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Director - Portfolio Management

Evelyn Partners
Glasgow, United Kingdom
Closing date
Sep 25, 2023

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Key Responsibilities:
  • The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
  • To input into the Portfolio Management team's investment process and investment selection for target portfolios
  • To work in partnership with the Investment Managers within the region to increase their confidence in the team and as a result increase the funds under management of the team

Investment Research -Sector Specialist
  • Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm's wider Investment Process needs
  • Understand the sector, providing appropriate recommendations, based on a wide range of resources
  • Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists
  • Construct materials as determined within the sector teams to support analysis and communication to Investment Managers
  • Leading the team and ensuring standards are met (where appropriate)

Key skills & experience.

Understanding of the financial services industry and investment market
  • Experience of managing client investment portfolios and providing investment advice
  • Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
  • Technical /product knowledge and effective communication of wide-ranging investment Management strategies and solutions
  • Ability to work well in pressurised environment and prioritise work
  • Excellent communication skills both written and verbal
  • Excellent numeracy and analytical skills
  • Experience of leading pitches and winning new business
  • Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Professional Qualifications:
  • CFA and / or CISI Level 6 qualification and completed or working towards a level 7 qualification
  • Experience and knowledge of investments and the management of client portfolios

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