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Portfolio Investment Specialist

3 months 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 aligned with clients' specific requirements.
  • Assess and comprehend clients' investment goals, risk tolerance, and financial background.
  • Provide clients and their advisors with detailed reports and insights regarding their investment activities, income distributions, and overall performance 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 knowledge of private client investment offerings.
  • Strong proficiency in portfolio construction, including risk assessment and performance attribution.
  • Thorough understanding of regulatory frameworks governing investments.
  • Solid grasp of investment strategies and asset allocation principles.