Academic Portfolio Manager
4 weeks ago
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 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 regulatory compliance.
- Hold an approved Level 4 or above FSA regulatory qualification and demonstrate investment experience.
Key Responsibilities:
- Develop and implement investment strategies to meet client objectives.
- Monitor and adjust portfolios to ensure alignment with client risk profiles.
- Collaborate with Portfolio Director and/or Associate/Assistant Portfolio Manager to manage client relationships.
- Provide exceptional client service and maintain open communication channels.
Requirements:
- Strong understanding of investment management principles and practices.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Strong analytical and problem-solving skills.
What We Offer:
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
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