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Financial Portfolio Manager

2 months ago


Rickmansworth, Hertfordshire, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time
Portfolio Manager Job Description

A skilled Portfolio Manager is required to oversee a small portfolio of client accounts and manage client tax matters.

Key Responsibilities:
  • Manage a portfolio of small commercial clients and prepare their financial statements
  • Administer bookkeeping functions and prepare accounts up to trial balance level
  • Produce profit and loss reports and complete balance sheet reconciliations

Requirements: The ideal candidate will have strong financial management skills and experience in portfolio management.

Company: Burton Bolton & Rose Recruitment Services Ltd