Sunday 19 May 2024
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Portfolio Manager

Finance Enquire

 

Type:Permanent
Hours:Full Time
Reference:SOURCE-14750
 

Full Description

A great senior opportunity for a dynamic individual looking to progress their career with a leading life-insurance-based wealth management company. The role holder will manage a group of private client and institutional portfolios on a discretionary basis, adhering to the company's Strategic Asset Allocation and Investment Policy, whilst working within overall client objectives and parameters. Attendance at client meetings and active contribution at Investment Committee Meetings of both the Asset Manager and the Insurer are required. The role holder will have the ability to have Investment Advisor Status, or willingness to achieve Investment Advisor Status, through industry recognised qualifications together with a strong mathematical background, with a keen interest in global economics. Candidates should have more than 5 years' experience managing Investment Portfolios with experience in managing Fixed Income Portfolios across multiple currencies beneficial and the ability to screen Investments on both Quantitative and Qualitative factors.

For more information please visit https://www.source.gg/jobs/14750/portfolio-manager.


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