Strategic Portfolio Development Manager

3 weeks ago

London, Greater London, United Kingdom undisclosed Full time
About Our Client

We are working with a dynamic FinTech firm in London, delivering institutional solutions to sophisticated private investors.

With significant momentum behind their growth, they are looking to expand their client-facing financial planning and investment solutions team. This is an exciting opportunity to join a high-performance team with a collegiate culture, where responsibility and autonomy are encouraged.

Their approach to Private Wealth management utilises innovative technology and data, enabling a transparent and client-focused approach. In recent years, the company has experienced substantial growth in client base and assets under management.

They offer an exceptional work environment, described as having the culture of a FinTech start-up while delivering institutional-level service to UHNW and HNW investors.

  • This is one of the most impressive FinTech firms to launch in recent years, with assets growing significantly over a sustained period.

As a member of this team, you will have the chance to take on broad roles and responsibilities, contributing to the development of automated reporting systems, conducting financial planning analysis for client portfolios, and producing analyses for multi-asset class portfolios.

Job Responsibilities

Key aspects of this role include:

  • Preparing periodic client portfolio reports, covering performance, exposures, and transactions in detail.
  • Conducting financial planning analysis for client portfolios and suggesting investment actions to align client objectives.
  • Producing analyses for multi-asset class client portfolios, including key exposures such as market betas, liquidity, currency, and geography.
Requirements

The ideal candidate should possess:

  • A strong academic background.
  • 1-5 years' experience in a role involving financial modelling.
  • Exposure to Wealth Management, preferably with financial planning experience for private clients.
  • A deep understanding of the private banking and asset management market.
  • Excellent communication skills.
  • An inquisitive character with a desire to continue learning and improving relevant fields.
  • Independence of thought.
  • Knowledge of portfolio construction and asset allocation.
  • No ego.
  • A solid grasp of financial theories and investment solutions.
Salary and Benefits

The estimated salary for this position is £60,000 - £80,000 per annum, based on location and industry standards. Additionally, you can expect a comprehensive benefits package, including health insurance, retirement plan, and opportunities for professional development.

Please note that due to high demand, we cannot respond to all applicants. We will contact highly qualified candidates directly to discuss further.

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