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Portfolio Manager Opportunities
3 weeks ago
We are seeking a skilled and experienced professional to join our team as an Investment Associate.
Job DescriptionThis is a fixed-term contract role in our Private Clients department, where you will focus on institutional and charity clients. You will work closely with senior colleagues to deliver exceptional outcomes and develop strong relationships with clients.
- You will assist in creating and executing relationship plans for each client, including direct engagement with clients on all aspects of portfolio management.
- You will prepare investment presentations and documentation for client review meetings, and collaborate on tender responses and requests for proposals (RFPs).
- You will execute an engagement plan for each advisory relationship to ensure proactive, relevant, and appropriate contact, and manage MI relating to client relationships.
- You will deal promptly and efficiently with client queries, and ensure compliance with regulatory requirements and internal policies.
- You will be recognized as an expert contact for our services and client queries, and network with peers at industry events.
We are looking for a highly skilled and motivated individual with a degree or Master's in a business-related area. The ideal candidate will have 2-3 years of industry experience, hold an APA Savings & Investments qualification, and be willing to complete a QFA qualification.
The ideal candidate will also possess excellent communication and presentation skills, a high degree of proficiency in Microsoft Office applications, and a commitment to further education and continuous learning.
What We OfferWe offer a range of benefits and experiences to support your professional and personal growth, including competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, multiple insurance coverage, training support, sports and social programmes, flexible working options, employee assistance programme, enhanced leave options, and social and community care initiatives.
Important InformationWe are an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in background and experience, and encourage applicants from all backgrounds to apply.
