Investment Portfolio Manager
3 weeks ago
We are seeking an Investment Portfolio Manager to join our team at Leverton Search. This is an exciting opportunity to work with a highly rated Investment House that offers a range of investment strategies across equities, fixed income, multi-asset, alternatives and sustainability.
The successful candidate will have a strong interest and expertise in equities and emerging markets, with exceptional communication skills both written and verbal. They will be responsible for communicating the investment process, philosophy, portfolio updates, and performance through well-crafted written content.
Key responsibilities include:
- Identifying client needs and providing solutions to convert opportunities into new business.
- Engaging with clients by participating in meetings with both clients and prospects, while preparing relevant materials to support these discussions.
- Building strong relationships with the investment team, Client Groups, and clients to foster collaboration and success.
- Assisting with broader commercial efforts, including strategic planning and supporting client onboarding processes.
Necessary qualifications, experience and competencies include:
- 3+ years of experience in investment management, consulting, or wealth management.
- Exceptional communication skills, both written and verbal.
- Strong interest and expertise in equities and emerging markets.
- Proven ability to juggle multiple projects and manage workloads efficiently.
- Holds a professional qualification (CFA, FIA, or equivalent).
- Degree educated or equivalent.
The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience.
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Investment Portfolio Manager
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Investment Portfolio Manager
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Investment Portfolio Manager
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