Portfolio Investment Specialist
5 days ago
Schroders Recruitment is seeking a skilled Portfolio Investment Specialist to join our team. As a key member of our investment management team, you will be responsible for delivering excellent client service and managing individual client portfolios in line with agreed Strategic Asset Allocation, benchmarks, and restrictions.
In this role, you will have the opportunity to work closely with clients to understand their unique needs and develop tailored investment strategies. You will also be responsible for recommending changes to underlying securities and/or funds, as well as reacting to client-related enquiries in a timely manner.
This is an exciting opportunity for a motivated and experienced professional to join our team and contribute to delivering exceptional investment performance to our clients.
The estimated salary for this role is £55,000 - £70,000 per annum, depending on experience.
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Investment Portfolio Specialist
2 weeks ago
Manchester, United Kingdom Arrow Global Group Full timeAt Arrow Global Group, we are seeking an experienced Investment Portfolio Specialist to join our Portfolio Management team. As a key member of the team, you will be responsible for supporting the management of diverse investment portfolios.The ideal candidate will have strong analytical skills and be able to synthesise complex information from multiple...
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Investment Portfolio Specialist
2 weeks ago
Manchester, United Kingdom AJ Bell Management Limited Full timeAt AJ Bell Management Limited, we are seeking a skilled Investment Portfolio Specialist to join our Dealing Services Teams. This role involves supporting customers by phone, email, and secure message in executing deals over the phone.This position requires excellent customer service skills, with a polite and professional telephone manner.The ideal candidate...
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Investment Portfolio Analyst
2 weeks ago
Manchester, United Kingdom Macdonald & Company Full timeInvestment Portfolio AnalystEstimated Salary: £55,000 - £70,000 per annumA UK-based Commercial Property Investment company is seeking a skilled Investment Portfolio Analyst to join its team in Manchester.The successful candidate will assist with real estate investments, acquisitions, and portfolio performance analysis, leveraging data insights to drive...
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Investment Portfolio Manager
1 month ago
Manchester, United Kingdom Macdonald & Company Full timeJob Title: Investment Portfolio ManagerThe Macdonald & Company team is seeking an experienced Investment Portfolio Manager to join its Commercial Property Investment division in Manchester. This role offers a unique opportunity for a professional with a strong background in data science and financial modeling to drive investment decisions and maximise...
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Investment Portfolio Manager
2 weeks ago
Manchester, United Kingdom AJ Bell Management Limited Full timeJob Title: Investment Portfolio ManagerWe are seeking a highly skilled Investment Portfolio Manager to join our team at AJ Bell Management Limited. This role will involve the maintenance of our discretionary managed portfolios, ensuring they meet the highest standards of quality and performance.About Us:AJ Bell is a leading investment platform business in...
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Investment Portfolio Administrator
3 weeks ago
Manchester, United Kingdom AJ Bell Management Limited Full time**About the Role:** We are looking for a highly skilled Investment Portfolio Administrator to join our team. Your primary responsibility will be to assist the Head of Investment Solutions in maintaining and enhancing our discretionary managed portfolios.
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Investment Portfolio Lead
3 weeks ago
Manchester, United Kingdom Merje Full timeAbout Merje:We are a leading banking institution in Manchester, seeking an experienced Investment Portfolio Lead to join our team. This is a fantastic opportunity for a skilled investment professional to lead and manage a portfolio of customers.Location: Manchester, UKHybrid working availableSalary: Up to £70,000 per annumJob Description:As an Investment...
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Investment Portfolio Manager
2 weeks ago
Manchester, United Kingdom Ferguson Dean Full timeWe are seeking an experienced Investment Portfolio Manager to join our team at Ferguson Dean in Manchester. This is a fantastic opportunity for a skilled professional to manage a portfolio of private clients with assets ranging from £250,000 to £5 million.The successful candidate will oversee a £20 million portfolio and be responsible for sourcing new...
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Portfolio Management Specialist
3 weeks ago
Manchester, United Kingdom AJ Bell Management Limited Full time**Job Overview:** We have an exciting opportunity for a talented Portfolio Management Specialist to join our team. As a specialist, you will work closely with the Head of Investment Solutions and the investment team to develop and implement effective portfolio management strategies.
