Job description

  • Location:
  • Employee Type:
  • Department:
    Investment Management
  • Division:
  • Employment Type:
    Full time
  • Salary:

Portfolio Manager (2206)

We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future

Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. 

We are currently looking for a Portfolio Manager to join our team.  Some of the day to day responsibilities include but are not limited to:

  • To provide high quality, professional Fund Management services to private clients, pension funds, charities and advice to investment managers
  • Continually review and keep on top of portfolio asset allocations, making changes where required
  • Implementing both asset allocation and stock/fund selection decisions, in line with various committee changes and/or proactively
  • Assess investment objectives for private clients, pension funds and charities
  • Manage year end CGT and manage ISA subscription process
  • Ensuring portfolios remain within suitability parameters and managing the suitability exceptions process
  • Chair the morning meeting debrief periodically
  • Contribute ideas to the development of the team's investment strategy
  • Assess relationship between clients' aims and financial markets
  • Construct portfolios, which encompass where appropriate a range of asset classes and demonstrate an awareness of composition of relevant benchmarks
  • Ensure TCF is implemented throughout the department

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Could your career thrive in this setting? Could you see yourself making an impact? If this is the career opportunity you've been waiting for please apply via the link today:


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Quartermile One, 15 Lauriston Place, Edinburgh, UK, EH3 9EN
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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance