Investment Portfolio Manager

3 weeks ago


Birmingham, Birmingham, United Kingdom SF Recruitment Full time
Investment Analyst Job Opportunity

At SF Recruitment, we are partnering with a dynamic Wealth Management business in Birmingham to find an exceptional Investment Analyst.

This role will involve working closely with an ambitious Investment Director to:

  • Monitor investment portfolios on a daily basis
  • Prepare and present monthly investment reports to the treasury team
  • Analyze portfolio returns and identify trends
  • Make recommendations for portfolio adjustments
  • Assist in the management of the company's property portfolio
  • Develop relationships with local firms and experts in private equity, venture capital, and property to identify new investment opportunities
  • Meet with fund managers to evaluate existing holdings and potential new investments
  • Attend meetings with investment managers to discuss portfolio performance

To be successful in this role, you will need to demonstrate an entrepreneurial mindset and a track record of delivering value-added activities in your previous roles.



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