Portfolio Management Specialist

Job Description

We're on the lookout for a Portfolio Management Specialist to join our Portsmouth office. The successful candidate will manage client portfolios, ensuring optimal investment strategies and performance metrics are met. You will work closely with clients and internal teams to provide exceptional service and strategic advice.

Responsibilities

• Oversee the daily management of client portfolios, ensuring alignment with their investment goals.
• Utilise financial modelling techniques to forecast investment outcomes.
• Draft comprehensive investment proposals and strategies for client presentations.
• Ensure all portfolio activities comply with regulatory requirements.
• Help develop marketing materials to promote portfolio management services.
• Conduct competitor analysis to inform service improvements.
• Participate in networking events to enhance the firm's presence in the investment community.

Requirements

Education

• Bachelor's degree in Finance or Business Administration
• Relevant certifications e.g. CFA or ACA

Experience

• 5+ years of experience in investment advisory or portfolio management

Technical Skills

• Portfolio Analysis
• Risk Management

Soft Skills

• Problem Solving
• Negotiation Skills

Certifications

• CFA Level II or equivalent

Languages

• English: Fluent

Advantageous

• Proven ability to generate new business opportunities: Track record in client acquisition and portfolio growth.
• Understanding of alternative investments: Knowledge in hedge funds, private equity, or real estate investments.

Benefits

• Generous annual leave policy
• Access to professional development resources
• Health and wellness programs
• Supportive and inclusive company culture

Company Culture

• Innovation: We're committed to encouraging creative thinking and new ideas.
• Client Focused: Our clients are at the heart of everything we do. We strive to exceed their expectations.
• Community Engagement: We actively participate in community initiatives and encourage our employees to volunteer.