Portfolio Specialist

4 weeks ago


London Area, United Kingdom Leverton Search Full time

Our client is a large, highly rated Investment House whose distinctive investment strategies span across equities, fixed income, multi-asset, alternatives and sustainability. They are looking to hire an enthusiastic, ambitious and hard-working individual to join the Portfolio Specialist function within the 4Factor team in London. This is an exciting opportunity to join an exceptional business that promises great career trajectory.


Duties include

  • Communicate the investment process, philosophy, portfolio updates, and performance through well-crafted written content.
  • Identify client needs and provide solutions, helping to convert opportunities into new business.
  • Engage with clients by participating in meetings with both clients and prospects, while preparing relevant materials to support these discussions.
  • Build strong relationships with the investment team, Client Groups, and clients to foster collaboration and success.
  • Assist with broader commercial efforts, including strategic planning and supporting client onboarding processes.


Necessary qualifications, experience and competencies:

  • 5+ years of experience in investment management, consulting, or wealth management.
  • Exceptional communication skills, both written and verbal.
  • Strong interest and expertise in equities and emerging markets.
  • Proven ability to juggle multiple projects and manage workloads efficiently.
  • Holds a professional qualification (CFA, FIA, or equivalent).
  • Degree educated or equivalent.


Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.



  • London Area, United Kingdom Goodman Masson Full time

    Goodman Masson is a leading Investment Manager seeking a skilled Portfolio Analytics Specialist to join their team. As a Portfolio Analytics Specialist, you will be responsible for managing sustainability reporting, troubleshooting quantitative issues, and ensuring regulatory compliance.This exciting opportunity offers a chance to be at the forefront of...


  • London, Greater London, United Kingdom Portfolio Payroll Full time

    About Portfolio PayrollWe are partnered with a global financial services organisation to manage their international payroll requirements.


  • London, Greater London, United Kingdom Portfolio Payroll Full time

    We are a well-established accountancy practice based in Chester, seeking an experienced Payroll Manager to join our established team. This is a fantastic opportunity for stability and potential long-term progression.This role is ideal for Payroll specialists looking to step up into a management position. The successful candidate will be responsible for...

  • Portfolio Specialist

    4 weeks ago


    London Area, United Kingdom Leverton Search Full time

    Our client is a global investment manager with an impressive international reach and a distinguished product range. With values entrenched in quality, entrepreneurialism and collaboration, an exciting opportunity has arisen in their investment specialist team. The team focuses on Fixed Income products and is an opportunity to be part of a supportive,...

  • Portfolio Specialist

    1 month ago


    London Area, United Kingdom Leverton Search Full time

    Our client is a global investment manager with an impressive international reach and a distinguished product range. With values entrenched in quality, entrepreneurialism and collaboration, an exciting opportunity has arisen in their investment specialist team. The team focuses on Fixed Income products and is an opportunity to be part of a supportive,...


  • London, Greater London, United Kingdom Portfolio Payroll Full time

    Portfolio Payroll, a reputable accountancy practice based near Chester, is looking for a highly skilled Payroll Management Specialist to join our team. As a key member of our payroll department, you will be responsible for managing daily tasks and workflow, as well as developing and coaching a team of 7 payroll specialists.The successful candidate will have...


  • London, Greater London, United Kingdom Finatal Full time

    At Finatal, we are seeking a skilled Portfolio Specialist to join our team.Job DescriptionThe successful candidate will be responsible for managing extensive datasets relating to portfolio investments, including financial and market information. This involves analysing financial data to monitor the performance of portfolio companies, identifying areas for...


  • London, Greater London, United Kingdom Leverton Search Full time

    Job OverviewWe are seeking an experienced Portfolio Specialist to join our investment team. This is a fantastic opportunity for a skilled professional to contribute to the growth of Fixed Income capabilities by engaging with clients, prospects, and consultants.


