Portfolio Manager, Permanent Job, Isle of Man

Job Purpose:
Experienced Portfolio Manager required to join an Investment Management Company on a permanent basis. The role holder will assist in the management of Institutional mandates, including attendance of meetings, compilation of investment reports and implementation of asset policies for individual clients.

Key Responsibilities:
Prepare high quality investment reports for Institutional Clients within agreed timescales
Monitor investment mandates to ensure they are invested in accordance with individual client parameters and restrictions ensuring they are in line with group guidelines
Attend investment meetings with clients, as required
Client liaison where appropriate dealing with ad hoc queries
Support new business and marketing with a view to obtain mandates

Skills & Experience:
Proven industry experience managing institutional mandates or high net worth portfolios
Must be qualified to at least MSI level (or equivalent) and have a minimum of RDR Level 4/be in the process of attaining such qualification
Must have a research based background and the ability to understand and apply such skills to provide recommendations
Ability to prepare and deliver investment reports to institutional clients in a clear and concise manner and within agreed timescales

Hours & Benefits:
Full time (35 hours per week), Permanent role. Competitive salary & comprehensive benefits package

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