Portfolio Manager
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 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 reviews for "bespoke" clients in discretionary solutionsDeal with more sophisticated clients that would need specific tailoring in their bespoke discretionary portfoliosUnderstand the clients' needs and preferences for bespoke discretionary portfolio managementImplementation 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 solutionsCommunicate our house view to Client Advisors, ensuring high quality 'after sales' content for discretionary mandates and advisory solutions, when needed and requested by clientsAct 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 growthBe an agent of change for strategic transformationKnowledge and Experience:Extensive experience in a similiar Investment Specialist/Portfolio Manager position within financial services/wealth managementMinimum level 4 qualifiedAttention to detailClient-centric mindsetCommunication (verbal & written)Collaborative teamworkPortfolio constructionAsset class analysisSingle financial instruments analysisFinancial markets techniquesVisit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.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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