About the Role
Are you an experienced Portfolio Manager looking for an opportunity to manage high-value investment portfolios, work with talented professionals, and contribute to strategic financial decisions? Join our growing team in Birmingham and play a key role in portfolio strategy, investment analysis, risk management, and client success.
We are looking for a detail-oriented and commercially minded Portfolio Manager who can oversee investment portfolios, identify opportunities, monitor performance, and deliver strong financial outcomes for clients.
Key Responsibilities
- Manage and monitor investment portfolios to achieve client objectives and financial targets
- Develop and implement portfolio strategies based on market conditions and investment goals
- Conduct investment research, financial analysis, and performance reviews
- Evaluate asset allocation, risk exposure, and portfolio diversification
- Prepare portfolio reports, presentations, and investment recommendations
- Monitor market trends, economic developments, and industry opportunities
- Collaborate with investment teams, analysts, and stakeholders
- Maintain strong relationships with clients and provide regular portfolio updates
- Ensure compliance with internal policies and financial regulations
Requirements
- Experience in portfolio management, investment management, asset management, or financial services
- Strong understanding of investment products, markets, and portfolio construction
- Excellent analytical and problem-solving skills
- Ability to interpret financial data and make informed investment decisions
- Strong communication and stakeholder management abilities
- Proficiency with financial analysis tools and Microsoft Office applications
- Relevant finance qualification (CFA, IMC, or equivalent) is desirable but not required
About the Company
We are a growing financial services organisation focused on delivering professional investment solutions and helping clients achieve their long-term financial goals. Our team combines market expertise, technology, and a client-focused approach to create meaningful investment outcomes.
Why Work With Us
- Competitive salary package with performance incentives
- Opportunity to manage diverse investment portfolios
- Professional development and career growth opportunities
- Collaborative and supportive working environment
- Exposure to strategic investment decisions and financial markets
Apply Today
If you are passionate about investment management and want to take the next step in your career as a Portfolio Manager, we would love to hear from you. Apply today and become part of a team focused on delivering outstanding investment results.
Pay: £55,000.00-£83,000.00 per year
Benefits:
- Company pension
- Financial planning services
- Life insurance
Work Location: In person
