Job description

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

Portfolio Manager (6238)

We're one of the UK's leading investment management companies, with responsibility for over £40 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 over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

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!

Portfolio Manager

Location: Edinburgh

About the team?

Due to continued growth our Edinburgh office is looking to recruit two Portfolio Managers. You'll be working across two teams; one who collectively manages just under £300m of assets. The role involves providing a dedicated portfolio management service to this team. The other team comprise of Senior Investment Directors, with the specific role of providing dedicated portfolio management services for c. £270m in assets.

What will you be doing?

  • To provide high quality Portfolio investment Management in line with the mandate set by client, whilst adhering to all regulatory and organisational requirements and procedures
  • Continually review 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
  • Ability to manage large complex orders in an efficient manner
  • Manage standing order and other ad hoc cashflow (in or out) requirements
  • Manage year end CGT
  • Manage ISA subscription process
  • Ensure portfolios remain within suitability parameters and managing the suitability exceptions process
  • Have a good knowledge of performance analysis and be able to carry out at least a basic level of attribution
  • Assist with preparation for client meetings and new client pitches and attend meetings with the Investment Managers (where )appropriate

What are we looking for?

  • Demonstrable experience in Portfolio Management
  • Excellent Excel skills
  • Good market, fund and individual stock knowledge
  • Requires current SPS and RDR - compliant QCF Level 6/7 qualification

Close map
Quartermile One, 15 Lauriston Place, Edinburgh, UK, EH3 9EN

Meet the recruiter

Louise Radcliffe


We commit to ensure that everyone is fairly assessed during our recruitment process.

Let us know if you need any reasonable adjustments to complete your application.

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Private Medical Cover
Virtual GP
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Psychologist Service
Annual Leave
Life Assurance