Current jobs related to Portfolio Manager - Manchester - Annular Group

  • Portfolio Insights Manager

    1 month ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team. As a key member of our team, you will be responsible for providing reporting, insight, and analysis on value being delivered across the change portfolio.Key Responsibilities:Collate and analyse data across all elements of...

  • Portfolio Insights Manager

    1 month ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team. As a key member of our team, you will be responsible for providing reporting, insight, and analysis on value being delivered across the change portfolio.Key Responsibilities:Collate and analyse data across all elements of...

  • Portfolio Insights Manager

    1 month ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team. As a key member of our team, you will be responsible for providing reporting, insight, and analysis on value being delivered across the change portfolio.Key Responsibilities:Collate and analyse data across all elements of...

  • Portfolio Insights Manager

    2 months ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Description**Job Title:** Portfolio Insights Manager**Job Summary:** We are seeking a highly skilled Portfolio Insights Manager to join our team at Portfolio Verlag. The successful candidate will be responsible for providing data-driven insights to support business decision-making and drive operational excellence.**Key Responsibilities:**Collate and...

  • Portfolio Insights Manager

    3 weeks ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team in either Salford Quays, Manchester or Haywards Heath, West Sussex office.About the RoleThe successful candidate will work closely with the senior leadership team to focus on the provision of reporting, insight and analysis...

  • Portfolio Insights Manager

    3 weeks ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team in either Salford Quays, Manchester or Haywards Heath, West Sussex office.About the RoleThe successful candidate will work closely with the senior leadership team to focus on the provision of reporting, insight and analysis...

  • Portfolio Insights Manager

    3 weeks ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team in either Salford Quays, Manchester or Haywards Heath, West Sussex office.Key Responsibilities:Collaborate with the senior leadership team to focus on the provision of reporting, insight and analysis on value being delivered...

  • Portfolio Insights Manager

    3 weeks ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team in either Salford Quays, Manchester or Haywards Heath, West Sussex office.Key Responsibilities:Collaborate with the senior leadership team to focus on the provision of reporting, insight and analysis on value being delivered...

  • Portfolio Insights Manager

    2 weeks ago

    Manchester, United Kingdom Portfolio Verlag Full time

    Job DescriptionWe are seeking a skilled Portfolio Insights Manager to join our Operational Excellence team in either our Salford Quays, Manchester or Haywards Heath, West Sussex office.In this role, you will work closely with the senior leadership team to focus on the provision of reporting, insight, and analysis on value being delivered across the change...

  • Commercial Solicitor

    2 weeks ago

    Greater Manchester, United Kingdom Portfolio Payroll Full time

    We are seeking an experienced Commercial Solicitor to join our team at Portfolio Payroll, a commercial legal firm in Manchester.This is an opportunity for a qualified legal professional to enhance their generalist commercial legal knowledge and provide a full legal service to our existing portfolio.Key duties and tasks include:Delivering a full legal service...

  • Portfolio Manager

    2 weeks ago

    Manchester, United Kingdom Succession Partners Full time

    As a Portfolio Manager at Succession Partners, you will be responsible for creating value across our portfolio of investments. This will involve proactive portfolio management, ranging from high potential recent business start-ups to more established SMEs. You will prioritize hands-on support to portfolio companies requiring direct input and guidance on...

  • Portfolio Manager

    2 weeks ago

    Manchester, United Kingdom The People Pod Full time

    Lettings Portfolio AnalystWe are seeking a skilled Portfolio Manager to oversee a stunning portfolio of properties and play a key role in shaping our investment services.As a Property Portfolio Analyst, you will be responsible for managing a diverse range of properties and working closely with our clients to deliver exceptional results.Our client is a...

  • Portfolio Manager

    4 weeks ago

    Manchester, United Kingdom IDEX Consulting Ltd Full time

    Portfolio Manager Job DescriptionAt IDEX Consulting Ltd, we are seeking a highly skilled Portfolio Manager to join our team in Manchester. As a Portfolio Manager, you will be responsible for delivering excellent client service and investment management for our clients.Key Responsibilities:Manage client relationships and individual client portfolios in line...

