Academic Portfolio Manager

3 weeks ago


Manchester, United Kingdom IDEX Consulting Full time

Job Summary

We are seeking a highly skilled Academic Portfolio Manager to join our team at IDEX Consulting. As a key member of our investment management team, 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 with agreed Strategic Asset Allocation, benchmarks, and restrictions.
  • Fully understand client circumstances, risk profile, investment objectives, and recommend changes to underlying securities and/or funds.
  • React to client enquiries in a timely manner and maintain a record of responses.
  • Risk profiles are respected.
  • Hold an approved Level 4 or above FSA approved regulatory qualification.
  • Demonstrated investment experience.


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