Portfolio Manager (UK Small-Cap Equities) Wealth Management, London

Location
London, United Kingdom
Salary
£Competitive
Posted
07 May 2022
Closes
06 Jun 2022
Ref
13845027
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Assist with managing and running all aspects of the firms the AIM/Inheritance Tax Service portfolio
  • Carryout in depth bottom up company analysis on companies listed on the AIM stock exchange and formulate investment recommendations for the portfolio
  • On site due diligence
  • Develop relationships with management teams
  • generating performance data for client reporting
  • Conducting client trades
  • Client management


Experience:
  • University Degree (min 2.1)
  • MBA and/or CFA preferred
  • Min 7+ years of investment management experience of analysing the UK Small-CaP universe .
  • Excellent understanding of the UK AIM market
  • Knowledge of Inheritance Tax (IHT) solutions
  • CISI Level 4 qualified (minimum).
  • Excellent attention to detail
  • Strong data skills
  • Good relationship management and client enganelmet agabili
  • Excellent written and verbal communication skills.

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