Current jobs related to Assistant Portfolio Manager - Leeds - Meredith Brown Associates Ltd


  • Leeds, Leeds, United Kingdom fish4.co - Jobboard Full time

    About the RoleWe are seeking a highly skilled and experienced Assistant Fund Manager to join our team. As a key member of our investment team, you will play a crucial role in supporting the investment decision-making process and portfolio construction.Key ResponsibilitiesMonitor and analyze existing managers and underlying strategies to identify potential...

  • Portfolio Assistant

    5 months ago


    Leeds, United Kingdom Fresh Thinking Capital Full time

    **About Us** Fresh Thinking is a group of companies that works across funding, advisory services, property and networking events that enable businesses and entrepreneurs to access opportunities through funding not readily available to the mainstream. We ensure our clients are placed first within our business, only ever doing what feels right for them and...


  • Leeds, Leeds, United Kingdom Border to Coast Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Assistant to join our team at Border to Coast. As a key member of our investment team, you will play a crucial role in supporting the preparation and maintenance of extensive due diligence reports. Your expertise will be instrumental in assisting investment decision making and portfolio...

  • Portfolio Manager

    3 weeks ago


    Leeds, Leeds, United Kingdom The People Pod Full time

    Portfolio Manager OpportunityThe People Pod is seeking a skilled Portfolio Manager to oversee a portfolio of properties and play a key role in shaping our investment services.As a Portfolio Manager, you will act as the essential link between the completions team and the lettings team, ensuring smooth transitions from build completion to market readiness and...

  • Portfolio Manager

    3 weeks ago


    Leeds, Leeds, United Kingdom The People Pod Full time

    Portfolio ManagerThe People Pod is seeking a skilled Portfolio Manager to oversee a portfolio of properties and provide data-driven pricing strategies to ensure optimal returns for investors.As a Portfolio Manager, you will deliver market insights and forecasts to help investors make informed portfolio decisions. You will also negotiate rental offers between...

  • Portfolio Manager

    3 weeks ago


    Leeds, Leeds, United Kingdom The People Pod Full time

    Lettings Portfolio AnalystThe People Pod is seeking a skilled Portfolio Manager to oversee a stunning portfolio of properties and drive exceptional service for landlord investors.This is a key role within our company, where you will act as the essential link between the completions team and the lettings team, ensuring smooth transitions from build completion...

  • Portfolio Manager

    5 months ago


    Leeds, United Kingdom Border to Coast Pension Partner Full time

    **Border to Coast is seeking an experienced Japan Equity Portfolio Manager to play an integral role in the management of our Overseas Developed Equity Markets portfolio.** **About the Role**: Border to Coast currently manages ~£12bn of equity assets internally including £600m in our Japan equity portfolio. As a Portfolio Manager, you will have the...


  • Leeds, United Kingdom CV-Library Full time

    Lettings Portfolio Manager Join one of the UK's fastest-growing agencies as a Lettings Portfolio Manager, managing a stunning portfolio of properties. Our client, with exclusive partnerships with luxury developers, is seeking a Lettings Portfolio Manager to take charge of their own portfolio and contribute significantly to shaping their investment...

  • Portfolio Manager

    4 weeks ago


    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    Portfolio Manager - Private MarketsWe are seeking a highly skilled Portfolio Manager to join our Alternatives function, supporting the growth of our Private Markets programme. As a key member of our team, you will be responsible for managing all or part of a private markets portfolio in accordance with our investment policy, process, procedures, and relevant...

  • Portfolio Manager

    2 weeks ago


    Leeds, Leeds, United Kingdom Border To Coast Pensions Partnership Full time

    We are seeking a highly skilled Investment Portfolio Specialist to join our team at Border to Coast Pensions Partnership. As a key member of our Alternatives function, you will play a crucial role in supporting the growth of our Private Markets programme.The successful candidate will be responsible for managing all or part of a private markets portfolio in...

  • Portfolio Manager

    2 weeks ago


    Leeds, Leeds, United Kingdom The People Pod Full time

    Key ResponsibilitiesThe Portfolio Analyst will oversee a portfolio of properties, ensuring optimal returns for investors.Key responsibilities include:Providing data-driven pricing strategies and rental valuationsDelivering market insights and forecasts to inform portfolio decisionsNegotiating rental offers between applicants and landlordsWorking with...

  • Portfolio Manager

    3 weeks ago


    Leeds, United Kingdom The People Pod Full time

    At The People Pod, we are seeking a skilled Portfolio Manager to oversee a diverse portfolio of properties and drive business growth.This is an exciting opportunity for a Lettings Analyst to join our team and take ownership of property valuations from start to finish.The successful candidate will have a strong analytical mindset, with the ability to...


  • Leeds, United Kingdom Manpower UK - RISE Full time

    Portfolio Research Officer Job SummaryWe are seeking a dedicated and organized Portfolio Research Officer to join our Research Delivery team at Manpower UK - RISE. As a Portfolio Research Officer, you will play a crucial role in managing study information and ensuring the successful feasibility, portfolio entry, setup, and delivery of all Portfolio...

  • Portfolio Manager

    4 weeks ago


    Leeds, Leeds, United Kingdom Kube Recruitment Solutions Ltd Full time

    Portfolio Manager Job DescriptionWe are seeking an experienced Portfolio Manager to join our team at Kube Recruitment Solutions Ltd. The successful candidate will be responsible for managing a portfolio of properties, ensuring that all maintenance and administrative tasks are completed efficiently and effectively.Key Responsibilities:Manage a portfolio of...

