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Portfolio Manager

2 months ago

London, Greater London, United Kingdom Undisclosed Full time
About the Role

We are seeking a highly skilled Portfolio Manager to join our team at Undisclosed, a leading FinTech firm in London. As a Portfolio Manager, you will play a critical role in assisting our clients with their financial planning and investment needs.

Key Responsibilities
  • Assist in the preparation of periodic client portfolio reports, covering performance, exposures, and transactions in detail.
  • Conduct financial planning analysis for client portfolios and suggest investment actions that will best align the client's portfolio with its objectives.
  • Produce analyses for multi-asset class client portfolios, covering key exposures, including market betas, liquidity, currency, and geography.
Requirements
  • Strong academic background in a relevant field, such as finance or economics.
  • 1-5 years' experience in a role that includes financial modelling and analysis.
  • Exposure to Wealth Management, including financial planning for private clients, is advantageous but not essential.
  • Strong understanding of the private banking and asset management market.
  • Excellent communication and interpersonal skills.
  • Inquisitive character with a demonstrated desire to continue to learn and improve in relevant fields.
  • Independent thinker with a strong analytical mindset.
  • Understanding of portfolio construction and asset allocation.
  • No ego and a willingness to work collaboratively as part of a team.
About Us

Undisclosed is a leading FinTech firm that delivers institutional solutions to highly sophisticated private investors. We are a growing company with a strong culture and a commitment to excellence. Our team is passionate about providing exceptional service to our clients and is dedicated to helping them achieve their financial goals.