Investment Portfolio Manager - London, United Kingdom - Evelyn Partners

Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.

We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners
To manage the multi asset class portfolios on behalf of a number of the team's clients.

~ To be responsible for portfolio management for the client, ensuring that investment portfolios are managed in line with the Company's investment philosophies & process.

~ To generate Investment ideas for the Investment Managers & their clients.

To construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk
To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
Investment Research

Required to work as part of a team focusing on direct equity or collective sector analysis to support the firm's wider Investment Process needs
Construct materials as determined within the sector teams to support analysis and communication to Investment Managers
Understanding of the financial services industry and investment market
Experience of managing client investment portfolios.
Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
Technical /product knowledge and effective communication of wide-ranging investment Management strategies and solutions
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.