portfolio manager Exeter, England
Job description
We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
What does the team look like?
- As a Portfolio Manager, you will be part of the wider Investment and Research Office. The key objective is to provide high quality, professional portfolio management services to a variety of stakeholders – both in terms of portfolio management and client servicing.
What are the main responsibilities?
- Comply with, and stay abreast of, all regulatory and organisational requirements/ procedures.
- Liaise with client relationship managers to ensure the business meets client objectives.
- Keep abreast of operational and administrative procedures.
What are the Portfolio Management Duties?
- Construction of portfolios using a range of asset classes to meet investment objectives.
- Build orders and place deals both as bulk deals and on an ad hoc basis.
- Contribute ideas to the development of investment strategy on portfolios.
- Maintain a deep knowledge and understanding of portfolio construction theory.
- Monitoring of portfolio performance against objectives and benchmarks.
- Preparation of schemes to illustrate portfolios for potential new clients.
- Attend meetings with a variety of external asset managers.
- Liaison with the Investment and Research Office on investment ideas.
- Keep abreast of financial news and global investment themes.
What are the Long Term Objectives?
- Guide, motivate, develop and manage other members of the team.
- Attend on-going professional training courses and events.
What are the required Skills & Competencies
- To always act with integrity and embrace the philosophy of treating our customers fairly.
- A strong interest in investment markets.
- Enthusiasm and motivation to learn.
- Excellent at working to deadlines and managing time.
- Flexible attitude to work in response to changing workloads and deadlines within the team.
- Excellent communication skills in order to interact effectively with team members, clients and client relationship managers.
- Exceptional focus and attention to detail.
- Good numerical skills.
- IT literate with an ability to learn new systems.
- Excellent knowledge of Microsoft Office Word, Excel, and PowerPoint.
Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
We want our people to feel empowered to be themselves in an environment that supports them, enabling them to perform in “out of the ordinary” ways. Our culture places belonging and inclusion at its centre and our work environment is integral to this. If you require any adjustments to support you through the recruitment process, as well as supportive and flexible working arrangements to help you succeed with us, please let our recruitment team know.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
