Portfolio Manager

AYURSMITH WELLNESS (OPC) PRIVATE LIMITED; United Kingdom; On-site; GBP 60,000 - 85,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking an experienced Portfolio Manager to create and manage investment portfolios for clients. Responsibilities include crafting investment packages, managing client expectations, and ensuring compliance with regulatory standards. The ideal candidate will have a strong background in finance, with expertise in investment recommendations based on market analysis. This role requires effective communication and relationship management skills to maintain and grow client portfolios.

Qualifications

• Proven ability to craft and manage investment portfolios.
• Experience in maintaining client relationships and meeting investment objectives.
• Ability to analyze market conditions and recommend investments.

Responsibilities

• Generate investment policy statements to outline client's objectives.
• Construct investment portfolios based on market conditions.
• Evaluate performance against regulatory standards.
• Maintain communication with clients regarding their portfolios.

Skills

Financial analysis

Client relationship management

Investment strategy formulation

Market analysis

Education

Experience in financial services or investment sectors

Job description

We are looking for an experienced portfolio manager to create and manage investment portfolios for our clients. Responsibilities will include crafting investment packages, managing client expectations, and transactions, and achieving our clients overall investment objectives.

To be successful as a portfolio manager you must be able to work efficiently and effectively in a collaborative and fast-paced environment. You will have experience in the financial services or investment sectors, and you will focus on providing portfolio recommendations to our clients based on in-depth financial market analyses.

Portfolio Manager Responsibilities:

• Generating an investment policy statement, outlining our clients investment objectives.
• Constructing successful investment portfolios informed by market conditions and economic trends.
• Buying and selling securities in client accounts to maintain a specific investment strategy, or to reach an investment objective.
• Determining acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions.
• Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
• Evaluating the performance of investment portfolios and ensuring compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
• Prospecting for new clients.
• Staying up to date with relevant investment and trading news, and economic trends.