Saturday 23 October 2021
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Senior Portfolio Manager

Investments,Banking and Investments Enquire


Hours:Full Time

Full Description

Play a key role in the growth of the investment support team and support a team of administrators to deliver an efficient and effective service to a global client base.

Using your extensive knowledge of investment support activities, you will produce client proposals, monitor the performance of portfolios and also support the dealing desk, placing some trades.

This is a great opportunity to be part of a world class leadership environment and have access to complex and intellectually stimulating work.

Responsibilities will include:

  • Monitoring client portfolios for asset variances against underlying models 

  • Liaising with internal and external clients and assisting with queries relating to the administration of portfolios 

  • Identifying new business opportunities and assisting with presentations to prospective clients 

  • Monitoring daily cash management and rolling forward FX currency hedges 

  • Performing annual team appraisals 

Experience and skills required:

  • Previous experience managing an investments team would be an advantage 

  • Hold a relevant Level 6 professional qualification ideally

  • Strong communication and interpersonal skills 

  • High level of accuracy and attention to detail 

  • Experience using Bloomberg and Morningstar would be an advantage 

If youd like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

For more information please visit

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