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Investment Portfolio Manager
1 week ago
Manchester, United Kingdom AJ Bell Management Limited Full timeWe are seeking a skilled Investment Portfolio Manager to join our team at AJ Bell Management Limited.The successful candidate will be responsible for maintaining and implementing investment strategies across various portfolios, ensuring alignment with our company's goals and regulatory requirements.This role involves working closely with our Research...
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Investment Portfolio Manager
3 weeks ago
Manchester, United Kingdom Agility Resoucing Full timeAre you looking for a challenging career in stockbroking? We are seeking a talented individual to join our team as an Experienced Private Client Stockbrokers.Job Description:Build and maintain a portfolio of private client relationships to maximize asset and revenue growth by meeting client needs.Understand investment, tax, trust, pensions, financial...
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Investment Portfolio Manager
1 month ago
Manchester, United Kingdom AJ Bell Management Limited Full timeAJ Bell Management Limited is a leading investment platform business in the UK, offering a range of award-winning solutions for financial advisers and DIY investors. As an Investments Analyst, you will be responsible for supporting the maintenance of AJ Bell discretionary managed portfolios across various areas, including product governance, strategic and...
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Portfolio Investment Manager
2 weeks ago
Manchester, United Kingdom Altus Partners Full timeAltus Partners, a leading Private Equity fund, is seeking an experienced professional to join their team. The successful candidate will have the opportunity to work on a wide range of investments across various sectors in the UK.The ideal candidate will have a strong background in financial modelling and analysis, with experience in due diligence and...
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Investment Portfolio Manager
1 week ago
Manchester, United Kingdom Aspire Data Recruitment Full timeAbout the OpportunityThis is an exciting opportunity for an experienced Senior Investment Manager to join our team in Manchester.As a member of our Investment team, you will be responsible for managing a portfolio of transactions, working closely with senior and junior Investment Analysts to review models and prepare investment papers.Reporting to the Head...
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Portfolio Manager
2 weeks ago
Manchester, United Kingdom AJ Bell Management Limited Full timeAbout the RoleWe are seeking a highly skilled Portfolio Manager to join our investments team at AJ Bell. The successful candidate will be responsible for supporting the Head of Investment Solutions and the investment team in designing, manufacturing, monitoring, and maintaining AJBAM managed portfolios.Main Responsibilities:Support the Head of Investment...
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Financial Portfolio Specialist
3 weeks ago
Manchester, United Kingdom AJ Bell Management Limited Full timeAbout the RoleWe are seeking an experienced Financial Portfolio Specialist to join our team at AJ Bell. As a key member of our investment management team, you will be responsible for the maintenance of our discretionary managed portfolios.
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Senior Investment Specialist
2 weeks ago
Manchester, United Kingdom Macdonald & Company Full timeSenior Investment SpecialistEstimated Salary: £50,000 - £65,000 per annumA leading UK Commercial Property Investment company is seeking an experienced Senior Investment Specialist to join its team in Manchester.The successful candidate will play a key role in real estate acquisitions, disposals, and portfolio performance monitoring, utilising data science...
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Investment Portfolio Advisor
2 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeAbout the Company">We are a well-established and highly regarded national Wealth Management firm, dedicated to delivering exceptional results in the private client sector.Our experienced team provides high-quality services to clients, with a focus on building long-lasting relationships and achieving outstanding investment returns.We value integrity,...
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Senior Investment Portfolio Manager
2 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeJob OverviewWe are seeking a highly skilled Senior Investment Portfolio Manager to drive growth and deliver exceptional results in our Manchester office.As a key member of our team, you will manage and advise on existing and new client investment portfolios, contributing to the development of our brand within the region through exceptional service,...
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Investment Portfolio Manager Manchester
2 weeks ago
Manchester, United Kingdom Heat Recruitment Full timeAbout the RoleAs a Senior Discretionary Investment Advisor, you will be responsible for managing and advising on both existing and new client investment portfolios.You will play a key role in further developing the brand within the region by providing exceptional service to clients.The focus is on delivering high-quality advice while growing your portfolios...