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Investment Portfolio Manager
2 months ago
SF Recruitment is currently working with a dynamic Wealth Management business in the recruitment of an Investment Manager. The role involves:
Key Responsibilities:
- Monitoring investment portfolios on a daily basis.
- Producing monthly investment reports and attending treasury meetings.
- Analysing portfolio returns and creating trended analysis.
- Making recommendations for portfolio changes.
- Assisting with the management of the group's property portfolio.
- Developing a network of local firms and experts to identify investment opportunities.
- Undertaking fund manager meetings to appraise existing holdings and potential new investments.
- Additional ad-hoc investment projects.
Requirements:
To be considered for this role, you must be a qualified CISI professional with an entrepreneurial nature and a proven track record of delivering value add activities in previous companies. You should be seeking an opportunity in a fast-paced, dynamic, and profitable business where you can grow and develop the role as the division expands.