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A leading wealth management firm with offices in Leeds city center are looking for an Assistant Portfolio Manager to join their busy team. The successful applicant will be an ambitious character, looking to develop their career further. Progression is encouraged and you will have the opportunity to further your career in which ever way you prefer, be that into a client facing Investment Management capacity or to continue as a more senior member of the Portfolio Management team.Duties include;
- Assist Portfolio Managers and Investment Managers in ensuring portfolios are constructed in compliance with TCF principles.
- Work closely with the Research team to understand their investment guidelines.
- Support Investment Managers and Portfolio Managers to track funds against client's objectives and risk profile.
- Execute trades on instruction from Management.
- Support client delivery under the guidance of Management.
- Assist in preparation of review and new client meetings.
Ideally you will have begun your CISI or CFA qualifications, with experience in a Wealth Management/Investment Management environment.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
