Investment Portfolio Manager
7 days 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.
-
Investment Portfolio Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full time**Investment Portfolio Manager Opportunity**SF Recruitment is working with a leading Wealth Management business in Birmingham to find an experienced Investment Portfolio Manager. The successful candidate will be responsible for: Monitoring investment portfolios on a daily basis Preparing monthly investment reports and attending treasury meetings Analyzing...
-
Investment Portfolio Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury...
-
Investment Portfolio Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will be responsible for:Monitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalyzing portfolio returns and creating trended analysisMaking...
-
Investment Portfolio Manager
2 months ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve:Key ResponsibilitiesMonitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalyzing portfolio returns and...
-
Investment Portfolio Manager
2 months ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeInvestment Analyst Job OpportunityAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.This role will involve:Key ResponsibilitiesMonitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalyzing portfolio returns and...
-
Investment Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeSF Recruitment is currently working with a leading Wealth Management business in the recruitment of an Investment Manager.This role will be responsible for:Monitoring investment portfolios on a daily basisProducing monthly investment reports and attending treasury meetingsAnalysing portfolio returns and producing trended analysisDeveloping a network of local...
-
Investment Portfolio Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment (Birmingham) Full timeInvestment Analyst OpportunitySF Recruitment is working with a dynamic Wealth Management business in Birmingham to recruit an Investment Analyst.This role will involve working closely with an ambitious Investment Director to:Monitor investment portfolios on a daily basisPrepare and present monthly investment reports to the treasury teamAnalyse portfolio...
-
Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeJob Title: Investment ManagerJob Summary: SF Recruitment is currently working with an exciting Wealth Management business in Birmingham to recruit an Investment Manager. This role will be responsible for the day-to-day monitoring of investment portfolios, producing monthly investment reports, and attending monthly treasury meetings. The successful candidate...
-
Investment Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full time**Investment Manager Role**SF Recruitment is working with a leading Wealth Management business in Birmingham to recruit an Investment Manager. This role will involve:Monitoring investment portfolios on a daily basisProducing monthly investment reports and attending treasury meetingsAnalysing portfolio returns and producing trended analysisDeveloping a...
-
Investment Manager
4 weeks ago
Birmingham, Birmingham, United Kingdom BWD Search Full timeAbout the RoleWe are seeking an experienced Investment Manager to join our team in Birmingham, covering the Midlands region.This dual-role opportunity involves managing client portfolios while also playing a key role in relationship management and business development.Key Responsibilities:Manage and grow a portfolio of private clients, providing...
-
Investment Management Intern
2 months ago
Birmingham, Birmingham, United Kingdom Resourcemgt Full timeJoin Our Team as an Investment Management InternRMS is seeking a highly motivated and detail-oriented individual to join our Investment Management team as an intern. As a key member of our team, you will be responsible for supporting the management of client timberland portfolios and associated client interactions.Key Responsibilities:Conduct thorough...
-
Investment Management Intern
2 months ago
Birmingham, Birmingham, United Kingdom Resourcemgt Full timeJoin Our Team as an Investment Management InternRMS is seeking a highly motivated and detail-oriented individual to join our Investment Management team as an intern. As a key member of our team, you will be responsible for supporting the management of client timberland portfolios and associated client interactions.Key Responsibilities:Conduct thorough...
-
Investment Management Intern
4 weeks ago
Birmingham, Birmingham, United Kingdom Resourcemgt Full timeInvestment Management Internship OpportunityRMS is seeking a highly motivated and detail-oriented intern to join our Investment Management team. As an intern, you will have the opportunity to work closely with our experienced professionals and contribute to the management of client timberland portfolios.Key Responsibilities:Conduct analysis and provide...
-
Chief Investment Officer
3 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeAt SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Manager.This role will be responsible for:Monitoring investment portfolios on a daily basisPreparing monthly investment reports and attending treasury meetingsAnalysing portfolio returns and producing trended analysisMaking...
-
Investment Management Professional
4 weeks ago
Birmingham, Birmingham, United Kingdom Resourcemgt Full timeRMS is seeking a highly motivated and detail-oriented individual to join our Investment Management team as an intern. As a key member of our team, you will be responsible for assisting in the management of client timberland portfolios and associated client interactions.Key responsibilities include:Conducting in-depth analysis and providing well-supported...
-
Asset and Commercial Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom Sanctuary Group Full timeCommercial Assets Manager Job DescriptionWe are seeking a highly skilled Commercial Assets Manager to join our Property team in Central and West England. In this role, you will be responsible for defining, commissioning, and delivering investment programmes across our property portfolio.Key Responsibilities:Develop and implement targeted, value-for-money...
-
Asset and Commercial Portfolio Manager
1 month ago
Birmingham, Birmingham, United Kingdom Sanctuary Group Full timeCommercial Assets Manager Job DescriptionWe are seeking a highly skilled Commercial Assets Manager to join our Property team in Central and West England. In this role, you will be responsible for defining, commissioning, and delivering investment programmes across our property portfolio.Key Responsibilities:Develop and implement targeted, value-for-money...
-
High Net Worth Investment Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom BWD Search Full timeWe are seeking an experienced Investment Manager to join our team at BWD Search. The ideal candidate will have a proven track record of managing high-net-worth clients and a strong network for business development.Key Responsibilities:Manage and grow a portfolio of private clients, providing discretionary investment management.Leverage your network to...
-
Sustainable Investment Management Professional
2 weeks ago
Birmingham, Birmingham, United Kingdom Resourcemgt Full timeRMS seeks a highly skilled and motivated Sustainable Investment Management Professional to join its Investment Management team. This team is responsible for the management of client timberland portfolios and associated client interactions.Key responsibilities will include:Key Responsibilities:Conducting analysis and providing concise, well-supported work...
-
IT Portfolio Manager
3 weeks ago
Birmingham, Birmingham, United Kingdom GXO Logistics, Inc. Full timeJob Overview:We are seeking a skilled IT Portfolio Manager to join our team at GXO Logistics, Inc. As a key member of our organization, you will be responsible for supporting the delivery of our portfolio through portfolio management, reporting, communication, and identifying outcomes/value delivery to ensure GXO goals are achieved.Key...