Job description

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

Portfolio Manager (Discretionary Desk) (3923)

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're looking to strengthen our team and need you to come on board and make a difference.

Role: Portfolio Manager (Discretionary Desk)

Location: Manchester

The Manchester Discretionary Desk was created just over five years ago and since then the assets under management by the Team have essentially doubled thanks to inflow and notable positive performance to benchmark. To position the Desk for the next five years the team is seeking a capable discretionary fund manager to join the existing team of three. With at least three years' experience post qualification the individual will be responsible for not only for day to day investment management but also contribute to future development of the Desk with the opportunity to attain greater seniority within natural succession planning.

This is an exciting career opportunity to support a team that following a strong five year growth phase now require a competent and decisive individual to assist the desk to maintain this growth dynamic into the future.”

Role Purpose

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. The role would centre upon the agreed Manchester Discretionary Desk principles of management and the role will require continued contribution to the most appropriate portfolio structure.

Skills, Knowledge & Experience Required

Essential criteria:

  • Relevant post qualification experience, 3 years, within Investment Management
  • Strong economic knowledge and ability to apply within the investment management construct
  • Intermediate/Advanced knowledge of Excel – detailed knowledge of excel within the work context including the use of complex formulas and analysis of external data.
  • Good knowledge of other MS Office programs.
  • Strong numeracy and literary skills.
  • Hold necessary regulatory and professional standards as required

Qualifications Required

  • Degree Educated: and either
  • CFA qualified; or
  • CISI Level 6/7

Research shows that some candidates – particularly female 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!

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3 Hardman Street, Spinningfields, Manchester, United Kingdom, M3 3HF

Meet the recruiter

Lindsay Russell

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