Portfolio Development Advisor

Job Description

We are seeking a dynamic Portfolio Development Advisor to enhance our investment banking services in Portsmouth. You will focus on building and managing client portfolios, while also identifying new business opportunities to drive growth.

Responsibilities

• Lead client meetings to discuss portfolio performance and investment strategies.
• Identify potential risks in client portfolios and devise mitigation strategies.
• Prepare comprehensive reports and presentations for both clients and internal stakeholders.
• Facilitate communication between clients and investment analysts to ensure transparency.

Requirements

Education

• Bachelor's degree in Economics or a related field
• Master's degree in Finance preferred

Experience

• 5+ years of experience in investment banking or financial services

Technical Skills

• Portfolio Management
• Market Research

Soft Skills

• Team Leadership
• Negotiation

Certifications

• FRM (Financial Risk Manager)
• ACCA (Association of Chartered Certified Accountants)

Languages

• English: Fluent

Advantageous

• Familiarity with software such as Bloomberg or Morningstar: Hands-on experience with investment analysis platforms for portfolio management.
• Ability to work under pressure: Capable of maintaining performance in a fast-paced financial environment.

Benefits

• Attractive salary package with annual bonus potential
• Health, dental, and vision insurance
• Opportunities for professional growth and advancement
• Work-life balance initiatives

Company Culture

• Professional Development: Continuous learning and upskilling are integral to our workforce.
• Diversity and Inclusion: We are committed to creating an inclusive environment for all employees.
• Client-Centric Approach: Our focus is always on delivering the best results for our clients.