Investment & Portfolio Director
4 weeks ago
- Portfolio & Investment Manager
- Key Responsibilities:
- Maintain existing client relationships and develop additional private client business from individual connections and professional intermediaries.
- Build and maintain long-lasting and profitable relationships, recognising new opportunities as they arise.
- Develop a business development mindset to leverage new opportunities from an existing book of business.
For this role, you will need to have a genuine interest in all aspects of the investment industry and a strong ability to build and maintain relationships.
As a Senior Portfolio Manager, you will be responsible for managing a portfolio of private client investments and developing new business opportunities.
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Investment Portfolio Director
4 weeks ago
North Yorkshire, United Kingdom Heat Recruitment Full time £120,000Job Title: Investment Portfolio DirectorWe are seeking an experienced Investment Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for maintaining existing client relationships and developing new business opportunities.Key Responsibilities:* Develop and maintain strong relationships with existing...
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Investment Director
1 month ago
North Yorkshire, United Kingdom Heat Recruitment Full timeInvestment & Portfolio Director OpportunityWe are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing existing client relationships and developing new business opportunities.Key Responsibilities:Manage a portfolio of high net worth clients, providing...
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Investment Director
1 month ago
North Yorkshire, United Kingdom Heat Recruitment Full timeInvestment & Portfolio Director OpportunityWe are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing existing client relationships and developing new business opportunities.Key Responsibilities:Manage a portfolio of high net worth clients, providing...
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Strategic Portfolio Director
4 weeks ago
North Yorkshire, United Kingdom Heat Recruitment Full timeJob Title: Investment & Portfolio DirectorJob Summary:We are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing existing client relationships and developing new business opportunities.Key Responsibilities:Portfolio and Investment ManagementBusiness...
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Strategic Investment Director
3 weeks ago
North Yorkshire, United Kingdom Heat Recruitment Full time £120,000Portfolio & Investment Manager OpportunityHeat Recruitment are working with a well-established national investment management firm to find a highly skilled Investment/Portfolio Director to assist with the continued growth of the company in North Yorkshire. As a key member of the team, your primary focus will be on maintaining existing client relationships...
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Senior Portfolio Strategist
3 weeks ago
North Yorkshire, United Kingdom Heat Recruitment Full timeJob Title: Investment & Portfolio DirectorJob Summary:We are seeking an experienced Investment & Portfolio Director to join our team at Heat Recruitment. As a key member of our team, you will be responsible for managing existing client relationships and developing new business opportunities.Key Responsibilities:Manage a portfolio of high net worth...
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Fund Investment Manager
2 months ago
North Yorkshire, United Kingdom Heat Recruitment Full time €120,000Portfolio & Investment Manager Basic up to £120,000 plus bonus and full package A well-known national investment management firm are looking for an additional Investment/Portfolio Director to assist with the continued development of the company in North Yorkshire. Your focus will be a combination of maintain existing client relationships and...
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Portfolio Director
4 weeks ago
North West England, Greater Manchester, Greater Manchester, United Kingdom Succession Partners Full timeI’m currently working with a leading investment house that are looking to appoint a Portfolio Director who will create value across their portfolio. The role will be broad and varied (as is the experience required), while you monitor growth and cash requirements against plan, challenge strategy and utilise networks to optimise investment opportunities...
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Investment Portfolio Assistant
4 weeks ago
West Yorkshire, United Kingdom fish4.co - Jobboard Full timeBorder to Coast is seeking an Investment Portfolio Assistant to support the preparation and maintenance of due diligence reports. The successful candidate will assist in investment decision making and portfolio construction using internal and external data sources and research.The role involves ongoing monitoring of existing managers and underlying...
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Investment Portfolio Manager
2 months ago
West Yorkshire, United Kingdom The People Pod Full timeUnlock Your Potential as a Portfolio AnalystAt The People Pod, we're seeking a skilled Portfolio Analyst to join our team and contribute to the success of our clients' investment portfolios. As a key member of our Property Management team, you'll play a vital role in shaping our investment services and delivering exceptional results.Key...
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Investment Portfolio Manager
2 months ago
West Yorkshire, United Kingdom The People Pod Full timeUnlock Your Potential as a Portfolio AnalystAt The People Pod, we're seeking a skilled Portfolio Analyst to join our team and contribute to the success of our clients' investment portfolios. As a key member of our Property Management team, you'll play a vital role in shaping our investment services and delivering exceptional results.Key...
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Private Client Business Development Director
4 hours ago
North Yorkshire, United Kingdom Heat Recruitment Full timeJob DescriptionWe are seeking an experienced Investment & Portfolio Director to lead our private client business development efforts in North Yorkshire.About the RoleThe ideal candidate will have a strong background in investment management, with experience as a UK private client discretionary Investment Manager and an existing book of business to leverage...
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Portfolio Management Assistant
4 weeks ago
West Yorkshire, United Kingdom fish4.co - Jobboard Full timeWe 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...
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Head of Portfolio Management Office
2 months ago
west yorkshire, United Kingdom Michael Page Full timeHead of Portfolio Management Office (PMO / Strategic Programmes) - West YorkshireWe are seeking an astute, credible and highly experienced Head of Portfolio Management Office (Programme Management Office / ePMO) for a permanent role in Yorkshire. This role will be fundamental in establishing the governance frameworks and assurance for a sizeable...
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Aftersales Director
4 weeks ago
West Yorkshire, United Kingdom Harte Consulting Ltd Full timeHarte Recruitment is seeking a seasoned Aftersales Director with expertise in managing the full sales cycle of investment property transactions. Key responsibilities include:Developing and implementing sales strategies to drive business growthLeading a team of sales professionals to achieve sales targetsBuilding and maintaining relationships with clients and...
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Senior Investment Analyst
4 weeks ago
West Yorkshire, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK)Job DescriptionSenior Investment Analyst - Private EquityConduct comprehensive financial analysis, due diligence, and portfolio management for private equity co-investments and direct investments.Primary responsibilities include reviewing financial models, building investment materials, analyzing sectors, and monitoring...
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Portfolio Risk Analyst
5 days ago
leeds, west yorkshire, United Kingdom Blue Octopus Recruitment Ltd Full timeFull time,37.5 hour per week(we welcome flexible working discussions)An opportunity to make a differenceOur client's purpose is to make a difference and theyre looking for a keen Portfolio Risk Analyst to join their team.As a customer-owned and customer-focused organisation, integrity is one of their values, as is their collaborative and sustainable...
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Investment Analyst
2 days ago
North West London, United Kingdom CV-Library Full timeInvestment Analyst sought for a market-leading Insurer. Our client is seeking a Part Qualified Actuary or CFA candidate to join them as an Investment Analyst. This is a fantastic opportunity for a Part Qualified Actuary or CFA candidate with Defined Benefit Investment experience to join a market-leading Insurer as an Investment Analyst. Responsibilities...
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Property Portfolio Analyst
4 weeks ago
West Yorkshire, United Kingdom The People Pod Full timeProperty Portfolio AnalystAt The People Pod, we're seeking a skilled Property Portfolio Analyst to join our team. As a key member of our Property Management team, you'll play a crucial role in shaping our investment services and driving growth.Your primary responsibility will be to oversee a stunning portfolio of properties, ensuring smooth transitions from...
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Senior Investment Analyst
4 weeks ago
West Yorkshire, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is proud to partner with a leading Private Equity firm based in the West End.Job DescriptionWe are seeking a highly skilled Senior Investment Analyst to join our team.As a key member of our deal team, you will be responsible for conducting in-depth financial analysis, due diligence, and portfolio management.Key...