Current jobs related to Portfolio Executive - London - Aimée Willow Connex
-
Portfolio Director
4 days ago
London, Greater London, United Kingdom Delta Executive Search Full timeDelta Executive Search is seeking a seasoned Portfolio Manager to spearhead Commodities Strategies for a rapidly growing Global US Hedge Fund. The ideal candidate will possess a proven track record of success in commodities, with expertise in Metals, Power, Softs, or Oil. Relative Value strategies are preferred. Based in London or Dubai, the successful...
-
Portfolio Director
4 days ago
London, Greater London, United Kingdom Delta Executive Search Full timeDelta Executive Search is seeking a seasoned Portfolio Manager to spearhead Commodities Strategies for a rapidly growing Global US Hedge Fund. The ideal candidate will possess a proven track record of success in commodities, with expertise in Metals, Power, Softs, or Oil. Relative Value strategies are preferred. Based in London or Dubai, the successful...
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeJob Opportunity: Portfolio Manager - Commodities StrategiesAbout Delta Executive Search: We are a leading executive search firm specializing in the placement of senior-level professionals in the financial industry.Job Description:Job Title: Portfolio Manager - Commodities StrategiesJob Summary:We are seeking an experienced Portfolio Manager to join our...
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeJob Opportunity: Portfolio Manager - Commodities StrategiesAbout Delta Executive Search: We are a leading executive search firm specializing in the placement of senior-level professionals in the financial industry.Job Description:Job Title: Portfolio Manager - Commodities StrategiesJob Summary:We are seeking an experienced Portfolio Manager to join our...
-
IT Procurement Manager
2 weeks ago
London, Greater London, United Kingdom Portfolio Procurement Full timeJob Summary:Portfolio Procurement is seeking an experienced IT Procurement Manager to join our team. As a key member of our procurement function, you will be responsible for sourcing and managing IT and IS/Software services in the UK and EMEA.Key Responsibilities:Develop and maintain market insights on the IT & IS marketplace, including best practices,...
-
IT Procurement Manager
2 weeks ago
London, Greater London, United Kingdom Portfolio Procurement Full timeJob Summary:Portfolio Procurement is seeking an experienced IT Procurement Manager to join our team. As a key member of our procurement function, you will be responsible for sourcing and managing IT and IS/Software services in the UK and EMEA.Key Responsibilities:Develop and maintain market insights on the IT & IS marketplace, including best practices,...
-
Portfolio Strategist
3 days ago
London, Greater London, United Kingdom Delta Executive Search Full timeDelta Executive Search is seeking a seasoned Portfolio Manager to build out long / short equity strategies for a rapidly growing Global US Hedge Fund. The ideal candidate will have a proven track record of positive PnL and high Sharpe, with a minimum of $10m PnL in each of the last two years. Sector specialists in TMT and Industrials are particularly sought...
-
Portfolio Strategist
3 days ago
London, Greater London, United Kingdom Delta Executive Search Full timeDelta Executive Search is seeking a seasoned Portfolio Manager to build out long / short equity strategies for a rapidly growing Global US Hedge Fund. The ideal candidate will have a proven track record of positive PnL and high Sharpe, with a minimum of $10m PnL in each of the last two years. Sector specialists in TMT and Industrials are particularly sought...
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeDelta Executive Search is seeking a seasoned Portfolio Manager to join a rapidly growing Global US Hedge Fund. This esteemed organization has a substantial amount of capital to deploy, and they are looking for a skilled professional who fits their risk profile.Key Responsibilities:Develop and execute investment strategies to achieve positive PnL and Sharpe...
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeDelta Executive Search is seeking a seasoned Portfolio Manager to join a rapidly growing Global US Hedge Fund. This esteemed organization has a substantial amount of capital to deploy, and they are looking for a skilled professional who fits their risk profile.Key Responsibilities:Develop and execute investment strategies to achieve positive PnL and Sharpe...
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeGlobal Commodities Strategy OpportunityDelta Executive Search is partnering with a leading US Hedge Fund to identify experienced Portfolio Managers to build out their Commodities Strategies. The firm is expanding aggressively in the space and is willing to allocate significant capital.Key Responsibilities:Develop and implement Commodities Strategies to drive...
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeGlobal Commodities Strategy OpportunityDelta Executive Search is partnering with a leading US Hedge Fund to identify experienced Portfolio Managers to build out their Commodities Strategies. The firm is expanding aggressively in the space and is willing to allocate significant capital.Key Responsibilities:Develop and implement Commodities Strategies to drive...
