Current jobs related to Assistant Portfolio Manager - leeds west yorkshire - Meredith Brown Associates Ltd

  • Portfolio Management Assistant

    4 weeks ago

    West Yorkshire, United Kingdom fish4.co - Jobboard Full time

    We are seeking a skilled Portfolio Management Assistant to support our investment team in the preparation and maintenance of due diligence reports.As a key member of our team, you will assist in the analysis of internal and external data sources to inform investment decisions and portfolio construction.You will also be responsible for monitoring existing...

  • Assistant Portfolio Manager

    4 weeks ago

    West Yorkshire, United Kingdom fish4.co - Jobboard Full time

    Job Title: Assistant Portfolio ManagerBorder to Coast is seeking an experienced professional to join our team as an Assistant Portfolio Manager. As a key member of our investment team, you will be responsible for supporting the preparation and maintenance of due diligence reports, performing ongoing monitoring of existing managers and underlying strategies,...

  • Assistant Portfolio Manager

    4 weeks ago

    West Yorkshire, United Kingdom fish4.co - Jobboard Full time

    Job Title: Assistant Portfolio ManagerBorder to Coast is seeking an experienced professional to join our team as an Assistant Portfolio Manager. As a key member of our investment team, you will be responsible for supporting the preparation and maintenance of due diligence reports, performing ongoing monitoring of existing managers and underlying strategies,...

  • Investment Portfolio Assistant

    4 weeks ago

    West Yorkshire, United Kingdom fish4.co - Jobboard Full time

    Border to Coast is seeking an Investment Portfolio Assistant to support the preparation and maintenance of due diligence reports. The successful candidate will assist in investment decision making and portfolio construction using internal and external data sources and research.The role involves ongoing monitoring of existing managers and underlying...

  • Lettings Portfolio Manager

    2 days ago

    leeds, west yorkshire, United Kingdom The People Pod Full time

    Lettings Portfolio ManagerJoin one of the UK's fastest-growing agencies as a Lettings Portfolio Manager, managing a stunning portfolio of properties.Our client, with exclusive partnerships with luxury developers, is seeking a Lettings Portfolio Manager to take charge of their own portfolio and contribute significantly to shaping their investment services....

  • Portfolio Revenue Manager

    3 months ago

    Leeds, West Yorkshire, West Yorkshire, United Kingdom Heeton UK Full time

    Heeton UK & Europe seeks to engage with revenue managers to join our growing Revenue Team and participate in developing Heeton in the UK. This is a fantastic opportunity to join one of the UK's growing hospitality management companies as a Portfolio Revenue Manager. Heeton Hospitality operates a portfolio of Hilton, IHG, Accor and Heeton Concept branded...

  • Assistant Portfolio Manager

    4 weeks ago

    Leeds, Leeds, United Kingdom fish4.co - Jobboard Full time

    About the RoleWe are seeking a highly skilled and experienced Assistant Fund Manager to join our team. As a key member of our investment team, you will play a crucial role in supporting the investment decision-making process and portfolio construction.Key ResponsibilitiesMonitor and analyze existing managers and underlying strategies to identify potential...

  • Portfolio Assistant

    5 months ago

    Leeds, United Kingdom Fresh Thinking Capital Full time

    **About Us** Fresh Thinking is a group of companies that works across funding, advisory services, property and networking events that enable businesses and entrepreneurs to access opportunities through funding not readily available to the mainstream. We ensure our clients are placed first within our business, only ever doing what feels right for them and...

  • Assistant Portfolio Manager

    1 month ago

    West Yorkshire, United Kingdom Blue Octopus Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Assistant Portfolio Manager to join our team in Leeds. As a key member of our investment team, you will play a crucial role in the preparation and maintenance of extensive due diligence reports, supporting investment decision making and portfolio construction.Key ResponsibilitiesAssist in the preparation and...

  • Assistant Portfolio Manager

    1 month ago

    West Yorkshire, United Kingdom Blue Octopus Recruitment Ltd Full time

    About the RoleWe are seeking an experienced Assistant Portfolio Manager to join our team in Leeds. As a key member of our investment team, you will play a crucial role in the preparation and maintenance of extensive due diligence reports, supporting investment decision making and portfolio construction.Key ResponsibilitiesAssist in the preparation and...

  • Portfolio Management Assistant

    4 weeks ago

    Leeds, Leeds, United Kingdom Border to Coast Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Assistant to join our team at Border to Coast. As a key member of our investment team, you will play a crucial role in supporting the preparation and maintenance of extensive due diligence reports. Your expertise will be instrumental in assisting investment decision making and portfolio...

  • Investment Portfolio Manager

    2 months ago

    West Yorkshire, United Kingdom The People Pod Full time

    Unlock Your Potential as a Portfolio AnalystAt The People Pod, we're seeking a skilled Portfolio Analyst to join our team and contribute to the success of our clients' investment portfolios. As a key member of our Property Management team, you'll play a vital role in shaping our investment services and delivering exceptional results.Key...

  • Investment Portfolio Manager

    2 months ago

    West Yorkshire, United Kingdom The People Pod Full time

    Unlock Your Potential as a Portfolio AnalystAt The People Pod, we're seeking a skilled Portfolio Analyst to join our team and contribute to the success of our clients' investment portfolios. As a key member of our Property Management team, you'll play a vital role in shaping our investment services and delivering exceptional results.Key...

