Senior Portfolio Manager
1 month ago
**Responsibilities**
- Assist with managing and running all aspects of the firms the AIM/Inheritance Tax Service portfolio
- Carryout in depthbottom up company analysis on companies listed on the AIM stock exchange and formulate investment recommendations for the portfolio
- On site due diligence
- Develop relationships with management teams
- generating performance data for client reporting
- Conducting client trades
- Client management
**Experience**:
- University Degree (min 2.1)
- MBA and/or CFA preferred
- Min 7+ years of investment management experience of analysing the UK Small-CaP universe.
- Excellent understandingof the UK AIM market
- Knowledge ofInheritance Tax (IHT) solutions
- CISI Level 4 qualified (minimum).
- Excellent attention to detail
- Strong data skills
- Good relationship management and client engagement ability
- Excellent written and verbal communication skills.
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