Research portfolio manager Work, Jobs in Middlewich, Chs (with Salaries)

Portfolio Manager
Equilibrium Financial Planning —Wilmslow
- Up to £60,000 a year
- Analysis skills
- Computer skills
- Annual leave
- Work from home
11d
Junior UX / UI Designer
Radius Limited —Crewe
- Full-time
- University
- Communication skills
- Employee assistance programme
Quick apply
5d
Sr. Product Manager
Omnicell —Warrington
- £90,000 - £105,000 a year
- Master's degree
- Analysis skills
- Bachelor's degree
International Marketing Executive
Nichols PLC —Newton-le-Willows
- Hybrid work
- Presentation skills
- Organisational skills
- Budgeting
- Free parking
- Employee discount
4d
Research Finance Manager
The University of Manchester —Manchester
- £37,694 - £46,049 a year
- Continuous improvement
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
3d
Virtual Key Account Manager
IQVIA —Manchester
- Full-time
- Remote
- Work from home
- Employee discount
NextNet Programme Manager
The University of Manchester —Manchester
- £47,389 - £58,225 a year
- Hybrid work
- Doctoral degree
- Organisational skills
- Time management
- Annual leave
4d
Programme Manager
Liverpool Heart & Chest Hospital NHS Foundation Trust —Warrington
- £57,528 - £64,750 a year
- Full-time
- Research
- Analysis skills
- Continuous improvement
9d
CX Researcher (Customer Journey)
VML —Manchester
- Hybrid work
- Communication skills
- Analytics
Quick apply
6d
UX Writer (UK Remote)
Turnitin, LLC —Manchester
- Full-time
- Remote
- Bachelor's degree
- Product management
- Agile
- Annual leave
Quick apply
5d
Vendor Manager, Publishing Operations
Public Library of Science —Manchester
- £50,000 - £83,000 a year
- Remote
- Travel
- Annual leave
CX Researcher (Customer Journey)
VML/WPP Enterprise Solutions —Manchester
- Communication skills
- Analytics
Quick apply
5d
Global Business Development Manager
Orbia Fluor & Energy Materials —Chester
- Hybrid work
- Engineering
- Business development
- Product management
2d
Senior Planning and Projects Manager (Institutes)
Manchester Metropolitan University —Manchester
- £58,225 - £67,468 a year
- Full-time
- Hybrid work
- Management
- University
- Presentation skills
- Life insurance
4d
Investment Manager
Castlefield —Manchester
- Up to £65,000 a year
- Part-time
- Hybrid work
- Analysis skills
- Annual leave
Director - Clinical Development Business Partnering & Category Strategy
Teva —Chester
- Master's degree
- Bachelor's degree
- Business
- Employee stock purchase plan
- Annual leave
5d
Account Manager
Ocean Technologies Group —Manchester
- Remote
- Marketing
- Public speaking
- Master's degree
11d
Programme Manager (Fixed Term)
Liverpool Heart & Chest Hospital NHS Foundation Trust —Warrington
- £57,528 - £64,750 a year
- Full-time
- Research
- Analysis skills
- Continuous improvement
9d
Dean of Student Experience
UK MANAGEMENT COLLEGE —Manchester
- Management
- University
- Leadership
Quick apply
10d
Business Development Associate Director
EMS Healthcare —Macclesfield
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Sales
- Salesforce
- Presentation skills
- Annual leave
Quick apply
12d

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Portfolio Manager

Equilibrium Financial Planning
Wilmslow

Apply Now

Job details

Up to £60,000 a year
11 days ago

Benefits

Annual leave
Company pension
Work from home

Qualifications

Investment
Financial analysis
Analysis skills
Computer skills
Certificate in Insurance

Full job description

Equilibrium is more than just a Chartered Financial Planning company were an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making peoples lives better. Whether its our clients, our team, our community, or anyone who crosses our path, we believe in creating a positive impact in everything we do.

Today, we proudly manage more than £1.4bn on behalf of our clients. But we're not standing still. We're embarking on an ambitious acquisitions strategy that will see our business, our investment proposition and our assets under management grow significantly over the coming years. It's an exciting chapter in our journey, and a rare opportunity to join our investment team at a time when you'll be able to help shape what comes next.

Finding the right people is the secret to our success. We're incredibly proud of our talented team and their dedication to excellence. Join us and you'll enjoy a challenging and rewarding role, fantastic benefits, and genuine opportunities to grow your career as our business continues to evolve. Were serious about what we do, but we dont take ourselves too seriously, and we make time for fun along the way too!

Our new Portfolio Manager will play a key role in managing our IFSL Equilibrium portfolios while helping to shape the future of our investment proposition as we grow. We're looking for someone with strong investment management experience, excellent analytical skills and the confidence to contribute ideas that will influence both our portfolios and our long-term strategy.

To achieve this, our new Portfolio Manager will:

Work as part of the portfolio management team managing the IFSL Equilibrium portfolios
Research new investment opportunities and present investment recommendations to the Investment Team and wider Investment Committee
Keep up to date with political and economic developments that may affect the financial markets
Analyse client portfolios and present the findings to Financial Planners and clients
Help to manage discretionary client portfolios
Support our marketing activity by helping to communicate our investment insights to clients

What we're looking for:

Strong presentation and report writing skills
Analytical thinking
Strong IT skills
Excellent attention to detail

Qualifications:

Minimum Diploma (Level 4) qualified via CISI, CII or CFA (including IMC or equivalent)
Ideally Chartered via CISI or CFA

At Equilibrium, we live our values through the following:

Integrity we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings
Growth we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally
Simplicity we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience
Excellence we will consistently work to high standards, showing great care and attention to detail in everything that we do

So why join us?

At Equilibrium, we have a hard-working, energetic team who are committed to adapting and evolving as we grow. We are a friendly and supportive bunch, and our culture is rooted in fun, collaboration, and teamwork. We strive for excellence, setting high standards while investing in your professional development. We expect your best, and we'll give you ours in return.

Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

To support your professional development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave.

To help you maintain a healthy work-life balance, we offer a generous annual leave package, alongside a flexible working framework that allows team members to work from home where appropriate and flex their working hours in line with business requirements.

We also provide the benefits you'd expect from an award winning company, including bonuses, pension, death in service, income protection, and more.

Apply Now

Refine Your Search

research portfolio manager jobs in middlewich, chs

Portfolio Manager

Junior UX / UI Designer

Sr. Product Manager

International Marketing Executive

Research Finance Manager

Virtual Key Account Manager

NextNet Programme Manager

Programme Manager

CX Researcher (Customer Journey)

UX Writer (UK Remote)

Vendor Manager, Publishing Operations

CX Researcher (Customer Journey)

Global Business Development Manager

Senior Planning and Projects Manager (Institutes)

Investment Manager

Director - Clinical Development Business Partnering & Category Strategy

Account Manager

Programme Manager (Fixed Term)

Dean of Student Experience

Business Development Associate Director

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