Portfolio Management Specialist
4 days ago
About The Job
We are seeking a skilled and detail-oriented Junior Client Portfolio Analyst to join our team at The Recruitment Council.
The successful candidate will form part of the Investment Management Team and have a strong working relationship with the Investment team. Other working relationships include general client relationship managers, external investment managers, and linked investment service providers.
Key Responsibilities:
- Support Portfolio Managers in managing client investment portfolios by taking the client's specific situation, agreed mandate, and investment team views into account.
- Conduct suitability assessments of clients and analysis of client affairs (fact find).
- Prepare new client reviews and proposals.
- Maintain and update client lists, provide tax statements when requested, and calculate expected CGT.
- Prepare cash flow forecasts using expected investment returns and cash needs.
- Ongoing monitoring of client portfolios – preparing trade recommendations and rebalancing of portfolios when necessary.
- Attend client meetings, prepare meeting packs, notes, and minutes.
- Prepare feedback to general client queries and ad hoc investment analysis requests.
- Check monthly and quarterly reports and liaise with the reporting team on requirements.
- Reconcile and audit client reports.
- Prepare quarterly commentary on client portfolios.
- Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files.
Requirements:
- Business, Economics, or Investment-related degree, preferably with Honors.
- Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
- 1-3 years of relevant experience in the finance/investment industry.
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