Portfolio Manager Uk Small-cap Equities Wealth

4 weeks ago


London, United Kingdom eFinancialCareers Full time

**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 enganelmet agabili
- Excellent written and verbal communication skills.



  • London, United Kingdom eFinancialCareers Full time

    **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...


  • London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...


  • London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...


  • London, United Kingdom Legal & General Full time

    Job Description The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients...


  • London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    7 days ago


    London, United Kingdom eFinancialCareers Full time

    **The Role**: This is a fantastic opportunity for an experienced Portfolio Manager to join a successful and ambitious team within an established Wealth Management firm. The Portfolio Manager will be responsible for the construction of Centralised investment portfolios for clients, ensuring that the portfolios are managed in line with client requirements,...

  • Portfolio Manager

    6 days ago


    London, United Kingdom LegalAndGeneral Full time

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company Description The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    1 week ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    1 week ago


    London, United Kingdom Legal & General Full time

    Job DescriptionThe world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Group Full time

    Company Description The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients...

  • Portfolio Manager

    12 hours ago


    London, United Kingdom Legal & General Full time

    Job Description The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    21 hours ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Full time

    The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional...

  • Portfolio Manager

    2 weeks ago


    London, United Kingdom Legal & General Full time

    Job Description We're currently looking to hire a Portfolio Manager with Equity Analyst responsibilities to join our Investment team on a 12 month Fixed Term ContractThe successful candidate will manage a diverse portfolio of UK small cap equities, conduct in-depth analysis, and develop strategic investment approaches to maximize returns. You'll work...