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Leeds, Leeds, United Kingdom Morgan Prestwich - Life Science & Healthcare Executive Search Full time

Morgan Prestwich, a leading Life Science & Healthcare Executive Search firm, is retained by a sovereign wealth fund to find a seasoned financial professional to oversee the performance management and reporting of their clients' portfolio.

This is a unique opportunity for a highly skilled and experienced individual to join the fund's leadership team and contribute to the success of their clients' investments.

The ideal candidate will have a strong background in financial analysis and portfolio management, with a proven track record of success in evaluating investments and preparing performance reports.

The role will involve:

  • Key Performance Indicators (KPIs): Developing and implementing KPIs to measure the performance of the portfolio.
  • Investment Evaluation: Conducting thorough evaluations of various investments to ensure alignment with the fund's goals and objectives.
  • Performance Reporting: Preparing regular performance reports to keep stakeholders informed of the portfolio's progress.
  • Operational Efficiency: Identifying areas for improvement and implementing processes to increase operational efficiency.

The successful candidate will work closely with the fund's leadership team to develop and implement strategies to drive growth and success.

The ideal candidate will have:

  • A CFA qualification and 7-10 years of experience in investment analysis and portfolio management.
  • A strong background in finance and a deep understanding of the investment industry.
  • Excellent analytical and communication skills, with the ability to present complex information in a clear and concise manner.

Morgan Prestwich is committed to finding the best talent for this role and looks forward to receiving applications from qualified candidates.