Open roleExternal
Portfolio Manager
- plymouth, devon, PL51LA, United Kingdom
- Permanent·On-site
- Full time
- £80,000 - £80,000 Per Annum
Job Description
About the Role
Our client, a well-established investment management firm, is seeking a seasoned Portfolio Manager to lead and manage investment portfolios for a diverse client base in Plymouth . This role involves developing investment strategies, conducting market research, selecting securities, and monitoring portfolio performance to achieve client objectives. You will be a key decision-maker, responsible for aligning investment strategies with market conditions and client risk appetites. This is an excellent opportunity to drive investment success and client satisfaction within the Devon financial community.
Key Responsibilities
- Develop and implement investment strategies tailored to client objectives and risk profiles.
- Conduct thorough research and analysis of financial markets, economic trends, and individual securities.
- Construct and manage investment portfolios, ensuring diversification and optimal asset allocation.
- Monitor portfolio performance, making adjustments as necessary to meet performance targets.
- Engage with clients to discuss portfolio performance, investment strategy, and market outlook.
- Ensure compliance with all regulatory requirements and internal investment guidelines.
- Collaborate with research analysts and traders to execute investment decisions effectively.
Requirements
- Bachelor's degree in Finance, Economics, or a related field; Master's degree or MBA preferred.
- Significant experience as a Portfolio Manager or Senior Investment Analyst within the financial services industry.
- Proven track record of successful portfolio management and investment performance.
- Deep understanding of financial markets, investment instruments, and portfolio theory.
- Strong analytical, decision-making, and problem-solving skills.
- Excellent communication and client relationship management abilities.
- Relevant professional certifications (e.g., CFA) are highly valued.
Benefits
- Competitive salary and performance-based incentive bonuses.
- Comprehensive health, dental, and vision insurance.
- Retirement savings plan with employer contributions.
- Opportunities for professional growth and career advancement.
- A collaborative team environment in Plymouth .