  • London, Greater London, United Kingdom Portfolio Payroll Limited Full time

    I am seeking a highly skilled Senior Payroll Accountant to join my team at Portfolio Payroll Limited, based in the Chester area. This is an excellent opportunity for an experienced professional looking for stability and career progression.This role would be ideal for a senior payroll specialist looking to take on new challenges and responsibilities. You will...


  • London, Greater London, United Kingdom Redefined Ltd Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Specialist to join our team at Redefined Ltd.The successful candidate will be responsible for managing Portfolio services across the Currys Transformation Portfolio, supporting the Lead Portfolio Manager and Head of Portfolio in improving governance controls and processes.


  • London, Greater London, United Kingdom Portfolio Payroll Full time

    We are partnering with Portfolio Payroll, a respected firm based in Stoke on Trent, to find an experienced Strategic Talent Development Specialist who can join their established HR and Learning Team.This role requires a seasoned L&D professional to work collaboratively with key stakeholders driving business growth through people development. Our client...


  • London, Greater London, United Kingdom Mason Blake Full time

    Job SummaryMason Blake is seeking a highly skilled Portfolio Risk Specialist to support Portfolio Managers across long-only and long/short equity strategies. This role involves working directly with Portfolio Managers to advise on risk management and portfolio construction.About the RoleThis is an exciting opportunity for a talented individual to join our...


  • London, Greater London, United Kingdom Hanover Full time

    HNW Portfolio Specialist Role OverviewAt Hanover, we are seeking an experienced HNW Portfolio Specialist to manage client relationships, support portfolio construction, and contribute to the investment process through equity research and market analysis.Key Responsibilities:Manage and deepen relationships with HNW and UHNW clientsContribute to the design and...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Cornwall Portfolio Specialist:We are looking for a highly skilled Cornwall Portfolio Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services division, you will be responsible for managing client portfolios in Cornwall, ensuring compliance with regulatory requirements, and maintaining high standards of...


  • London, Greater London, United Kingdom ENGINEERINGUK Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Specialist to join our team at ENGINEERINGUK. As a Portfolio Management Specialist, you will play a key role in driving Agile Portfolio Management practices and continuous improvement across our organization.Key ResponsibilitiesChampion and drive Agile Portfolio Management practices and...

  • Payroll Specialist

    1 month ago


    London, Greater London, United Kingdom Portfolio Payroll Full time

    Payroll Specialist OpportunityWe are seeking a skilled Payroll Specialist to join our team at Portfolio Payroll. The ideal candidate will have experience with ADP IHCM and be able to run UK payrolls, deal with pay queries, and work with a part-managed payroll on ADP. Additionally, the successful candidate will be responsible for benefits administration and...


  • London, Greater London, United Kingdom Portfolio Payroll Full time

    Job Title: Payroll Implementation SpecialistAbout the Role:We are seeking an experienced Payroll Implementation Specialist to join our team at Portfolio Payroll. As a Payroll Implementation Specialist, you will be responsible for leading implementation projects, working closely with clients to integrate them onto our systems and software, and providing...


  • London, Greater London, United Kingdom Mason Blake Full time

    Portfolio Management SpecialistWe are seeking a skilled Portfolio Management Specialist to join our Investment Treasury Management team at Mason Blake. The successful candidate will be responsible for managing currency exposures, excess cash, and optimizing collateral and margin.Key Responsibilities:Manage and rebalance currency exposures across a wide range...


  • London, Greater London, United Kingdom North Oak Recruitment Full time

    SSAS Portfolio Specialist Role">We are looking for a skilled SSAS Portfolio Specialist to join our team at North Oak Recruitment. As an SSAS Client Associate, you will be responsible for administering SSAS portfolios, providing exceptional service to clients and their advisers, and collaborating with internal teams to ensure seamless service delivery.">Key...


  • London, Greater London, United Kingdom Mason Blake Full time

    Job DetailsLocation: LondonJob Type:Job ID: J16789DescriptionMason Blake is currently seeking a highly skilled Portfolio Implementation Specialist to join our Asset Management team. This role will sit in the front office between Portfolio Managers and Traders, responsible for implementing investment decisions across portfolios in a timely manner.Providing...