Portfolio Manager

Role Overview

Join a regional investment team responsible for discretionary portfolio management and supporting intermediary-led relationships. The team works closely with colleagues across investments, operations, risk and compliance, as well as business development, to deliver strong client outcomes and a high standard of service.

What You Will Do

Take day-to-day ownership of a set of existing intermediary relationships and associated discretionary portfolios, providing excellent service and robust investment oversight. Help grow the intermediary book in partnership with business development colleagues.

Why It Might Be a Fit

You will be a confident communicator with resilience and professionalism, able to represent the business credibly in meetings. You will have strong organisational skills and attention to detail, able to manage competing priorities in a client-facing role.

Requirements

• Experience in portfolio management / investment management, with meaningful exposure to DFM and IFA servicing
• Strong understanding of the service model and expectations when operating via intermediaries
• Professional investment qualification at CISI Level 7 (or equivalent)
• Typically 5+ years’ relevant experience, with evidence of readiness to step up and take ownership

Benefits

• Excellent investment performance to clients through active management
• Diversity of thought, facilitated by an inclusive culture
• Equal opportunities employer