Investment Portfolio Specialist

Role OverviewWe are seeking a highly analytical Portfolio Acquisition Specialist to assess investment opportunities across multiple geographies and assets.This varied and challenging role involves assessing around 150 investment opportunities per year, with the pricing team responsible for running transactions post origination, including valuation, due...

Job SummaryWe are seeking a Portfolio Management Analyst to support the management of diverse investment portfolios. The successful candidate will work closely with the Portfolio Management team, leveraging cross-functional expertise to deliver exceptional results.Main ResponsibilitiesPortfolio Monitoring: Contribute to all aspects of portfolio management,...

We are seeking a highly skilled Junior Investment Analyst to support our AJ Bell Investments Team in the design, manufacture, monitoring, and maintenance of AJBAM Partnership Portfolios.The key responsibilities of the role include:Supporting the Fund Manager in the maintenance of AJ Bell partnership managed portfolios across various areas, including product...

We are seeking a skilled Portfolio Manager to support the Head of Investment Solutions in the design, maintenance, and monitoring of AJ Bell managed portfolios.Key Responsibilities:Support the Head of Investment Solutions in the maintenance of AJ Bell core discretionary managed portfolios.Engage with other areas of the business to support the growth of AJ...

DC Investment Consultant & Associate Consultant OpportunityCompetitive salary and benefits package available.A leading UK pensions and investment consultancy is seeking an experienced Investment Consultant and Associate Consultant to join their team. As a key member of the team, you will work closely with experienced colleagues to develop and implement...

We are seeking an experienced Portfolio Acquisition Specialist to join our team at Arrow Global Group.About the RoleAs a Portfolio Acquisition Specialist, you will play a key role in driving the growth of the company by identifying and evaluating investment opportunities across multiple geographies and assets. You will be responsible for assessing...

Job Title: Portfolio Director - Investment LeadershipLocation: North West RegionReports to: Portfolio Team DirectorSalary: £110,000 - £120,000Key Contacts:Investment and portfolio team members at all levels.Stakeholder relationships with investee companies.Forge Talent is partnering with a reputable PE house to recruit a Portfolio Director. The role...

Company OverviewArrow Global Group is a leading provider of innovative financial solutions. Our team plays a crucial role in driving the company's growth through strategic portfolio acquisitions.Salary and BenefitsThe estimated salary for this position is £60,000 - £80,000 per annum, depending on experience. In addition to a competitive salary, we offer a...

Merje, a leading Wealth Management firm, is seeking an experienced Pensions Investment Specialist to join their team on a permanent basis. This role involves reviewing client investment portfolios, asset allocations, and risk profiles to ensure they meet the client's needs. The ideal candidate will have excellent technical knowledge of pensions, investments,...

Job Overview:As an Investment Operations Specialist at AJ Bell, you will play a critical role in supporting the operational processes and procedures of our Investments team. Your key responsibilities will include managing key third-party relationships, building key stakeholder relationships within the business, and driving the day-to-day operational delivery...

Job DescriptionJob Title: Portfolio DirectorLocation: Manchester, Greater Manchester/North West RegionReports to: Portfolio Team DirectorSalary: £110,000 - £120,000Key Contacts:Investment and portfolio team members at all levels.Forge Talent is partnering with a reputable PE house looking to recruit a new Portfolio Director. Reporting directly to the...

About the RoleWe are seeking an experienced Asset & Investment Analyst to join our team at AJ Bell Management Limited. As an Asset & Investment Analyst, you will be responsible for the maintenance of AJ Bell discretionary managed portfolios.Key ResponsibilitiesPortfolio MaintenanceSupport the maintenance of AJ Bell discretionary managed portfolios across...

As 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...

Job Summary:As a Senior Property Investment Sales Specialist at Integro Partners, you will be responsible for qualifying new clients, managing existing clients, and understanding their investment criteria to match them with suitable properties. You will also work with property investors to understand their trends and find high-yielding properties within our...

Portfolio Director Job DescriptionForge Talent is partnering with a reputable Private Equity house to recruit a Portfolio Director. This role focuses on creating value, providing strategic support, and minimizing losses. The successful candidate will offer hands-on guidance, challenge strategies, and leverage their professional network to optimize investment...

Investment 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...

Portfolio 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...

**About DF Capital**We're a leading provider of commercial finance and savings, empowering depositors and small businesses with tailored financial solutions to fuel their growth. Our team of over 100 serves thousands of customers across the UK, transforming savings into new opportunities for businesses to thrive.We champion banking for ambition, remaining...

Job Title: Portfolio DirectorForge Talent is partnering with a reputable private equity firm to recruit a Portfolio Director. The successful candidate will be responsible for managing a portfolio of up to 15 companies in the North West region, ranging from high-potential start-ups to established SMEs.Key Responsibilities:Portfolio Management: Actively manage...

Job Title: Property Investment Sales ConsultantAs a Property Investment Sales Consultant at Integro Partners, you will be responsible for qualifying new clients, managing existing clients, and understanding their investment criteria to match them with suitable properties. You will also work with property investors to understand their investment trends and...