Investment Portfolio Manager

Job Description

We are seeking an experienced Investment Portfolio Manager to join our dynamic team in Portsmouth. The successful candidate will be responsible for managing client portfolios, developing investment strategies, and providing expert financial advice to enhance asset performance.

Responsibilities

• Manage and oversee client investment portfolios.
• Conduct portfolio reviews and rebalancing as necessary.
• Collaborate with financial advisors to align investment goals with client expectations.
• Research and analyse market conditions to inform investment strategies.
• Provide recommendations for investment funds and financial products.
• Prepare detailed reports and performance evaluations for clients.
• Maintain strong relationships with clients through regular communication.
• Assist in developing and executing the firm's investment philosophy.

Requirements

Education

• Bachelor's degree in Finance, Business Administration, or related field
• Professional designations such as CFA or MBA preferred

Experience

• 5+ years in investment banking or asset management

Technical Skills

• Investment Strategy Development
• Performance Analysis

Soft Skills

• Problem-solving
• Negotiation Skills

Certifications

• Certified Investment Management Analyst (CIMA)
• Financial Risk Manager (FRM)

Languages

• English: Fluent

Advantageous

• Understanding of ESG Investing: Experience incorporating ESG factors into investment decision-making.
• Familiarity with Regulatory Compliance: Knowledge of compliance requirements within the investment banking sector.

Benefits

• Attractive remuneration package with bonus potential
• Extensive health and wellness benefits
• Generous leave policies
• Continuous learning and career advancement support

Company Culture

• Innovative Thinking: We value creative problem-solving and encourage innovation in our work.
• Open Communication: We foster an open communication culture where everyone’s voice matters.