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Academic Portfolio Manager

4 weeks ago

Manchester, United Kingdom IDEX Consulting Full time
Job Description

We are seeking a highly skilled Academic Portfolio Manager to join our team at IDEX Consulting.

About the Role:

  • Manage client relationships and individual client portfolios in line with agreed Strategic Asset Allocation, benchmarks, and restrictions.
  • Understand client circumstances, risk profile, investment objectives, and recommend changes to underlying securities and/or funds.
  • Respond to client enquiries in a timely manner and maintain records of responses.
  • Respect risk profiles and maintain approved regulatory qualifications.
  • Demonstrate investment experience and a strong understanding of the financial industry.

Key Responsibilities:

  • Develop and implement investment strategies to meet client objectives.
  • Monitor and analyze market trends to optimize portfolio performance.
  • Collaborate with colleagues to ensure seamless client service.
  • Stay up-to-date with industry developments and best practices.

Requirements:

  • Level 4 or above FSA approved regulatory qualification.
  • Demonstrated investment experience and a strong understanding of the financial industry.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.