  • Portfolio Manager

    3 weeks ago


    Leeds, Leeds, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full time

    Levitate Recruitment is currently recruiting on behalf of a regional Accountancy Practice to find them a Portfolio Manager.Key Responsibilities:Manage a diverse portfolio of clients across various industries.Oversee Audits, Accounts Preparation, and Tax assignments.Organise and plan the workload across the team.Collaborate with the Partner to set budgets,...

  • Portfolio Manager

    4 weeks ago


    Leeds, Leeds, United Kingdom Kube Recruitment Solutions Ltd Full time

    Portfolio Manager (Property)We are seeking a skilled Portfolio Manager to join our client's office in a busy and dynamic environment.Key Responsibilities:Manage a portfolio of properties, ensuring optimal performance and returns.Develop and implement strategies to enhance property value and rental income.Collaborate with the team to achieve business...

  • Portfolio Manager

    3 weeks ago


    Leeds, Leeds, United Kingdom The People Pod Full time

    Job DescriptionAs a Portfolio Manager at The People Pod, you will oversee a stunning portfolio of properties, providing data-driven pricing strategies and rental valuations to ensure optimal returns for investors.With a strong analytical mind and excellent negotiation skills, you will deliver market insights and forecasts to help investors make informed...

  • Portfolio Manager

    2 weeks ago


    Leeds, United Kingdom Kube Recruitment Solutions Ltd Full time

    Job Title: Portfolio ManagerJob Summary:We are seeking an experienced Property Manager to join our busy clients office. As a Portfolio Manager, you will be responsible for processing letting applications, tenant referencing, property maintenance, tenancy renewals, rent arrears, preparation of tenancy move outs and move ins, safety certificates, routine...


  • Leeds, Leeds, United Kingdom IPS Group Full time

    Job Title: Financial Portfolio ManagerCompany: IPS GroupWe are seeking an experienced Financial Portfolio Manager to join our team in Leeds. As a Financial Portfolio Manager, you will be responsible for the management of a portfolio of around 400 apartments, ensuring timely management reporting and liaising with external suppliers. You will also be the point...


  • Leeds, Leeds, United Kingdom Pro-Tax Recruitment Full time

    Personal Tax Assistant Manager OpportunityWe are seeking a highly skilled Personal Tax Assistant Manager to join our team in Leeds City Centre. As a key member of our personal tax team, you will be responsible for managing a portfolio of clients across the UK, providing tax compliance and planning services, and supporting junior members of staff.Key...

Assistant Portfolio Manager

3 months ago


Leeds, United Kingdom Meredith Brown Associates Ltd Full time

Assistant Portfolio Manager (Leeds)

Our client, a leading investment firm who manage a wide array of asset classes and investment strategies are keen to make an addition to their highly successful Investment team. The role offers the opportunity to assist with the launch and ongoing management of all externally managed fund propositions. In addition, you will assist in all stages of the investment process, from fund design through to manager monitoring. Key responsibilities will include the following:



Role & Responsibilities


  • Assist in the selection, combination, appointment and monitoring of mandates awarded to external managers in a consistent and rigorous manner with the aim of delivering sustainable outperformance from externally managed pools.
  • Assisting in the evaluation of investment strategies and style combinations for externally managed sub-funds to achieve agreed investment outcomes taking into account the complementarity of investment strategies.
  • Relationship management with external managers (both appointed and prospective).
  • Develop relationships with third party service providers including advisers, consultants, and research providers.
  • Regular review of the performance, attribution, exposure and risk metrics of the sub-fund/portfolio.
  • Provide commentary on the strategy, performance, attribution and risk of the sub-fund for which they have responsibility, for inclusion within client reporting documentation.
  • Provide commentary on the strategy, performance, attribution and risk of the sub-fund for which they have responsibility, for inclusion within client reporting documentation.
  • Assisting in the management of portfolios/sub-funds within investment guidelines and defined risk parameters.
  • Undertake fundamental research to support Strategic and Dynamic Asset Allocation decisions/forums.
  • Active participation in investment team meetings (both external management and wider firm).
  • Engage with the research, responsible investment and portfolio risk teams to ensure an integrated investment approach.


Background Experience:


  • CFA Qualified and relevant experience in asset management, manager research and oversight, with a strong understanding of asset classes and economic fundamentals.
  • Understanding of Qualitative & Quantitative Due Diligence
  • Relationship management skills..
  • High levels of integrity and trustworthiness.
  • Knowledge of Bloomberg, PowerBI, eVestment and other portfolio management tools.


Excellent company benefits:


  • Vitality Health Insurance for all employees.
  • Employee Assistance Programme.
  • A generous holiday allowance of 30 days a year, plus bank holidays, as the Company feel it’s important for colleagues to maintain a healthy work-life balance.
  • Professional Development.
  • Critical Illness Cover.
  • Pension scheme.
  • Stunning Leeds city centre location only a short walk to the train station.
  • Cycle to work scheme.
  • Life Assurance 6x of salary.
  • Sustainable travel plans and public transport discounts.
  • Range of discounts for Leeds gyms, shops and restaurants.



Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted