Academic Portfolio Manager

4 weeks ago


Manchester, United Kingdom IDEX Consulting Full time
Job Description

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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