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Job ID 14728 Permanent Exclusive to OSA, Investment / Portfolio Management

Investment Manager


Our client is seeking an experienced Investment Manager to join its team. This role will focus on managing client portfolios, conducting research and contributing to investment strategy within a collaborative environment.

Key responsibilities:
⭐ Manage a range of client portfolios within a team environment
⭐ Conduct investment research and analysis across asset classes
⭐ Support portfolio construction, including fixed income strategies
⭐ Liaise with brokers, custodians and external fund managers
⭐ Contribute to internal investment discussions and decision-making
⭐ Deliver presentations to existing and prospective clients

What you’ll need:
⭐ Portfolio management experience, 5+ years
⭐ Strong analytical skills and experience with financial data tools
⭐ Good working knowledge of Excel and similar systems
⭐ CISI level 4 or above
⭐ Strong communication and presentation skills

Why join?
⭐ Opportunity to join a growing investment focused business
⭐ Key role contributing to investment strategy and client relationships
⭐ Collaborative team environment with long-term career potential

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