Assistant Portfolio Manager

A leading wealth management firm with offices in Leeds city center are looking for an Assistant Portfolio Manager to join their busy team. The successful applicant will be an ambitious character, looking to develop their career further. Progression is encouraged and you will have the opportunity to further your career in whichever way you prefer, be that into a client facing Investment Management capacity or to continue as a more senior member of the Portfolio Management team. Duties include: Assist Portfolio Managers and Investment Managers in ensuring portfolios are constructed in compliance with TCF principles. Work closely with the Research team to understand their investment guidelines. Support Investment Managers and Portfolio Managers to track funds against client\’s objectives and risk profile. Execute trades on instruction from Management. Support client delivery under the guidance of Management. Assist in preparation of review and new client meetings. Ideally you will have begun your CISI or CFA qualifications, with experience in a Wealth Management/Investment Management environment. #J-18808-Ljbffr