  • Portfolio Manager

    4 weeks ago

    Manchester, United Kingdom IDEX Consulting Ltd Full time

    Portfolio Manager Job DescriptionAt IDEX Consulting Ltd, we are seeking a highly skilled Portfolio Manager to join our team in Manchester. As a Portfolio Manager, you will be responsible for delivering excellent client service and investment management for our clients.Key Responsibilities:Manage client relationships and individual client portfolios in line...

  • Portfolio Manager

    4 weeks ago

    Manchester, United Kingdom IDEX Consulting Ltd Full time

    Job Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at IDEX Consulting Ltd. As a Portfolio Manager, you will be responsible for managing client relationships and individual client portfolios in line with appropriate and agreed Strategic Asset Allocation, benchmarks, and restrictions.Key Responsibilities:Manage...

  • Portfolio Manager

    4 weeks ago

    Manchester, United Kingdom IDEX Consulting Ltd Full time

    Job Title: Portfolio ManagerWe are seeking a highly skilled Portfolio Manager to join our team at IDEX Consulting Ltd. As a Portfolio Manager, you will be responsible for managing client relationships and individual client portfolios in line with appropriate and agreed Strategic Asset Allocation, benchmarks, and restrictions.Key Responsibilities:Manage...

  • Portfolio Manager

    19 hours ago

    Manchester, United Kingdom CV-Library Full time

    MERJE is seeking a highly skilled Portfolio Manager for a leading banking institution in Manchester. This role involves overseeing customer journeys, conducting portfolio reviews, and managing risk. The ideal candidate will have extensive experience in commercial lending and possess strong analytical and communication skills. Location: Manchester, UK -...

  • Portfolio Manager

    2 months ago

    Manchester, United Kingdom Annular Group Full time

    {"title": "Investment Manager", "description": "Job SummaryAnnular Group is seeking an experienced Investment Manager to join our team. As a key member of our investment team, you will be responsible for crafting, advising, and managing bespoke portfolios for our clients.Key ResponsibilitiesManage a variety of advisory and discretionary portfolios,...

  • Portfolio Manager

    1 month ago

    Manchester, United Kingdom AJ Bell Management Limited Full time

    About the RoleWe are seeking a highly skilled Portfolio Manager to join our investments team at AJ Bell Management Limited. As a Portfolio Manager, you will play a key role in supporting the Head of Investment Solutions and the investment team in the design, manufacture, monitoring, and maintenance of AJ Bell managed Portfolios.Key ResponsibilitiesSupport...

  • Portfolio Manager

    2 months ago

    Manchester, United Kingdom IDEX Consulting Full time

    Client Portfolio ManagerOur client, a leading investment firm in Manchester, is seeking a skilled Client Portfolio Manager to join their team. As a key member of the investment team, you will be responsible for building and maintaining strong relationships with clients, identifying business development opportunities, and creating and implementing financial...

Portfolio Manager

2 months ago

Manchester, United Kingdom Annular Group Full time
About the Role

We are seeking an experienced Portfolio Manager to join our team at Annular Group. As an Investment Manager, you will be responsible for crafting, advising, and managing bespoke portfolios for our clients.

Key Responsibilities
  • Manage a variety of advisory and discretionary portfolios, customizing them to meet clients' investment objectives.
  • Foster and elevate client relationships to exceptional standards.
  • Develop portfolios considering clients' suitability, performance goals, and tax implications.
  • Engage in marketing, business development, and networking activities, including preparing and delivering pitches and presentations to prospective and existing clients.
  • Participate actively in investment and research committee meetings.
  • Contribute to the firm's long-term strategic goals.
Requirements
  • Minimum CISI Level 6 or 7
  • A strong commitment to a friendly, client-focused approach
  • An established network of professional contacts
  • Experience managing an existing client portfolio
About Annular Group

Annular Group is a UK-based independent stockbroking business that has partnered with a leading investment management company. We pride ourselves on delivering exceptional personal investment services that enhance clients' wealth. Our culture is built on open communication and collaborative working, where managers and directors work side-by-side with their teams to share ideas and contribute to continuous improvement.