Senior Investment Portfolio Strategist - Client Strategy

Partners Capital Investment Group; Greater London; On-site; GBP 100,000 - GBP 125,000; Full time

Job summary

A prominent investment management firm in Greater London is searching for an investment professional to join their team. The role involves developing and executing client strategies, managing investment portfolios, and engaging in client interactions. Candidates should possess around 5 years of investment experience and strong analytical skills. The company offers professional growth, generous benefits including private medical insurance, and a flexible working model.

Benefits

Private medical insurance

Life insurance

Pension contributions

Wellness benefits

Qualifications

• Approximately 5 years of investment experience from relevant fields.
• Strong verbal, written, and presentation skills.
• High level of numeracy and strong quantitative skills.

Responsibilities

• Develop and execute clients’ investment strategies.
• Conduct portfolio reviews and client presentations.
• Participate in due diligence and investment strategy papers.

Skills

Investment experience

Communication skills

Analytical skills

Problem-solving skills

Interpersonal skills

Strategic mindset

Education

Undergraduate/graduate degree from a leading institution

Job description

A prominent investment management firm in Greater London is searching for an investment professional to join their team. The role involves developing and executing client strategies, managing investment portfolios, and engaging in client interactions. Candidates should possess around 5 years of investment experience and strong analytical skills. The company offers professional growth, generous benefits including private medical insurance, and a flexible working model.