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Investment Portfolio Manager

2 months ago


Birmingham, Birmingham, United Kingdom SF Recruitment Full time

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.