IDEX Consulting Ltd
Portfolio Manager
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My client is currently looking for an experienced and qualified Portfolio Manager to join their team in Manchester.
About the Role
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.
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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.
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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.
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