  • Head of Portfolio Management Office

    1 month ago

    West Yorkshire, United Kingdom Michael Page Technology Full time

    Head of Portfolio Management OfficeWe are seeking an experienced and skilled Head of Portfolio Management Office to join our team in West Yorkshire. This role will be responsible for leading the Portfolio Management Office function, ensuring effective programme delivery, and providing senior stakeholders with comprehensive overviews of progress, risks,...

  • Head of Portfolio Management Office

    1 month ago

    West Yorkshire, United Kingdom Michael Page Technology Full time

    Head of Portfolio Management OfficeWe are seeking an experienced and skilled Head of Portfolio Management Office to join our team in West Yorkshire. This role will be responsible for leading the Portfolio Management Office function, ensuring effective programme delivery, and providing senior stakeholders with comprehensive overviews of progress, risks,...

  • Portfolio Assistant

    5 months ago

    West Malling, United Kingdom Commercial Services Group Full time

    **Portfolio Assistant** (from £23,320pa) **LASER Energy** (Hybrid/Kings Hill, Kent) **About LASER** LASER Energy’s mission is to deliver unique end-to-end solutions that help reduce energy costs and support the public sector on their journey to net zero. As the leading provider of decarbonisation and energy services to the public sector, our goal is...

  • Head of Portfolio Management Office

    2 months ago

    west yorkshire, United Kingdom Michael Page Full time

    Head of Portfolio Management Office (PMO / Strategic Programmes) - West YorkshireWe are seeking an astute, credible and highly experienced Head of Portfolio Management Office (Programme Management Office / ePMO) for a permanent role in Yorkshire. This role will be fundamental in establishing the governance frameworks and assurance for a sizeable...

  • Head of Portfolio Management Office

    4 weeks ago

    West Yorkshire, United Kingdom Michael Page (UK) Full time

    About Our ClientOur client is a leading organisation in the industry, renowned for its commitment to customer satisfaction and excellence in financial services.With a robust portfolio of financial products and services, they strive for innovation and excellence in an ever-changing landscape.Job DescriptionWe are seeking an experienced and credible Head of...

  • Head of Portfolio Management Office

    1 month ago

    West Yorkshire, United Kingdom Michael Page (UK) Full time

    About Our ClientOur client is a leading organisation in the financial services industry, renowned for its commitment to customer satisfaction and excellence in innovation.We are seeking a highly experienced and astute Head of Portfolio Management Office to join our leadership team in Yorkshire.Job DescriptionThis pivotal role is responsible for ensuring...

  • Assistant Portfolio Manager – Operational Due Diligence

    2 months ago

    West Yorkshire, Yorkshire And The Humber, United Kingdom BLUE OCTOPUS RECRUITMENT LTD Full time

    We are now seeking an Assistant Portfolio Manager to assist in the preparation and maintenance of extensive due diligence reports. You will support investment decision making and portfolio construction using internal and external sources of data and research. Performing ongoing monitoring of existing managers and underlying strategies, including...

Assistant Portfolio Manager

2 months ago

leeds west yorkshire, United Kingdom Meredith Brown Associates Ltd Full time
Job Description

Assistant Portfolio Manager (Leeds)

Our client, a leading investment firm who manage a wide array of asset classes and investment strategies are keen to make an addition to their highly successful Investment team. The role offers the opportunity to assist with the launch and ongoing management of all externally managed fund propositions. In addition, you will assist in all stages of the investment process, from fund design through to manager monitoring. Key responsibilities will include the following:



Role & Responsibilities


  • Assist in the selection, combination, appointment and monitoring of mandates awarded to external managers in a consistent and rigorous manner with the aim of delivering sustainable outperformance from externally managed pools.
  • Assisting in the evaluation of investment strategies and style combinations for externally managed sub-funds to achieve agreed investment outcomes taking into account the complementarity of investment strategies.
  • Relationship management with external managers (both appointed and prospective).
  • Develop relationships with third party service providers including advisers, consultants, and research providers.
  • Regular review of the performance, attribution, exposure and risk metrics of the sub-fund/portfolio.
  • Provide commentary on the strategy, performance, attribution and risk of the sub-fund for which they have responsibility, for inclusion within client reporting documentation.
  • Provide commentary on the strategy, performance, attribution and risk of the sub-fund for which they have responsibility, for inclusion within client reporting documentation.
  • Assisting in the management of portfolios/sub-funds within investment guidelines and defined risk parameters.
  • Undertake fundamental research to support Strategic and Dynamic Asset Allocation decisions/forums.
  • Active participation in investment team meetings (both external management and wider firm).
  • Engage with the research, responsible investment and portfolio risk teams to ensure an integrated investment approach.


Background Experience:


  • CFA Qualified and relevant experience in asset management, manager research and oversight, with a strong understanding of asset classes and economic fundamentals.
  • Understanding of Qualitative & Quantitative Due Diligence
  • Relationship management skills..
  • High levels of integrity and trustworthiness.
  • Knowledge of Bloomberg, PowerBI, eVestment and other portfolio management tools.


Excellent company benefits:


  • Vitality Health Insurance for all employees.
  • Employee Assistance Programme.
  • A generous holiday allowance of 30 days a year, plus bank holidays, as the Company feel it’s important for colleagues to maintain a healthy work-life balance.
  • Professional Development.
  • Critical Illness Cover.
  • Pension scheme.
  • Stunning Leeds city centre location only a short walk to the train station.
  • Cycle to work scheme.
  • Life Assurance 6x of salary.
  • Sustainable travel plans and public transport discounts.
  • Range of discounts for Leeds gyms, shops and restaurants.



Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted