Portfolio Manager
3 weeks ago
At IDEX Consulting, we are seeking a skilled Portfolio Manager to join our investment team in Manchester. As a key member of our team, you will be responsible for acting as a point of contact for clients, communicating effectively, and assisting with long-term relationships.
Key Responsibilities:- Act as a point of contact for clients
- Communicate professionally and effectively with clients
- Assist with long-term relationships with a portfolio of clients
- Identify business development opportunities within the existing client base
- Work alongside Senior Client Manager to discuss client circumstances and create a financial strategy
- Maintain ongoing relationships with clients, keeping them informed and answering queries
- Identify client needs and undertake preparation, collaborating with other colleagues and teams where appropriate
- Articulate our services to clients and identify business opportunities based on their needs
- Ensure all clients are contacted on a regular basis
- Ensure client-facing documents are accurate and appropriate for the client
- Solid investment industry experience
- Good client service skills
- Investment Advice Diploma is essential
We offer a competitive benefits package and hybrid working arrangements.
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Portfolio Insights Manager
2 months ago
Manchester, United Kingdom Portfolio Verlag Full timeJob Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team. As a key member of our team, you will be responsible for providing reporting, insight, and analysis on value being delivered across the change portfolio.Key Responsibilities:Collate and analyse data across all elements of...
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Portfolio Insights Manager
2 months ago
Manchester, United Kingdom Portfolio Verlag Full timeJob Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team. As a key member of our team, you will be responsible for providing reporting, insight, and analysis on value being delivered across the change portfolio.Key Responsibilities:Collate and analyse data across all elements of...
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Portfolio Insights Manager
3 weeks ago
Manchester, United Kingdom Portfolio Verlag Full timeJob Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team in either Salford Quays, Manchester or Haywards Heath, West Sussex office.About the RoleThe successful candidate will work closely with the senior leadership team to focus on the provision of reporting, insight and analysis...
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Portfolio Insights Manager
3 weeks ago
Manchester, United Kingdom Portfolio Verlag Full timeJob Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team in either Salford Quays, Manchester or Haywards Heath, West Sussex office.About the RoleThe successful candidate will work closely with the senior leadership team to focus on the provision of reporting, insight and analysis...
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Portfolio Insights Manager
4 weeks ago
Manchester, United Kingdom Portfolio Verlag Full timeJob Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team in either Salford Quays, Manchester or Haywards Heath, West Sussex office.Key Responsibilities:Collaborate with the senior leadership team to focus on the provision of reporting, insight and analysis on value being delivered...
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Portfolio Insights Manager
4 weeks ago
Manchester, United Kingdom Portfolio Verlag Full timeJob Title: Portfolio Insights ManagerWe are seeking a highly skilled Portfolio Insights Manager to join our Operational Excellence team in either Salford Quays, Manchester or Haywards Heath, West Sussex office.Key Responsibilities:Collaborate with the senior leadership team to focus on the provision of reporting, insight and analysis on value being delivered...
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Portfolio Insights Manager
3 weeks ago
Manchester, United Kingdom Portfolio Verlag Full timeJob DescriptionWe are seeking a skilled Portfolio Insights Manager to join our Operational Excellence team in either our Salford Quays, Manchester or Haywards Heath, West Sussex office.In this role, you will work closely with the senior leadership team to focus on the provision of reporting, insight, and analysis on value being delivered across the change...
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Commercial Solicitor
3 weeks ago
Greater Manchester, United Kingdom Portfolio Payroll Full timeWe are seeking an experienced Commercial Solicitor to join our team at Portfolio Payroll, a commercial legal firm in Manchester.This is an opportunity for a qualified legal professional to enhance their generalist commercial legal knowledge and provide a full legal service to our existing portfolio.Key duties and tasks include:Delivering a full legal service...
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Portfolio Manager
3 weeks ago
Manchester, United Kingdom Succession Partners Full timeAs a Portfolio Manager at Succession Partners, you will be responsible for creating value across our portfolio of investments. This will involve proactive portfolio management, ranging from high potential recent business start-ups to more established SMEs. You will prioritize hands-on support to portfolio companies requiring direct input and guidance on...
