Portfolio Management Associate

1 week ago


London, Greater London, United Kingdom Page Personnel Full time
Portfolio Management Position
We are seeking a skilled Portfolio Management Associate to join our team in Central London. As a Portfolio Management Associate, you will support the Investment & Reporting Controller in investment administration and produce routine investment reporting.

About the Role
This role requires a finance background and high levels of numeracy. The ideal candidate should have experience analysing data sets and an interest in investment reporting. A CFA or CAIA qualification is desirable.

Key Responsibilities:
  • Support during the audit process
  • Maintenance of benchmarks for investment reporting
  • Entry of calls, distributions, and valuations in fund administration systems

What We Offer:
A competitive salary of £58,000 - £68,000 per annum, depending on experience
Benefits package, including hybrid working arrangements and study support opportunities
Bonus scheme based on performance

About Page Personnel
We are a leading recruitment agency specialising in finance and accounting roles.

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