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeJob OpportunityDelta Executive Search is seeking a seasoned Portfolio Manager to join a rapidly growing Global US Hedge Fund. This esteemed organization has a substantial amount of capital to deploy, and they are looking for a skilled professional who fits their risk profile.Key Responsibilities:Develop and execute investment strategies to achieve positive...
-
Senior Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeJob OpportunityDelta Executive Search is seeking a seasoned Portfolio Manager to join a rapidly growing Global US Hedge Fund. This esteemed organization has a substantial amount of capital to deploy, and they are looking for a skilled professional who fits their risk profile.Key Responsibilities:Develop and execute investment strategies to achieve positive...
-
Experienced Portfolio Manager
2 weeks ago
London, Greater London, United Kingdom Delta Executive Search Full timeCompany Overview:Delta Executive Search is representing a prestigious Global US Hedge Fund that has seen significant growth in recent years. With a substantial capital base available for investment, they are seeking skilled Portfolio Managers who align with their strategic risk profile.Position Overview:The firm is on the lookout for accomplished Portfolio...
-
Experienced Portfolio Manager
1 month ago
London, Greater London, United Kingdom Delta Executive Search Full timeCompany Overview:Delta Executive Search is representing a prestigious Global US Hedge Fund that has seen significant growth in recent years. With a substantial capital base available for investment, they are seeking skilled Portfolio Managers who align with their strategic risk profile.Position Overview:The firm is on the lookout for accomplished Portfolio...
-
Global Equity Portfolio Manager
2 weeks ago
London Area, United Kingdom Sheridan Executive Full timeJob Title: Global Equity AnalystAbout the Role:We are seeking a highly skilled Global Equity Analyst to join our team at Sheridan Executive. As a Global Equity Analyst, you will be responsible for generating investment ideas and contributing to the success of our long-only all-cap, all-sector portfolio.Key Responsibilities:Develop and implement investment...
-
Global Equity Portfolio Manager
2 weeks ago
London Area, United Kingdom Sheridan Executive Full timeJob Title: Global Equity AnalystAbout the Role:We are seeking a highly skilled Global Equity Analyst to join our team at Sheridan Executive. As a Global Equity Analyst, you will be responsible for generating investment ideas and contributing to the success of our long-only all-cap, all-sector portfolio.Key Responsibilities:Develop and implement investment...
-
Equity Research Co-Portfolio Manager
1 month ago
London, Greater London, United Kingdom Sheridan Executive Full timePosition Overview:Sheridan Executive is proud to partner with a prominent multi-billion dollar investment fund seeking to enhance their team with a Senior Analyst / Co-Portfolio Manager. This role is centered around a long-only investment strategy, with a particular emphasis on the Technology, Media, and Telecommunications (TMT) and Consumer sectors.Key...
-
Product Marketing Director
2 weeks ago
London, Greater London, United Kingdom Page Executive Full timeAbout Our CompanyPage Executive is a leading executive search firm specializing in the placement of senior-level professionals in the software industry.Job DescriptionAs the Product Marketing Director, you will be responsible for developing and executing comprehensive product marketing strategies for our SAAS portfolio. This includes identifying...
Portfolio Executive
4 months ago
The role of the Portfolio Executive is client focused, supporting, and assisting a range of UK based SME businesses, typically asset secured with short to medium term facilities ranging from £50K to £5m. It is the Portfolio Executives responsibility to provide client support across all aspects of the client relationship, delivering excellent customer service, responding to, and dealing with a wide range of queries.
The Role Responsibilities / Accountabilities
- Supporting Relationship Managers client portfolio in all aspects of the client journey and experience
- Managing client files on the Client Relationship Management (CRM) system
- Assisting in the chasing and collation of client documentation both in the onboarding journey and during the client lifetime
- Preparing and completing client files to support client reviews for increase, extension or preparing for exit of facilities
- Assisting in the delivery of new clients, liaising with multiple stakeholders, whether internal (finance, sales) or external (Solicitors, Accountants, Introducers)
- Monitoring and providing supportive oversight for management of risk, including preparation of reviews, chasing and some analysis of information (e.g., financial, and general compliance with the terms of the client facility), contribute to debate on potential client strategies, and escalating concerns as necessary in client conduct.
- Ability to demonstrate an understanding of the regulatory framework relevant to the role
- Liaising with the wider team to maintain operational efficiency and promote best practise thinking
The Candidate
- Customer service experience – prepared to go above and beyond to help clients
- Excellent attention to detail
- Administration experience
- Enjoy working in a fast-paced environment
- Strong communication skills
Financial experience is desirable but not essential as full training is provided