£45000 - £60000 per annum, Benefits: Market leading bonus + benefits scheme
0113 274 3000
about 2 months ago
This is demonstrated by the current need of a leading brand who are looking to recruit a Portfolio Manager into their busy Edinburgh team.
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.
- 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
Due to the new normal of working from home and flexible working once offices open, recent and relevant experience within Portfolio Management is essential with CISI level 4 (IAD) as a minimum qualification and ideally studying or recently qualified level 6/7. A strong technical mind with the ability to communicate and challenge the senior directors is vital within this role.