Portfolio Manager
Full Time
Job Description
- Support Portfolio Managers and Directors to manage clients' portfolios in line with clients' investment wishes, our rules and the regulations
- Be a point of contact for clients, answering their questions, setting up meetings, building trust, and keeping a record of their enquiries
- Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds
- Help with assessing portfolio suitability and performance, and preparing proposals
- Carry out trades in client portfolios in line with instructions and investment recommendations
- Check clients' transaction statements, monitor outstanding deals and report any errors
- Keep colleagues informed about clients' portfolios, reporting any changes, queries or problems
- Take part in Fund Manager meetings and internal investment meetings to share information and insights on business development, market knowledge and projects
Required Knowledge, Skills, and Abilities
- Good IT skills, especially with the Microsoft Office suite
- An interest in the fund management industry
- An interest in equity markets and company reporting
- Experience in financial processes and systems
- A degree-level qualification
- A really good communicator – great at listening, being clear and giving reassurance
- A good number cruncher
- Self-motivated and enthusiastic
- Good at working in a team, and with other teams
- A real attention to detail
- Able to work under pressure and with tight deadlines
- Flexible, curious and willing to learn
Reference no: 102205