At a Glance
- Tasks: Lead investment proposals and tailor bespoke portfolio solutions for high-value clients.
- Company: Join a forward-thinking financial services firm in Manchester with a focus on inclusion.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Be part of a diverse team committed to driving change and growth.
- Why this job: Make a real impact by crafting personalised investment strategies for sophisticated clients.
- Qualifications: Extensive experience in portfolio management and a client-centric mindset required.
The predicted salary is between 60000 - 80000 £ per year.
My client is currently looking for an experienced and qualified Investment 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 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 similar Investment Specialist/Portfolio Manager position within financial services/wealth management
- Minimum level 4 qualified
- Attention to detail
- Client‑centric mindset
- Communication (verbal & written)
- Collaborative teamwork
- Portfolio construction
- Asset class analysis
- Single financial instruments analysis
- Financial markets techniques
- Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work.
We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort.
We are committed to driving conscious inclusion across our business and creating equitable pathways.
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Portfolio Manager in Manchester employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
