-based background and to apply such skills to provide recommendations on a broad range of investment products, including international equities, fixed income and derivatives
An ability to prepare high quality written investment reports to institutional clients
An ability to present at formal client meetings Group investment policy and opinions in a clear and concise manner