Private Client Portfolio Manager

We are seeking a highly accomplished and results-driven Strategic Private Client Portfolio Manager to join our esteemed team at IDEX Consulting.About the RoleThis is an exceptional opportunity for a skilled Private Client lawyer with a proven track record to build and manage a thriving portfolio of high-net-worth individuals, families, and entrepreneurs. As...

**Job Overview**We are seeking a highly skilled and experienced Tax Services Director to lead our Private Client tax portfolio in Gloucester. As a key member of our team, you will be responsible for providing strategic advice and solutions to clients, managing a private client portfolio, and identifying tax-sensitive expenditure and wider tax issues.

About our roleWe are seeking a skilled Portfolio Manager to join our team at PER, Private Equity Recruitment. As a Portfolio Manager, you will be responsible for general portfolio management, including quarterly valuation and reporting. You will also be tasked with macro-level analysis of data to assess and draw conclusions on portfolio performance.Key...

A Top 50 Firm in Central London is seeking a Private Client Tax Professional to manage a portfolio of clients and advance their career.The ideal candidate will have experience working with non-domiciles and HNWI's, and will be responsible for liaising with other departments to ensure accurate Tax Returns.Key Responsibilities:Manage a portfolio of Private...

About Our ClientOur client is a leading investment trust that deploys capital through strategic investments and co-investments in the private markets space.Job SummaryThis role offers an exceptional opportunity to join a lean and impressive team, reporting directly to the Head of Private Equity and working closely with the Head of Venture Capital. The...

About the RoleWe are seeking a highly skilled and experienced Tax Assurance Lead to join our Private Client service line at Forvis Mazars. As a key member of the team, you will be responsible for managing a client portfolio through the tax assurance process, reviewing tax returns, and providing technical analysis to clients on matters affecting various tax...

Job SummaryWe are seeking an experienced Lead Portfolio Strategist to join our client, a leading private equity firm based in London. The successful candidate will play a key role in driving value creation and growth across the portfolio.About Our ClientOur client is a highly successful private equity firm with a strong track record of delivering returns to...

About the Role We are seeking a highly skilled Portfolio Director to join our team at PER, Private Equity Recruitment. As a key member of our team, you will be responsible for driving the growth and development of our clients' portfolio companies. Your primary focus will be on developing and executing value creation strategies, working closely with the...

About the RoleWe are seeking a highly skilled and experienced Tax Assurance Specialist to join our Private Client team. As a key member of our team, you will be responsible for managing a client portfolio through the tax assurance process, reviewing tax returns, and providing technical analysis to clients on matters affecting various tax issues.Key...

Portfolio Growth Director, UK Focused Lower Mid-Market Private EquityAbout Our ClientOur client is a leading private equity firm with a strong track record of investing in lower mid-market companies. They are seeking an experienced Portfolio Growth Director to join their team and drive value creation across their portfolio.Key ResponsibilitiesDevelop and...

Job OverviewWe are seeking an experienced Financial Solutions Manager - Debt Portfolio Expert to join our team at Client Server, a Seed funded FinTech start-up with ambitious growth plans.This is an impactful role that will allow you to bridge the gap between complex financial technologies and user-centric product design, focusing on transforming how fund...

About our clientOur client is a leading lower mid-market private equity firm seeking a seasoned professional to drive portfolio growth. As a key member of the investment team, you will be responsible for developing and executing value creation strategies, including pre-deal due diligence. Key objectives include:Establishing best practices and consistency...

We are seeking an analytical and skilled professional to join our private credit business team as a Strategic Portfolio Analyst. Based in London, UK, this role offers a unique opportunity to work with a world-leading private investment house.About Our ClientOur client is a prominent private equity firm with a significant track record of success across...

About the Role:We are seeking a highly experienced Strategic Finance Director to lead our finance and operations team in managing our private equity portfolio. This is an excellent opportunity for a qualified accountant with a strong background in finance and operations management.Job Description:The successful candidate will be responsible for overseeing...

About our clientPER, a leading specialist in private equity recruitment, is seeking an experienced Portfolio Growth Director to join their prestigious client's team. This exciting opportunity offers the chance to drive value creation strategies and pre-deal due diligence alongside the investment team.The ideal candidate will be responsible for delivering key...

Job DescriptionSarfraz Group Ltd is seeking a highly skilled Senior Tax Portfolio Manager to join our Private Client team.This exciting role will involve managing a portfolio of compliance cases, supporting seven private client partners with advisory work, and taking on staff management and development responsibilities.Key ResponsibilitiesLead a mixed...

**About Goldman Sachs Asset Management**We are a leading asset manager with over $2 trillion in assets under supervision. Our investment solutions help clients around the world achieve their financial goals.The External Investing Group (XIG) is responsible for identifying and selecting leading third-party investment managers. We provide investors with...

About Client ServerWe're a Seed funded FinTech start-up with ambitious growth plans and secure backing. Our team is passionate about transforming the Private Debt / lending space.Salary & BenefitsThis exciting opportunity offers a salary up to £100k, pension, hybrid / flexible working, and impactful role with excellent career progression as the company...

About Our ClientThe property team at PER, Private Equity Recruitment, supports a diverse global portfolio with ongoing interests in various sectors, including commercial, retail, industrial, and living sectors such as multi-family, affordable housing, short/long-stay accommodation, and retirement living. The team focuses on direct-style operating platform...

We are seeking a seasoned Senior Portfolio Manager to lead our Private Credit team in Europe. As a key business partner, you will work closely with investment teams and stakeholders to drive business development, client servicing, and product development for our private credit strategies.The successful candidate will be a senior member of our Private Credit...