Investment Portfolio Manager

1 month ago

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

SF Recruitment is currently working with a dynamic Wealth Management business in Birmingham to recruit an Investment Analyst.

This role will be responsible for:

  • Monitoring investment portfolios on a daily basis
  • Producing monthly investment reports and attending treasury meetings
  • Analysing portfolio returns and creating trended analysis
  • Making recommendations for portfolio changes
  • Assisting with the management of the group's property portfolio
  • Developing a network of local firms and experts in private equity, VC, and property to identify investment opportunities
  • Conducting fund manager meetings to discuss existing holdings and potential new investments
  • Undertaking ad-hoc investment projects
  • Attending meetings with investment managers to discuss portfolio performance

To be considered for this role, you will need to have an entrepreneurial nature and have demonstrated clear value-add activities in your previous companies.

You must be a qualified CISI professional seeking a challenging opportunity in a fast-paced, dynamic, and profitable business where you can grow and develop the role as the division expands.

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