At a Glance
- Tasks: Lead investment strategies and manage portfolios while engaging with advisers.
- Company: Prominent UK wealth and investment manager with a strong reputation.
- Benefits: Competitive salary, professional development, and a chance to influence investment outcomes.
- Other info: Join a dynamic team with opportunities for mentorship and career growth.
- Why this job: Shape investment strategies and make a real impact in a growing business.
- Qualifications: Experience in multi-asset portfolio management and strong communication skills.
The predicted salary is between 58540 - 71548 £ per year.
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 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.
