Portfolio Investment Specialist

4 weeks ago


London, Greater London, United Kingdom Gemera Partners Full time
Position Overview

Gemera Partners is seeking an experienced Investment Manager to join our dynamic team.

Key Responsibilities:

  • Build, nurture, and maintain a diverse portfolio of client relationships.
  • Proactively identify and pursue new business opportunities.
  • Deliver tailored investment guidance that aligns with client objectives.
  • Assess and comprehend the client's investment goals, risk tolerance, and experience.
  • Provide clients and their advisors with detailed reports and insights regarding their investment activities, income distributions, and performance metrics as needed.

Qualifications:

  • Demonstrated expertise in investment management and client relationship development.
  • Exceptional interpersonal skills with the ability to engage a variety of stakeholders.
  • Experience with ethical and sustainable investment strategies.
  • Comprehensive understanding of private client investment offerings.
  • Extensive knowledge of portfolio construction, including risk management and performance attribution.
  • Solid grasp of regulatory frameworks and compliance related to investments.
  • Insight into investment strategies and asset allocation methodologies.


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