Investment Portfolio Manager
This role sits within the portfolio management area, responsible for monitoring the financial and economic performance of investments in a designated portfolio.
The ideal candidate will work alongside investment managers and directors to monitor a range of investments, including annual review papers and valuations. They will also develop and train junior colleagues, manage ad-hoc projects, and evolve reporting processes.
A keen interest in investment and a relevant third-level qualification are essential. The ideal candidate will be well-informed and have the ability to build effective relationships with stakeholders.
Key Responsibilities:
• Continuous monitoring of investments and presentation of annual review papers
• Development and training of junior colleagues
• Management of ad-hoc projects to provide portfolio insights
• Evolution of reporting processes and metrics
• Building relationships with stakeholders
Required Skills and Qualifications:
• Relevant third-level qualification (CFA or accountancy qualifications desirable)
• Keen interest in investment and knowledge development
Benefits:
• Flexible work options, including remote working and variable work hours
• Extensive wellbeing programme
• Excellent learning and development opportunities
• Diverse range of initiatives (LGBT+, Gender Matters, Disability Awareness, Sports & Social, Volunteering)
• Reimbursement of annual professional membership fees
• Career-average Defined Benefit Pension Scheme