Portfolio Manager Lead

5 days ago


London, Greater London, United Kingdom Halliday Marx Full time
  • Lead an allocated portfolio to ensure timely deliverables.
  • Work alongside the Partner to manage their European portfolio.
  • Manage and train a team of 4.
  • Deal with technical accounting/tax queries from clients.
  • Provide business structuring for new or current clients.
  • Liaise with European clients and be the main point of contact.
  • Collaborate with office teams on projects, troubleshooting, or ad hoc basis.
  • Develop service and fee proposals for new clients.
  • Assist with internal matters.
  • Analyze accounts and provide reviews.


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