Portfolio Performance Manager

Portsmouth FULL TIME £50,000 - £70,000 / Year
(£4,166 - £5,833 / Month)

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.
Status: Closed