Portfolio Manager


This vacancy is now closed


Do you have CISI Level 4?


Are you part CISI Level 4 qualified and keen to not only complete this but have it paid for?

Do you want to be paid to achieve Level 7? 

Do you enjoy being the brains behind the scenes?

Would you describe yourself as an Excel guru?

If you can easily answer yes to the above, then this Portfolio Manager role will play to your innate strengths. Without question a varied role, your support ensures the team keep the client at the centre of decisions.  

  • In a nutshell, albeit a very large nutshell (!) you will support with the day to day management of client portfolios ensuring compliance within asset allocation, risk budgets and portfolio construction.
  • This role partners with Investment Managers and Relationship Managers to offer a methodical approach and an extra layer of critical thinking to ensure that each client achieves their financial goals.
  • The Hiring Manager is keen find someone who understands investments and think about the potential ripple effect of making decisions. The team are keen to work with someone who takes a ‘helicopter view’ but then happily moves to action.

Attributes the team are hoping you have and they can capitalise on would be someone describes themselves as analytical, adaptable and a problem solver who is solutions focused.