Investment Portfolio Manager
1 month ago
At SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.
This role offers a unique opportunity to work closely with an ambitious Investment Director, driving the success of the company's investment portfolios.
Key Responsibilities:- Portfolio Monitoring: Daily monitoring of investment portfolios to ensure optimal performance.
- Investment Reporting: Production of monthly investment reports and participation in monthly treasury meetings.
- Portfolio Analysis: In-depth analysis of portfolio returns and trended analysis to inform investment decisions.
- Recommendations: Providing recommendations for changes to portfolios to maximize returns.
- Property Portfolio Management: Assisting with the management of the group's property portfolio.
- Network Development: Developing a network of local firms and experts in private equity, VC, and property to identify investment opportunities.
- Fund Manager Meetings: Attending fund manager meetings to evaluate existing holdings and potential new investments.
- Portfolio Performance: Attending meetings with investment managers to discuss portfolio performance.
To succeed in this role, you will need to demonstrate an entrepreneurial spirit and a proven track record of delivering value-added activities in your previous roles.
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Investment Portfolio Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full time**Investment Portfolio Manager Opportunity**SF Recruitment is working with a leading Wealth Management business in Birmingham to find an experienced Investment Portfolio Manager. The successful candidate will be responsible for: Monitoring investment portfolios on a daily basis Preparing monthly investment reports and attending treasury meetings Analyzing...
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Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury...
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Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury...
-
Investment Portfolio Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury...
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Investment Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury...
-
Investment Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury...
-
Investment Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunitySF Recruitment is partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve:Key ResponsibilitiesMonitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalyzing portfolio returns and...
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Investment Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunitySF Recruitment is partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve:Key ResponsibilitiesMonitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalyzing portfolio returns and...
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Investment Portfolio Manager
2 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will be responsible for:Monitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalyzing portfolio returns and creating trended analysisMaking...
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Investment Portfolio Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Portfolio Analyst Job DescriptionSF Recruitment is currently working with an exciting Wealth Management business in Birmingham to recruit an Investment Analyst.This role will be responsible for:Monitoring investment portfolios on a daily basisProducing monthly investment reports and attending treasury meetingsAnalysing portfolio returns and...
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Investment Portfolio Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Portfolio Analyst Job DescriptionSF Recruitment is currently working with an exciting Wealth Management business in Birmingham to recruit an Investment Analyst.This role will be responsible for:Monitoring investment portfolios on a daily basisProducing monthly investment reports and attending treasury meetingsAnalysing portfolio returns and...
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Investment Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunitySF Recruitment is working with a leading Wealth Management business in Birmingham to recruit an Investment Analyst. This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury teamAnalyze portfolio...
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Investment Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunitySF Recruitment is working with a leading Wealth Management business in Birmingham to recruit an Investment Analyst. This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury teamAnalyze portfolio...
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Investment Portfolio Manager
2 months ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Role SF Recruitment is working with a dynamic Wealth Management business in Birmingham to recruit an Investment Analyst. As a key member of the team, you will work closely with the Investment Director to:Monitor investment portfolios on a daily basisProduce monthly investment reports and attend treasury meetingsAnalyze portfolio returns...
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Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job DescriptionSF Recruitment is currently working with an exciting Wealth Management business in Birmingham to recruit an Investment Analyst.This role will be responsible for:Monitoring investment portfolios on a daily basisProducing monthly investment reports and attending treasury meetingsAnalysing portfolio returns and producing...
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Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job DescriptionSF Recruitment is currently working with an exciting Wealth Management business in Birmingham to recruit an Investment Analyst.This role will be responsible for:Monitoring investment portfolios on a daily basisProducing monthly investment reports and attending treasury meetingsAnalysing portfolio returns and producing...
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Investment Portfolio Manager
2 months ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Role SF Recruitment is working with a dynamic Wealth Management business in Birmingham to recruit an Investment Analyst. As a key member of the team, you will work closely with the Investment Director to:Monitor investment portfolios on a daily basisProduce monthly investment reports and attend treasury meetingsAnalyze portfolio returns...
-
Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve:Key ResponsibilitiesMonitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalyzing portfolio returns and...
-
Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve:Key ResponsibilitiesMonitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalyzing portfolio returns and...
-
Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job DescriptionSF Recruitment is currently working with a dynamic Wealth Management business in Birmingham to recruit an Investment Analyst.This role will be responsible for:Monitoring investment portfolios on a daily basisProducing monthly investment reports and attending treasury meetingsAnalysing portfolio returns and creating trended...