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Portfolio Manager
3 weeks ago
Manchester, United Kingdom The People Pod Full timeLettings Portfolio AnalystWe are seeking a skilled Portfolio Manager to oversee a stunning portfolio of properties and play a key role in shaping our investment services.As a Property Portfolio Analyst, you will be responsible for managing a diverse range of properties and working closely with our clients to deliver exceptional results.Our client is a...
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Portfolio Manager
4 weeks ago
Manchester, United Kingdom IDEX Consulting Ltd Full timePortfolio Manager Job DescriptionAt IDEX Consulting Ltd, we are seeking a highly skilled Portfolio Manager to join our team in Manchester. As a Portfolio Manager, you will be responsible for delivering excellent client service and investment management for our clients.Key Responsibilities:Manage client relationships and individual client portfolios in line...
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Portfolio Manager
4 weeks ago
Manchester, United Kingdom IDEX Consulting Ltd Full timePortfolio Manager Job DescriptionAt IDEX Consulting Ltd, we are seeking a highly skilled Portfolio Manager to join our team in Manchester. As a Portfolio Manager, you will be responsible for delivering excellent client service and investment management for our clients.Key Responsibilities:Manage client relationships and individual client portfolios in line...
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Portfolio Manager
6 days ago
Manchester, United Kingdom CV-Library Full timeMERJE is seeking a highly skilled Portfolio Manager for a leading banking institution in Manchester. This role involves overseeing customer journeys, conducting portfolio reviews, and managing risk. The ideal candidate will have extensive experience in commercial lending and possess strong analytical and communication skills. Location: Manchester, UK -...
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Portfolio Manager
3 weeks ago
Manchester, United Kingdom Annular Group Full time £70,000 - £105,000Investment Manager RoleAnnular Group, a leading UK-based Investment Management business, is seeking an experienced Investment Manager to join their team. As an Investment Manager, you will be responsible for crafting, advising, and managing bespoke portfolios for clients. This is a dynamic role with opportunities for professional growth and development.Key...
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Data Insights Manager
6 days ago
Manchester, United Kingdom Portfolio Verlag Full timeWe're seeking a skilled Data Insights Manager to join our Operational Excellence team at Portfolio Verlag. As a key member of our team, you'll be responsible for providing actionable insights and data-driven recommendations to inform business decisions. Key responsibilities include:Collaborating with senior leadership to develop and implement data-driven...
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Portfolio Manager
6 months ago
Manchester, United Kingdom Student Cribs Full timeWe’re now recruiting for an experienced Portfolio Manager to join the team to lead our letting, management & customer service operations across our fast-growing property portfolio. This is an important role leading an established team and an exciting opportunity for a high calibre candidate seeking significant responsibility. Responsibilities• To manage...
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Portfolio Manager
6 months ago
Manchester, United Kingdom Student Cribs Full timeWe’re now recruiting for an experienced Portfolio Manager to join the team to lead our letting, management & customer service operations across our fast-growing property portfolio. This is an important role leading an established team and an exciting opportunity for a high calibre candidate seeking significant responsibility. Responsibilities•To manage...
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Portfolio Manager
1 week ago
Manchester, United Kingdom Student Cribs Full timeJob Description We’re now recruiting for an experienced Portfolio Manager to join the team to lead our letting, management & customer service operations across our fast-growing property portfolio. This is an important role leading an established team and an exciting opportunity for a high calibre candidate seeking significant responsibility. ...
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Strategic Portfolio Manager
4 days ago
Manchester, United Kingdom Forge Talent Full timePortfolio Director RoleForge Talent is partnering with a reputable PE house to recruit a Portfolio Director. Reporting directly to the Portfolio Team Director, the candidate will work closely with the Investment Committees to create value, provide strategic support, and minimize losses.The successful candidate will offer hands-on guidance, challenge...
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Portfolio Manager
2 weeks ago
Manchester, United Kingdom The People Pod Careers Full timeKey Responsibilities:The Portfolio Manager will provide data-driven pricing strategies and rental valuations to ensure optimal returns for investors.Deliver market insights and forecasts to help investors make informed portfolio decisions.Negotiate rental offers between applicants and landlords to align with market trends.Work with landlords and tenants to...