Investment Portfolio Manager
21 hours ago
**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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