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    Assistant Portfolio Manager

    New opportunity for an investment professional to assist in the management and administration of client discretionary portfolios.

    Responsibilities will include:

    • Assisting in monitoring of portfolio cash, asset collection and performance
    • Assisting in rebalancing portfolios in line with model asset allocation targets and client restrictions
    • Preparing and submitting spot FX order as required
    • Completing client investment proposals and presentations
    • Assisting with performance reporting preparation and attribution analysis of investment strategies

    Experience and skills required:

    • IMC, IAD qualification or other relevant CISI qualification
    • Prior experience in securities, investments, dealing and/or settlements would be advantageous
    • A team player with a ‘can do’ attitude
    • Excellent written and verbal communication skills

    If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

    We are an equal opportunity employer and value diversity at all times.

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    Assistant Portfolio Manager
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