Portfolio Manager

Portfolio Manager

Full-Time 60000 - 80000 Β£ / year (est.) No working from home possible
IDEX Consulting Ltd

At a Glance

  • Tasks: Create tailored investment strategies and manage high-value client portfolios.
  • Company: Dynamic financial firm based in Manchester with a strong client focus.
  • Benefits: Competitive salary, professional development, and a collaborative work environment.
  • Other info: Opportunity to work with complex investments and grow your career.
  • Why this job: Be a key player in shaping investment solutions for diverse clients.
  • Qualifications: Experience in portfolio management and strong analytical skills.

The predicted salary is between 60000 - 80000 Β£ 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 Manager 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.

IDEX Consulting Ltd

Contact Details:

IDEX Consulting Ltd Recruitment Team

We think you need these skills to ace Portfolio Manager

Investment Strategy
Portfolio Management
Client Relationship Management
Analytical Skills
Communication Skills
Governance Standards
Proposal Development