Portfolio Management Specialist

1 month ago


London, Greater London, United Kingdom Heat Recruitment Full time £50,000
Job Title: Portfolio Management Specialist

Heat Recruitment is seeking a skilled Portfolio Management Specialist to join a well-known national wealth management firm. The ideal candidate will have a strong background in investment operations and portfolio management, with a minimum of CISI/CFA Level 4 qualification.

Key Responsibilities:

  • Providing analysis for client portfolios and investment propositions using FE Analytics, Factset, BlackRock 360, and Bloomberg.
  • Updating the rationale for the firm's central investment process and market views.
  • Preparing commentary on performance for individual clients and strategies.
  • Preparing client proposals for Investment Managers and the Business Development team.

Requirements:

  • CISI/CFA Level 4 qualification as a minimum.
  • Previous UK experience in investment operations, portfolio management, or a related field.
  • Strong analytical and quantitative skills, with proficiency in financial modeling techniques.
  • Proficiency in Microsoft Excel and other relevant software.

About the Company:

Heat Recruitment is a leading recruitment agency specializing in financial services. We work closely with top financial institutions to find the best talent for their teams.


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