Associate Portfolio Manager , MPS , Multi Asset , Wealth Management

About the Opportunity

The Company: A well-established Wealth management firm

Responsibilities

• Support the day-to-day management of portfolios
• Ensure portfolios remain aligned with investment objectives
• Implement investment decisions across multi-asset portfolios
• Monitor portfolios to ensure compliance with restrictions
• Attend performance review meetings with clients

About You

The Candidate should have:
- 3+ years’ experience in Portfolio Management within Investment Management / Wealth Management
- Holder of CISI Level 3 Regulations Paper or IAD and further CISI, CFA, CIPM/IMC exams
- Proficiency in Excel to an advanced level
- Experience in trade execution software and Morningstar Direct / Bloomberg

Eligibility

- 3+ years Portfolio Construction / Portfolio Management experience
- CISI Level 3 qualified (or equivalent)
- Experience in managing portfolios and trade execution process

Benefits

• Opportunity to work in an established Wealth Management firm
• Potential for career growth and independence in trade placements

About Company

The Wealth Management firm has a growing AUM and a dedicated Portfolio Management team.