Portfolio Management Specialist

3 weeks ago


London, Greater London, United Kingdom Altus Partners Full time

Altus Partners seeks a dynamic Portfolio Management Specialist to drive the success of our investment portfolios. This exciting opportunity involves conducting portfolio valuations, preparing quarterly reports, supporting audits, liaising with administrators, managing day-to-day finance, and monitoring portfolio performance.

About the Role:
  • Salary: £60,000 - £80,000 per annum, depending on experience.
  • Location: Flexible working arrangements with regular office hours.
Responsibilities:
  1. Conduct Portfolio Valuations: Utilize your expertise to accurately value our investment portfolios, ensuring informed decision-making.
  2. Prepare Quarterly Reports: Develop comprehensive reports highlighting key portfolio metrics and trends.
  3. Support Audits: Work collaboratively with auditors to guarantee efficient audit processes and address any findings.
  4. Liaise with Administrators: Build strong relationships with external administrators to optimize operations.
  5. Manage Day-to-Day Finance: Oversee daily financial activities, including accounting, budgeting, and forecasting.
  6. Monitor Portfolio Performance: Continuously assess portfolio performance, identifying areas for improvement and opportunities for growth.

The successful candidate will possess ACA qualifications, be a self-starter with PQE experience, and demonstrate exceptional communication, attention to detail, and multitasking skills.



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