A prominent UK wealth and investment manager is seeking an Investment Specialist/Portfolio Manager to help lead its Model Portfolio Service (MPS).
This investment specialist-type role combines investment strategy, portfolio governance, risk oversight, and adviser engagement, with influence over proposition development and performance outcomes.
You’ll bring:
- Multi‑asset / MPS portfolio management experience
- Strong investment governance, investment risk, and regulatory knowledge
- Excellent adviser‑facing communication skills
- Experience of leading or mentoring a small team
- CFA or CWM (Level 7) required.
This is an opportunity to work in a growing business with an MPS with a broad and established fund range.
Investment Specialist in Birkenhead employer: Delectus Partners
Delectus Partners is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of London. With a strong emphasis on professional development, employees are encouraged to grow their skills through hands-on experience and networking opportunities at exclusive events. The company values innovation and relationship-building, making it an ideal place for sales professionals looking to make a meaningful impact in the private equity sector.
