Investment Portfolio Manager in Portsmouth - Heat Recruitment

Job Description Investment Portfolio Manager
Hampshire/Surrey
Basic to £100,000 plus full package

Company
A privately owned and highly regarded boutique wealth management firm looking to develop their offering and move to the next level.

Role
You will be responsible for, amongst other duties, undertaking fund selection, research, constructing and managing investment portfolios, ensuring that the investment decisions made are consistent with the clients stated objectives and ensuring that all the firms standards of performance are upheld.

Candidate
You will have a proven background in fund analysis and portfolio management within a discretionary investment environment, strong client development and relationship skills and a detailed understanding and proven ability with regard to multi-asset portfolio construction, analysis and risk analytics. AS AN ABSOLUTE MINIMUM YOU WILL BE CISI/CFA LEVEL 6 QUALIFIED, as well as a current or recent SPS. The ability to attract new AUM from existing private client connections is a prerequisite.

For an initial discussion please contact Chris on 07784 945190, email chris.smith@heatuk.com or reply directly to this posting.