Portfolio Manager

IDEX Consulting Ltd
£32,000 per annum
29 Jul 2017
31 Aug 2017
Contract Type
Full Time

Position - Portfolio Manager
Location - West Midlands
Salary - £35,000 to £40,000 plus benefits
Sector - Financial Services

Client Overview - Portfolio Manager
My client is a multi-national investment firm, dedicated to serving the private investor. One of the longest serving firms on the London Stock Exchange, my client is currently seeking a Portfolio Manager to join an expanding an successful team. Once established in the role, the Portfolio Manager will be offered a clear route to Senior Investment Manager.

Position Overview - Portfolio Manager
The Portfolio Manager will be based from the Birmingham office, providing a professional investment service to all investment managers within the branch, keeping in line with the company's business objectives.

Key Areas of Responsibility - Portfolio Manager

  • Personal compliance with all regulatory issues and promotion of a compliance culture throughout the office.
  • Keep abreast of market investment information and maintain a working knowledge of all professional developments to help investment managers ensure this is acted upon in the best interests of clients.
  • Assist with the preparation of BITA schemes and risk profiling.
  • Advise and help investment managers to manage clients' investment portfolios (principally stocks, shares and collective investments).
  • Work with investment managers to review a broad array of portfolios (advisory and discretionary, individual, family and trusts) subject to the special needs of each client, including management of liquidity needs, traditional equity and fixed income portfolios and alternative investments as appropriate.
  • Work with investment managers to review clients' portfolios for the ongoing suitability of investments.
  • Put together schemes of investments for new and existing clients and produce investment proposal document from BITA.
  • Assist with the preparation of BITA schemes and risk profiling.

Qualifications & Experience - Portfolio Manager

  • Fully RDR compliant. Candidates will be expected to have achieved the Level 6 qualification within 12 months of joining.
  • FCA Approved Person (CF30).
  • Candidates must have significant investment management experience with extensive knowledge of investment management processes and techniques.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.