Investment Portfolio Manager

21 hours ago


Birmingham, Birmingham, United Kingdom SF Recruitment Limited ta SF Group Full time
Job Description

**About the Role**

SF Recruitment Limited t/a SF Group is currently working with an exciting Wealth Management business in the recruitment of an Investment Portfolio Analyst.

**Key Responsibilities**

As an Investment Portfolio Analyst, you will be responsible for:

  • Day-to-day monitoring of investment portfolios to ensure optimal performance.
  • Producing monthly investment reports and attending monthly treasury meetings to discuss portfolio performance and make informed decisions.
  • Analysing portfolio returns and producing trended analysis to identify areas for improvement.
  • Making recommendations for changes to portfolios to maximize returns and minimize risk.
  • Assisting with the management of the group's property portfolio to ensure alignment with business objectives.
  • Developing a network of local firms and experts in private equity, venture capital, and property to identify new investment opportunities.
  • Undertaking fund manager meetings to discuss existing holdings and appraise potential new investments.
  • Participating in ad-hoc investment projects to drive business growth and expansion.
  • Attending meetings with investment managers to discuss portfolio performance and provide insights.

**Requirements**

To be considered for this role, you will have an entrepreneurial nature and a proven track record of delivering value-added activities in previous companies.

You must be a qualified CISI professional seeking an opportunity in a fast-paced, dynamic, and profitable business where you can grow and develop the role as the division grows.



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