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Portfolio Management Assistant

1 month ago

West Yorkshire, United Kingdom fish4.co - Jobboard Full time

We are seeking a skilled Portfolio Management Assistant to support our investment team in the preparation and maintenance of due diligence reports.

As a key member of our team, you will assist in the analysis of internal and external data sources to inform investment decisions and portfolio construction.

You will also be responsible for monitoring existing managers and underlying strategies, identifying potential risks, and notifying your manager and relevant teams.

Our ideal candidate will have experience in the finance and investment universe, with a strong understanding of accounting, investment analysis, and data management.

We offer a competitive salary, a generous holiday allowance, and a range of benefits, including Vitality Health Insurance, an Employee Assistance Programme, and a pension scheme.

Based in Leeds, we are a leading LGPS pool, offering investment opportunities across equities, fixed income, private markets, and global real estate.