At a Glance
- Tasks: Lead bespoke investment proposals and portfolio reviews for high-value clients.
- Company: Dynamic investment firm based in Manchester with a focus on tailored solutions.
- Benefits: Competitive salary, professional development, and opportunities for growth.
- Other info: Join a transformative team driving innovative investment solutions.
- Why this job: Be a key player in shaping personalised investment strategies for sophisticated clients.
- Qualifications: Extensive experience in investment management and strong client relationship skills.
The predicted salary is between 60000 - 80000 £ per year.
My client is currently looking for an experienced and qualified Portfolio Manager to join their team in Manchester.
Portfolio Managers play a pivotal role at the heart of our client offering.
As a Portfolio Manager, you will act as a trusted investment partner to both clients and Client Advisors, bringing our investment strategy to life through tailored, high-quality portfolio solutions.
You will support on sophisticated investment proposals and portfolio reviews, supporting bespoke discretionary and advisory relationships, while ensuring alignment to house views and governance standards.
Working closely with front office teams, you will help translate client needs into personalised investment strategies, managing portfolios for complex and high value clients.
Key Accountabilities
- Lead for investment proposals & portfolio reviews for “bespoke” clients in discretionary solutions.
- Deal with more sophisticated clients that would need specific tailoring in their bespoke discretionary portfolios.
- Understand the clients’ needs and preferences for bespoke discretionary portfolio management.
- Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke discretionary mandates, while implementing the model portfolios and recommendations in discretionary solutions.
- Communicate our house view to Client Advisors, ensuring high quality ‘after sales’ content for discretionary mandates and advisory solutions, when needed and requested by clients.
- Act as the ambassador of the entire Investment capabilities of the business (i. e.
Asset Allocation, Structured Solutions, Alternatives, Fund Solutions, Equities, Fixed Income, and Direct Investments)
- Support our Client Advisors, and partner with other teams in driving growth.
- Be an agent of change for strategic transformation
Knowledge and Experience
- Extensive experience in a similiar Investment Specialist/Portfolio Manager position within
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Portfolio Manager in Manchester employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
