Portfolio Management Specialist
1 month ago
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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