Portfolio Manager, Portsmouth in Investment Banking

Job Description

We are seeking a seasoned Portfolio Manager to lead our investment strategies in Portsmouth. The successful candidate will be responsible for managing client portfolios, maximizing returns, and providing strategic financial advice.

Responsibilities

• Oversee the management and performance of client portfolios, ensuring alignment with investment objectives.
• Engage with clients to provide financial advice and build long-term relationships.
• Conduct regular portfolio reviews and adjust investment strategies accordingly.
• Evaluate and recommend investment products suited to client needs.
• Stay informed about market developments and economic factors impacting investments.
• Work closely with the trading team to execute investment strategies efficiently.
• Report investment performance and strategy effectiveness to stakeholders.
• Adhere to best practices in risk management and compliance.

Requirements

Education

• Bachelor's degree in Finance, Economics, or related field
• Master's degree or CFA certification is preferred

Experience

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

Technical Skills

• Financial Analysis
• Investment Strategy Development
• Market Research

Soft Skills

• Client Relationship Management
• Analytical Thinking

Certifications

• Chartered Financial Analyst (CFA)
• Investment Management Certificate (IMC)

Languages

• English: Fluent

Advantageous

• Experience with alternative investments: Knowledge of hedge funds, private equity, and real estate investment strategies.
• Proficiency in investment software: Familiarity with tools like Bloomberg and Morningstar.

Benefits

• Competitive salary and performance-based bonuses
• Health and dental insurance
• Pension scheme with employer contributions
• Generous annual leave and flexible working hours

Company Culture

• Team Collaboration: We believe in fostering a collaborative work environment where every team member's input is valued.
• Continuous Improvement: Our culture is centered around continuous improvement and professional development for all employees.
• Diversity and Inclusion: We are committed to creating a diverse workplace where everyone feels welcome.