Assistant Portfolio Manager

1 month ago


West Yorkshire, United Kingdom Blue Octopus Recruitment Ltd Full time
About the Role

We are seeking an experienced Assistant Portfolio Manager to join our team in Leeds. As a key member of our investment team, you will play a crucial role in the preparation and maintenance of extensive due diligence reports, supporting investment decision making and portfolio construction.

Key Responsibilities
  • Assist in the preparation and maintenance of due diligence reports, utilizing internal and external sources of data and research.
  • Support investment decision making and portfolio construction, working closely with the investment team.
  • Perform ongoing monitoring of existing managers and underlying strategies, identifying risks and notifying relevant teams.
  • Coordinate process and collaborate with colleagues to ensure effective risk management.
About You

We are looking for a highly skilled and experienced professional with a strong background in finance and investment. Ideally, you will have operational due diligence experience, but this is not essential. You may have experience in accounting, investment analysis, IT, data, internal audit, investment operations, or a related field.

Key skills and qualifications include:

  • Excellent written and verbal communication skills.
  • Strong organizational and time management skills.
  • Ability to interact across departments and establish relationships to source information and evidence.
About Us

We are the largest LGPS pool in the UK, owned by 11 Local Government Pension Schemes. Our Partner Funds represent 3,100 employers and over a million members, with c.£64bn in investments. We offer a range of benefits, including Vitality Health Insurance, Employee Assistance Programme, and a generous holiday allowance.

We are committed to providing a supportive and inclusive work environment, with opportunities for professional development and growth. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.



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