Job Alerts Call Icon Call Icon

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.

Related Jobs

Compliance Monitoring Analyst | Flexible Hours

A challenging and rewarding role where you will play a key part in the compliance team, within an entrepreneurial financial services business, ensuring the monitoring and testing is conducted periodically, as required under the compliance monitoring programme.

Ref: 38400

Operations Manager

A newly created role in a leading offshore services provider with an outstanding reputation, where you will have the unique ability to help shape how this role will develop. The firm will demand the best from you and in return will provide the best possible training and support to help you realise your full potential, as well as a competitive salary alongside a comprehensive array of benefits.

Ref: 38399

Assistant Manager | Company Secretary and Governance

Be part of a highly professional team who put their clients and employees at the heart of their business, developing and retaining the best talent and supporting each other to achieve their goals whilst priding themselves in delivering first-class results.

Ref: 38394

Capital Markets Administrator | 2-3 Months Contract

An ideal opportunity to join a highly professional team in a leading provider of fund administration on a short term basis, where you will gain valuable knowledge and build on your skills and experience to help you move forward in your career.

Ref: 38385

Private Client Trust Administrator

Unlock your potential in this ambitious and growing global financial services organisation with a focus on driving change and nurturing talent, placing employees at the heart of the organisation. Being in a proactive and agile workforce, you will be supported to reach your career ambitions and can expect to be rewarded for the dedication you show.

Ref: 38384

Apply for Job

Assistant Portfolio Manager
  • Accepted file types: pdf, doc, docx.
    Allowed file types are PDF, DOC and DOCX. Maximum file size 5mb.
  • By submitting this form, you agree to the Terms of Service and Privacy Policy, including Cookie Use.
  • Email to a Friend

    Share the position of Assistant Portfolio Manager
  • job alerts icon

    Don't miss out!

    Receive the latest jobs direct to your inbox with

    Job Alerts