Portfolio Manager

Job Description:

Our client, a reputable financial services firm in Glasgow, have an exciting opportunity for a Portfolio Manager to join their team on a permanent basis.

A background in Private Wealth / Investment Management and strong portfolio implementation skills/experience paired with an understanding of asset classes are essential.

In this role, you will have a ‘bird's-eye' view of all the portfolios with a strong understanding where things should be positioned and full control over any changes and movements in the portfolios to ensure consistency.

The role holder will be responsible for the implementation of investment views across portfolios held within a wide range of strategies

This is a newly created role which you can shape and mould and work in conjunction with investment directors to manage the portfolio and process piece for charities.

It is essential that you have either CISI Level 7 or CFA qualification.

• Background in Investment Management and experience of managing portfolios to varied mandates.


• Level 6 or 7 qualification: CWM or CFA.


• Demonstrable experience in managing multiple client portfolios implementing instructed position changes and managing cashflows.


• Strong research and analysis skills paired with an understanding of asset classes.


• Confident communicator, skilled at developing client and internal relationships.


• Able to develop investment strategy based on a client's portfolio and objectives utilising internal research output.

• Manage risk by reporting concerns relating to improper business practice (e.g.
  
  insider dealing, market manipulation, money laundering etc) to Senior Management.


• Effective and consistent management of team portfolios ensuring adherence to mandate, and timely execution in implementing changes to portfolio, or managing cashflows.


• Deliver excellent customer service, manage client portfolios and ensure suitability.
  
  Suitability requires annual real-time engagement with the client and a clear understanding of the client's investment aims, financial circumstances, investment risk appetite, their knowledge of investment products and services and awareness of any vulnerability.


• Communicate effectively with colleagues and supporting teams to action or resolve client related matters.


• Contribute towards the continuing development of the team and wider Group by participating in projects, committees and other activities as needed.


• Make informed investment suggestions using strong research and analysis skills and a strong understanding of asset classes.


• Contribute to a high level of technology competence within team


• Deliver a timely and efficient client experience including dealing with client queries, requests and bespoke client reporting.

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15773

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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