Purpose of the role:
In this role you will work as part of a dedicated Portfolio Management team to construct, manage and monitor investment portfolios for a wide and varied client base (individuals, institutions and funds) to achieve financial goals whilst balancing risk and return.
Responsibilities:
- Using systems, tools and knowledge to define and implement investment strategies based on clients’ risk tolerance, financial goals and investment horizons.
- Ensure investment portfolios aligned with client objectives and market conditions.
- Identify, assess and manage risks associated with investments.
Skills required:
- Experience of managing portfolios at scale
- Demonstrated success in client service and contribution to business performance.
- Experience in client administration and regulatory compliance.