Portfolio Manager

About the Role

Our client is seeking an experienced and results-oriented Portfolio Manager to join their esteemed investment team in Plymouth . This hybrid role involves managing investment portfolios to meet client objectives and firm-wide goals, conducting thorough market research, and making strategic investment decisions. You will be responsible for performance monitoring, risk management, and client communication, playing a crucial role in the growth and success of their asset management division. This is an exceptional opportunity for a seasoned professional to lead investment strategies within a reputable financial institution.

Key Responsibilities

• Develop and implement investment strategies for various client portfolios, aligning with risk tolerance and objectives.
• Conduct in-depth market research, economic analysis, and security selection.
• Monitor portfolio performance, identify risks, and implement adjustments as needed.
• Build and maintain strong relationships with clients, providing regular performance updates and financial advice.
• Collaborate with research analysts and other investment professionals to share insights and best practices.
• Ensure compliance with all regulatory requirements and internal policies.
• Prepare and present portfolio reviews to clients and investment committees.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; CFA designation strongly preferred.
• Minimum of 5 years of experience in portfolio management or investment analysis.
• Proven track record of successful portfolio performance and risk management.
• Strong understanding of financial markets, investment instruments, and economic trends.
• Excellent analytical, quantitative, and communication skills.
• Proficiency in investment management software and tools.

Benefits

• Competitive salary and attractive performance-based incentives.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Generous paid time off and professional development support.
• Opportunities for career advancement within a leading financial firm.
• A collaborative and high-performing work culture.