Investment Portfolio Manager

3 days ago


Dudley, Dudley, United Kingdom Nichols College Full time
Job Overview

We are seeking an experienced Investment Portfolio Manager to support our portfolio managers in handling client accounts. This role involves interacting with clients directly to manage their accounts, including cash and security distributions, generating scheduled and ad-hoc reports, and maintaining our CRM database.

The successful candidate will work closely with the portfolio managers, custodian banks, and securities firms to manage, record, and reconcile trading and securities information. The position requires strong account management and customer service skills, as well as data analytics and quantitative analysis abilities related to the investment process.

Responsibilities
  1. Record and process trades and portfolio transactions using our financial software system.
  2. Create new client accounts and maintain accurate records.
  3. Generate routine, special, and ad-hoc client reports.
  4. Support portfolio managers in special client projects.
  5. Provide general administrative support as needed.
Requirements
  • Proficient in Microsoft Office (Word and Excel).

The estimated salary for this position is $70,000 - $90,000 per year, based on location and experience.



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