Assistant Portfolio Manager- Private Clients recruitment

Responsibilities:

• Full responsibility for management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance;

• Responsibility for proactive management of advisory client portfolios in conjunction with Portfolio Managers and in line with agreed client mandate, investment offerings and opportunities;

• Responsibility for coordinating and managing investment activities;

• Responsibility for trade implementation including order book management;

• Significant portfolio analysis with a strong focus on asset allocation and risk drift. Formal Risk Drift Analysis undertaken on a ongoing basis;

• Participating in the new business process through the preparation of customised investment proposals;

• Acting as the primary point of contact between the team and the Investment Committee on all investment issues;

Skills/Experience:

• Demonstrable knowledge of financial markets and investments;

• Keen interest/passion for the investment process and willingness to manage a significant book of assets;

• Strong organisational, written and verbal communication skills

• High level of proficiency in MS Word, Excel, Outlook and PowerPoint;

• CFA qualification or the willingness to obtain this qualification would be beneficial.