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 will involve:
Key Responsibilities- Monitoring investment portfolios on a daily basis
- Preparing monthly investment reports and attending treasury meetings
- Analyzing portfolio returns and creating trended analysis
- Providing recommendations for portfolio adjustments
- Assisting with the management of the group's property portfolio
- Developing a network of local experts in private equity, venture capital, and property to identify investment opportunities
- Conducting fund manager meetings to evaluate existing holdings and potential new investments
- Attending meetings with investment managers to discuss portfolio performance
To be successful in this role, you will need to demonstrate an entrepreneurial mindset and a track record of delivering value-added activities in your previous roles.
This position is currently vacant, and our client is eager to fill it as soon as possible.
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Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job DescriptionAt 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...
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Investment Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job DescriptionAt 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...
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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...
-
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...
-
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...
-
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 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...
-
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...
