Financial Portfolio Manager

Job DescriptionIDEX Consulting is looking for a skilled Investment Portfolio Manager - Financial Services to lead our financial planning efforts. The ideal candidate will have a proven track record in developing and implementing effective financial strategies for high net worth individuals.Responsibilities:Review client financial information, identifying...

LOM Financial Group - Wealth Management is a leading full-service investment firm with regulated affiliates in the Cayman Islands and the Bahamas.We are headquartered in Bermuda, with offices in the Bahamas, Grand Cayman, and the UK, offering a global presence to meet client needs.Our Investment Advisors source, build, and advise upon portfolios of assets...

Job OverviewZipRecruiter is seeking a seasoned Financial Planner Director to join our team in Scotland.This role offers the opportunity to grow and manage a portfolio of clients, delivering tailored financial planning advice.The ideal candidate will have experience in private client wealth management and a track record of success in growing and managing...

About the RoleWe are seeking a highly skilled Portfolio Management Professional to join our Wealth Management division, Cazenove Capital. This is an exciting opportunity for someone who is passionate about delivering exceptional client service and investment management.Key Responsibilities:Support senior portfolio managers in managing clients' portfolios,...

About the RoleThe Portfolio Group is looking for an experienced Human Resources Consultant to join our dynamic consultancy. As a Regional HR Manager, you will play a pivotal role in leading meetings, negotiation sessions, and offering expert guidance on diverse employee relations matters.ResponsibilitiesProvide expert advice on employee relations...

Core-Asset Consulting Ltd: Job OpportunityCompetitive Salary: £60,000 - £80,000 per annumAbout the RoleThis is a permanent position in our Edinburgh team as a Fund Controller, utilizing expertise in private equity/private markets and strong Excel skills.Strong experience in private equity / private marketsStrong ExcelInvestment Trust experience/knowledge...

Job OverviewWe are seeking a skilled Debt Recovery Portfolio Manager to join our team at LendingCrowd in Edinburgh.About the RoleThis is a full-time, permanent position that involves managing a portfolio of cases to maximise recoveries while complying with our corporate values and regulatory requirements.Key ResponsibilitiesAnalyse and interpret financial...

Role OverviewWe are seeking a Portfolio Manager Assistant to join our Investment team at Meraki Talent Ltd. This is a fantastic opportunity for someone with at least 2 years' experience in financial services administration to kickstart a career in finance.Main responsibilities include:Providing administrative support to various teams within the wider...

We are looking for an Account Management Specialist to join our team at JohnstonGreer Ltd. The successful candidate will be responsible for managing a portfolio of SIPP and SSAS clients, providing illustrations and technical support, and ensuring excellent customer service.What You Will Need:Proven experience in account management within the financial...

About Our Investment Management InstitutionOverview We are a leading Investment Management institution, recently bolstered by significant investment that has enabled us to expand our presence across Scotland.We aim to relaunch our strategy with a focus on financial planning and seek an experienced Financial Planner Director to drive growth in the Private...

Job DescriptionThis role is focused on originating and structuring PPAs for assets under management, supporting the Investment Team with due diligence reviews on offtake structures, managing relationships with key offtakers and market access providers, participating in BESS revenue model definition and execution, negotiating Route-to-Market agreements for...

Cazenove Capital, a division of Schroders, is seeking an experienced Investment Portfolio Assistant Manager to join our Wealth Management team. This role offers a unique opportunity for a driven and ambitious professional to contribute to the delivery of exceptional client service and investment management.About Cazenove CapitalWe are one of the largest...

We are seeking a Financial Proposition Specialist to join our proposition team at Nucleus Financial Platforms group. Our ambition is to create a platform with a difference, putting the customer centre stage. We estimate that the salary for this role will be around £55,000 - £65,000 per year, depending on experience.The purpose of this role is to support...

About UsWe are Greenbean, a leading provider of innovative solutions to the financial industry. We are currently seeking an Adviser Portfolio Coordinator to join our team in Edinburgh. This is a salaried position with a salary range of £29,000-£30,000 per year.The primary responsibility of the Adviser Portfolio Coordinator will be to coordinate and manage...

We are looking for an experienced Portfolio Performance Analyst to join our team at Clearwater Analytics. As a Portfolio Performance Analyst, you will play a vital role in delivering top-notch analytical support to our global clients.In this role, you will be responsible for analyzing and interpreting large datasets to provide actionable insights, managing...

About the RoleWe are seeking a skilled Portfolio Administrator to join our team. As a key member of our operations function, you will play a critical role in ensuring the smooth day-to-day processing of client portfolios.In this position, you will be responsible for delivering high-quality service to our corporate clients, achieving accuracy and compliance...

Cobalt Recruitment is working with a well-respected Managing Agent to find a highly skilled Facilities Manager. This position involves managing a portfolio of properties in Edinburgh and Dunfermline.The estimated salary for this role is £35,000 - £45,000 per annum, depending on experience.As the successful candidate, you will be responsible for managing...

A leading onshore wind development company is seeking a highly skilled Director of Development to join their team in a remote location. Estimated salary range: $120,000 - $180,000 per annum.Position: Director of DevelopmentThe RoleAs the Director of Development, you will play a key role in growing the company's wind energy portfolio. You'll be responsible...

Job Title: Senior Financial Management ProfessionalJob Summary:At the Scottish Further and Higher Education Funding Council, we are seeking a highly skilled Senior Financial Management Professional to join our team. As a key member of our Governance, Infrastructure and Sustainability team, you will play a vital role in the effective review and analysis of...

About the RoleThe Investment Portfolio Manager role at Citigroup Inc. is an exciting opportunity to join a dynamic team responsible for managing investment portfolios on behalf of clients. As a key member of the team, you will be responsible for identifying and implementing investment opportunities that meet client objectives.Key ResponsibilitiesIdentify and...