Portfolio Manager with Equity and Alternative Assets Expertise

7 days ago


Harrogate, North Yorkshire, United Kingdom Titan Wealth Holdings Limited Full time
About the Role

We are seeking a skilled Portfolio Manager to join our team at Titan Wealth Holdings Limited. As a key member of our investment management division, you will be responsible for managing clients' investments, providing investment advice, and ensuring that transactions meet regulatory requirements.

Responsibilities
  • Manage client portfolios to meet their investment objectives and risk profiles.
  • Develop and implement investment strategies to achieve optimal returns.
  • Represent the company to clients, potential clients, and business partners.
  • Maintain records of client interactions and transactions.
  • Stay up-to-date with market trends, regulatory changes, and best practices in portfolio management.
Requirements
  • 5+ years' experience in portfolio management or a related field.
  • In-depth knowledge of equity, fixed income, and alternative assets.
  • CFA/CAIA qualification is highly desirable.
  • Strong analytical, communication, and interpersonal skills.
Benefits
  • Competitive salary: $120,000 - $180,000 per annum
  • Hybrid working arrangement.
  • 25 days annual leave + public holidays.
  • A range of benefits, including private medical insurance and pension contribution.


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