Assistant portfolio manager

Role Overview

We are seeking a highly motivated Assistant Portfolio Manager to join our clients Portfolio Management team.

This is an exciting opportunity to be part of a motivated and inspiring team, playing a key role in portfolio management, while ensuring adherence to internal policies and regulatory requirements.

The ideal candidate will have 2+ years of experience in a similar role, L4 UK Regulations qualified and working towards CISI Chartered Wealth Manager Qualification (or equivalent).

Responsibilities

Portfolio Analysis, Maintenance and Monitoring

Analysis of portfolio composition, relative to targets.

Creation of orders for approval by PM - includes stock trades, funds and FX transactions

Monitor portfolios using various available systems (Pulse, Symphony and Bita Monitor) and reporting finding to the Portfolio Manager (PM).