Portfolio & Fund Managers salaries in Birmingham, WMD

Strong understanding of investment products, markets, and portfolio construction. Relevant finance qualification (CFA, IMC, or equivalent) is desirable but not…

£55,000 - £83,000 a year

13 days ago

Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs.

2 days paid volunteering days. Support the development of cashflow forecasting models, including capital calls, distributions and operational cashflows.

The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CFA or CISI. Clients and family groups within assigned portfolio.

2 days paid volunteering days. Build strong relationships with external managers and index providers and carry out detailed research on fixed income products…

3 days ago

The ideal candidate will bring a strong track record and extensive experience in private debt markets, gained within an asset manager, asset owner, investment…