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Strategic Portfolio Manager

1 month ago

Birmingham, Birmingham, United Kingdom SF Recruitment Full time

SF Recruitment is seeking an experienced Investment Manager to join a dynamic Wealth Management business in the heart of Birmingham. As a key member of the team, you will be responsible for monitoring and analyzing investment portfolios, producing regular reports, and making recommendations to drive growth and success.

About the Role

This exciting opportunity involves working closely with an ambitious Investment Director to:

  • Monitor and optimize investment portfolios to ensure maximum returns
  • Produce high-quality investment reports and present findings to stakeholders
  • Analyze portfolio trends and make data-driven recommendations
  • Develop a network of local experts and firms to identify new investment opportunities
  • Conduct thorough research on potential investments and appraise their feasibility

To succeed in this role, you must have a proven track record of value-added activities in your previous roles, demonstrating your ability to drive results and contribute to a growing organization.

About the Company

SF Recruitment is a leading recruitment agency specializing in finance and investment roles. Our expertise and knowledge enable us to connect top talent with exciting opportunities in the industry.

Requirements

We are looking for a highly motivated and experienced Investment Manager with:

  • A strong background in investment analysis and portfolio management
  • Excellent communication and presentation skills
  • Able to work independently and as part of a team
  • Strong analytical and problem-solving skills

In return, we offer a competitive salary package, including an estimated annual salary of £65,000 - £80,000, depending on experience. If you are a driven and ambitious professional looking to take your career to the next level, please apply today