Funds Portfolio Manager

5 days ago

Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time
Assistant Portfolio Manager

Join our team at Meredith Brown Associates Ltd as we seek a highly skilled Assistant Portfolio Manager to support our Investment team in Leeds. As a key member of our team, you will play a crucial role in the launch and ongoing management of externally managed fund propositions.

Key Responsibilities:
  • Assist in the selection, combination, appointment, and monitoring of mandates awarded to external managers in a consistent and rigorous manner.
  • Evaluate investment strategies and style combinations for externally managed sub-funds to achieve agreed investment outcomes.
  • Develop and maintain relationships with external managers, both appointed and prospective.
  • Regularly review the performance, attribution, exposure, and risk metrics of sub-funds/portfolios.
  • Provide commentary on the strategy, performance, attribution, and risk of sub-funds for inclusion in client reporting documentation.
  • Assist in the management of portfolios/sub-funds within investment guidelines and defined risk parameters.
  • Conduct fundamental research to support Strategic and Dynamic Asset Allocation decisions/forums.
  • Participate actively in investment team meetings and engage with research, responsible investment, and portfolio risk teams to ensure an integrated investment approach.
Requirements:
  • CFA Qualified and relevant experience in asset management, manager research, and oversight.
  • Strong understanding of asset classes and economic fundamentals.
  • Excellent relationship management skills.
  • Knowledge of Bloomberg, PowerBI, eVestment, and other portfolio management tools.
What We Offer:
  • Vitality Health Insurance for all employees.
  • Employee Assistance Programme.
  • A generous holiday allowance of 30 days a year, plus bank holidays.
  • Professional Development.
  • Critical Illness Cover.
  • Pension scheme.
  • Stunning Leeds city centre location with short walk to the train station.
  • Cycle to work scheme.
  • Sustainable travel plans and public transport discounts.
  • Range of discounts for Leeds gyms, shops, and restaurants.

  • Funds Portfolio Manager

    5 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Assistant Portfolio ManagerJoin our team at Meredith Brown Associates Ltd as we seek a highly skilled Assistant Portfolio Manager to support our Investment team in Leeds. As a key member of our team, you will play a crucial role in the launch and ongoing management of externally managed fund propositions.Key Responsibilities:Assist in the selection,...

  • Funds Portfolio Manager

    5 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Assistant Portfolio ManagerJoin our team at Meredith Brown Associates Ltd as we seek a highly skilled Assistant Portfolio Manager to support our Investment team in Leeds. As a key member of our team, you will play a crucial role in the launch and ongoing management of externally managed fund propositions.Key Responsibilities:Assist in the selection,...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. As a key member of the team, you will play a crucial role in the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection, combination,...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. As a key member of the team, you will play a crucial role in the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection, combination,...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. The role offers the opportunity to assist with the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection, combination, appointment, and...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. The role offers the opportunity to assist with the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection, combination, appointment, and...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. The role offers the opportunity to assist with the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection, combination, appointment, and...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. The role offers the opportunity to assist with the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection, combination, appointment, and...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. As a key member of the team, you will play a crucial role in the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection, combination,...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. As a key member of the team, you will play a crucial role in assisting with the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection,...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. As a key member of the team, you will play a crucial role in the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection, combination,...

  • Funds Portfolio Manager

    2 days ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Investment Team AssistantOur client, a leading investment firm, is seeking a highly skilled Investment Team Assistant to join their successful Investment team. As a key member of the team, you will play a crucial role in assisting with the launch and ongoing management of all externally managed fund propositions.Key Responsibilities:Assist in the selection,...

  • Portfolio Manager Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    About the RoleMeredith Brown Associates Ltd is seeking a highly skilled Portfolio Manager Assistant to join our Investment team. As a key member of the team, you will play a crucial role in assisting with the launch and ongoing management of externally managed fund propositions.Key ResponsibilitiesAssist in the selection, combination, appointment, and...

  • Portfolio Management Assistant

    3 weeks ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    About the Role:Meredith Brown Associates Ltd is seeking a highly skilled Portfolio Management Assistant to join our Investment Team. As a key member of the team, you will play a crucial role in supporting the launch and ongoing management of externally managed fund propositions.Key Responsibilities:Assist in the selection, combination, appointment, and...

  • Portfolio Manager Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    About the RoleMeredith Brown Associates Ltd is seeking a highly skilled Portfolio Manager Assistant to join our Investment team. As a key member of the team, you will play a crucial role in assisting with the launch and ongoing management of externally managed fund propositions.Key ResponsibilitiesAssist in the selection, combination, appointment, and...

  • Portfolio Management Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    About the Role:Meredith Brown Associates Ltd is seeking a highly skilled Portfolio Management Assistant to join our Investment Team. As a key member of the team, you will play a crucial role in supporting the launch and ongoing management of externally managed fund propositions.Key Responsibilities:Assist in the selection, combination, appointment, and...

  • Portfolio Management Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    About the Role:Meredith Brown Associates Ltd is seeking a highly skilled Portfolio Management Assistant to join our Investment Team. As a key member of the team, you will play a crucial role in assisting with the launch and ongoing management of externally managed fund propositions.Key Responsibilities:Assist in the selection, combination, appointment, and...

  • Portfolio Management Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    About the Role:Meredith Brown Associates Ltd is seeking a highly skilled Portfolio Management Assistant to join our Investment Team. As a key member of the team, you will play a crucial role in assisting with the launch and ongoing management of externally managed fund propositions.Key Responsibilities:Assist in the selection, combination, appointment, and...

  • Portfolio Management Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Job DescriptionJob Title: Assistant Portfolio ManagerCompany: Meredith Brown Associates LtdJob Summary:We are seeking a highly skilled and motivated Assistant Portfolio Manager to join our Investment team. The successful candidate will assist in the launch and ongoing management of externally managed fund propositions, and will be responsible for supporting...

  • Portfolio Management Assistant

    2 weeks ago

    Leeds, Leeds, United Kingdom Meredith Brown Associates Ltd Full time

    Job DescriptionJob Title: Assistant Portfolio ManagerCompany: Meredith Brown Associates LtdJob Summary:We are seeking a highly skilled and motivated Assistant Portfolio Manager to join our Investment team. The successful candidate will assist in the launch and ongoing management of externally managed fund propositions, and will be responsible for supporting...