Senior Portfolio Manager - London, United Kingdom - eFinancialCareers

eFinancialCareers
eFinancialCareers
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Responsibilities

  • Assist with managing and running all aspects of the firms the AIM/Inheritance Tax Service portfolio
  • Carryout in depthbottom 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 understandingof the UK AIM market
  • Knowledge ofInheritance Tax (IHT) solutions
  • CISI Level 4 qualified (minimum).
  • Excellent attention to detail
  • Strong data skills
  • Good relationship management and client engagement ability
  • Excellent written and verbal communication skills.
More jobs from eFinancialCareers
See all jobs of eFinancialCareers