Portfolio Performance Manager

Job Description

We are seeking a talented Portfolio Performance Manager to join our dynamic team in Portsmouth. The ideal candidate will play a pivotal role in driving investment strategies that enhance portfolio performance, with a focus on data analysis and market trends.

Responsibilities

• Evaluate and interpret financial data to optimise portfolio performance.
• Collaborate with cross-functional teams to drive investment strategy.
• Create comprehensive reports detailing portfolio analysis and recommendations.
• Review investment policies and procedures to ensure compliance and best practices.
• Liaise with external stakeholders and investment firms to enhance service offerings.
• Mentor junior staff members in portfolio management practices.
• Utilize quantitative analysis to support investment recommendations.
• Drive initiatives that enhance overall client satisfaction and performance outcomes.

Requirements

Education

• Bachelor's degree in Business Administration or related field
• Master's degree is a plus

Experience

• 5-7 years of experience in portfolio management or investment analysis

Technical Skills

• Investment Strategies
• Risk Management

Soft Skills

• Leadership
• Negotiation

Certifications

• CIWM (Chartered Institute of Wealth Managers)
• FSA (Financial Services Authority) Qualification

Languages

• English: Fluent

Advantageous

• Experience in Data Visualization: Ability to create impactful visual presentations of portfolio performance.
• Knowledge of ESG Investing: Familiarity with Environmental, Social, and Governance criteria in investments.

Benefits

• Competitive salary package with performance bonuses
• Comprehensive health and wellness benefits
• Flexible work hours and remote work options
• Professional development and training opportunities

Company Culture

• Team Dynamics: We promote a collaborative working environment where every team member's voice is heard.
• Growth Mindset: Our culture encourages continuous personal and professional development.
• Diversity and Inclusion: We are committed to fostering a diverse workplace that reflects the communities we serve.