Role
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
* Portfolio Management & Strategy
* Design and manage diversified investment portfolios across multiple asset classes
* Develop asset allocation strategies aligned to varying client objectives and risk profiles
* Identify investment opportunities through detailed market and economic analysis
* Execute trades efficiently, ensuring alignment with investment mandates and internal controls
* Performance & Oversight
* Monitor portfolio performance and ensure alignment with benchmarks and strategic goals
* Conduct rebalancing activities and adjust positioning based on market conditions
* Analyse performance drivers and provide clear, data-driven insights
* Contribute to investment discussions and strategic direction at committee level
Risk & Governance
* Manage portfolio risk through robust frameworks and analytical tools
* Assess market, liquidity, and concentration risks across portfolios
* Ensure adherence to all relevant regulatory and compliance standards
* Maintain high-quality documentation and audit trails
Research & Market Insight
* Stay ahead of global market trends, economic developments, and geopolitical factors
* Conduct in-depth research to support investment decisions and portfolio positioning
* Generate investment ideas and contribute to thought leadership
Stakeholder Engagement
* Articulate investment strategy and performance to internal stakeholders and, where required, clients
* Support business development initiatives with market insight and portfolio commentary
* Collaborate across teams to ensure a consistent and high-quality investment approach
Skills & Experience
Essential
* Proven experience in portfolio management within wealth or investment management
* Strong understanding of multi-asset investing and portfolio construction
* Advanced analytical and quantitative skills
* Experience using investment platforms and tools such as Bloomberg Terminal, FactSet or Morningstar Direct
* Solid knowledge of risk metrics and performance measurement techniques
* Strong communication skills with the ability to translate complex data into clear insights
Qualifications
* Level 4 Investment Management qualification (minimum)
* Progress towards or completion of Chartered Financial Analyst (CFA) or equivalent highly desirable
Desirable
* Experience managing complex or high-net-worth portfolios
* Exposure to ESG or sustainable investment strategies
Personal Attributes
* Highly analytical with a strong attention to detail
* Calm and decisive under pressure in changing market conditions
* Commercially aware with a strategic mindset
* Naturally curious with a commitment to continuous improvement
* Strong integrity and professional judgement
Why Apply?
* Join a modern, growth-oriented investment firm with a strong reputation for innovation
* Work in a collaborative, high-performing environment
* Gain exposure to strategic investment decision-making
* Flexible hybrid working model
* Clear opportunity to influence and add value at a senior level
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