Portfolio Manager
4 weeks ago
Job 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 will also be responsible for analysing portfolio returns, producing trended analysis, and making recommendations for changes to portfolios.
Key Responsibilities:
- Day-to-day monitoring of investment portfolios
- Producing monthly investment reports and attending monthly treasury meetings
- Analysing portfolio returns and producing trended analysis
- Making recommendations of changes to portfolios
- Assisting with the management of the group's property portfolio
- Developing a network of local firms/experts in private equity/VC, property etc to ensure a good flow of investment opportunities
- Undertaking fund manager meetings of existing holdings and to appraise potential new investments
- Ad-hoc investment projects
- Attending meetings with investment managers to discuss portfolio performance
Requirements:
To be considered for this role, you will have an entrepreneurial nature and will have demonstrated clear value add activities in the companies you've worked at previously. You must be a qualified CISI and seeking opportunity in a fast-paced, dynamic, profitable business where you will really be able to grow and develop the role as this division grows.
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