Job Description
Role: Investment Portfolio Manager
Location: Lichfield
Salary: Competitive, Dependent on Experience
Type: Full-time
Opportunity
My client, a forward-thinking and discreet wealth and investment management firm, is seeking an experienced Investment Portfolio Manager to join their growing team. This is a highly confidential hire, ideal for a technically strong investment professional who thrives in a dynamic, client-focused environment. You will play a key role in shaping investment strategy, managing portfolios, and contributing to high-level decision-making, working closely with senior leadership.
The Opportunity
This role sits at the heart of the investment function, with responsibility for managing diversified portfolios and delivering consistent, risk-adjusted returns. You will combine market insight, analytical expertise, and disciplined execution to support long-term client outcomes.
Key Responsibilities
1. Portfolio Management & Strategy
2. Design and manage diversified investment portfolios across multiple asset classes
3. Develop asset allocation strategies aligned to varying client objectives and risk profiles
4. Identify investment opportunities through detailed market and economic analysis
5. Execute trades efficiently, ensuring alignment with investment mandates and internal controls
6. Performance & Oversight
7. Monitor portfolio performance and ensure alignment with benchmarks and strategic goals
8. Conduct rebalancing activities and adjust positioning based on market conditions
9. Analyse performance drivers and provide clear, data-driven insights
10. Contribute to investment discussions and strategic direction at committee level
Risk & Governance
11. Manage portfolio risk through robust frameworks and analytical tools
12. Assess market, liquidity, and concentration risks across portfolios
13. Ensure adherence to all relevant regulatory and compliance standards
14. Maintain high-quality documentation and audit trails
Research & Market Insight
15. Stay ahead of global market trends, economic developments, and geopolitical factors
16. Conduct in-depth research to support investment decisions and portfolio positioning
17. Generate investment ideas and contribute to thought leadership
Stakeholder Engagement
18. Articulate investment strategy and performance to internal stakeholders and, where required, clients
19. Support business development initiatives with market insight and portfolio commentary
20. Collaborate across teams to ensure a consistent and high-quality investment approach
Skills & Experience
Essential
21. Proven experience in portfolio management within wealth or investment management
22. Strong understanding of multi-asset investing and portfolio construction
23. Advanced analytical and quantitative skills
24. Experience using investment platforms and tools such as Bloomberg Terminal, FactSet or Morningstar Direct
25. Solid knowledge of risk metrics and performance measurement techniques
26. Strong communication skills with the ability to translate complex data into clear insights
Qualifications
27. Level 4 Investment Management qualification (minimum)
28. Progress towards or completion of Chartered Financial Analyst (CFA) or equivalent highly desirable
Desirable
29. Experience managing complex or high-net-worth portfolios
30. Exposure to ESG or sustainable investment strategies
Personal Attributes
31. Highly analytical with a strong attention to detail
32. Calm and decisive under pressure in changing market conditions
33. Commercially aware with a strategic mindset
34. Naturally curious with a commitment to continuous improvement
35. Strong integrity and professional judgement
Why Apply?
36. Join a modern, growth-oriented investment firm with a strong reputation for innovation
37. Work in a collaborative, high-performing environment
38. Gain exposure to strategic investment decision-making
39. Flexible hybrid working model
40. Clear opportunity to influence and add value at a senior level