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.