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Portfolio Manager - Edinburgh

  • Location


  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £50000 - £60000 per annum, Benefits: Market leading bonus + benefits scheme

  • Contact:

    Graeme Winn

  • Contact email:


  • Contact phone:

    0113 274 3000

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Startdate:


  • Consultant:


BWD are working in partnership with a leading brand who are looking to recruit a Portfolio Manager into their busy Edinburgh offices.

Through continued growth and increased AUM this is an exciting time to join a business that offers exposure to HNW/UHNW clients. The business can demonstrate longevity of staff and are known to encourage promotion within. 

Responsibilities include:
- To provide high quality, professional Fund Management services to HNW/UHNW private clients, pension funds, charities and advice to Investment Managers
- Implementing both asset allocation and stock/fund selection decisions, in line with various committee changes and/or proactively
- Assess investment objectives for private clients, pension funds and charities
- Contribute ideas to the development of the team's investment strategy
- Construct portfolios

Ideally you will have experience within a similar role, be CISI level 4 (IAD) qualified as a minimum and ideally studying or recently qualified level 6/7. 

This role will suit a technically focussed individual who enjoys analysis and research within the industry and is happy to challenge the team.