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Investment Portfolio Manager

2 months ago

Birmingham, Birmingham, United Kingdom SF Recruitment Full time

Investment Opportunities

At SF Recruitment, we are working with a dynamic Wealth Management business in Birmingham to find an Investment Analyst. This role will be responsible for:

**Key Responsibilities:**

• Monitoring investment portfolios on a daily basis

• Preparing and presenting monthly investment reports to the Investment Director

• Analyzing portfolio returns and identifying trends

• Building relationships with local firms and experts in private equity, venture capital, and property to source investment opportunities

• Conducting fund manager meetings to evaluate existing holdings and potential new investments

• Undertaking ad-hoc investment projects as required

**About the Role:**

This is an exciting opportunity to join a forward-thinking Wealth Management business and contribute to the success of their investment team. If you have a passion for investment analysis and a strong understanding of the financial markets, we would love to hear from you.