7 Portfolio Management Jobs in Yorkshire

Portfolio Assistant Salary: £28,000 – £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: • Collating and analysing quarterly AUM … with regulatory requirements. • Performing financial modelling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises. • Updating and maintaining lists for portfolio rebalances. • Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. … Previous experience in investment operations, portfolio management, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent attention to detail and organisational skills. • Proficiency in Microsoft Excel and other relevant software. more »

Portfolio Analyst Salary: £28,000 – £40,000 plus benefits Company Overview: A well-known national wealth management firm is looking for an investment operation assistant to take responsibility for a range of tasks related to portfolio management and operations. Job Description: • Collating and analysing quarterly AUM … with regulatory requirements. • Performing financial modelling tasks, including rebalances, buying and selling, and adjustments for encashing or income raises. • Updating and maintaining lists for portfolio rebalances. • Keeping all proposition spreadsheets up to date, including tracking performance metrics and maintaining data integrity. Qualifications & Experience: • CISI/CFA level 4 qualified. … Previous experience in investment operations, portfolio management, or related roles essential. • Analytical and quantitative skills, with proficiency in financial modeling techniques. • Excellent attention to detail and organisational skills. • Proficiency in Microsoft Excel and other relevant software. more »

Associate Portfolio Manager Leeds & Hybrid working Competitive Salary Border to Coast is seeking an experienced Investment Professional to be an integral part of the External Managed investment team that is responsible for the design, launch, and ongoing management of all externally managed fund propositions, including, but not limited … Alpha and Emerging Market Equity funds, Sterling Investment Grade Credit and Multi Asset Credit. This is an exciting opportunity within a flourishing institutional asset management business and a clear progress path to Portfolio Manager. About the role: Our External Management Team currently manage £15bn of assets, across … both equity and fixed income funds, and oversee c.20 manager relationships. As Associate Portfolio Manager, you would lead eight to ten manager relationships and would be responsible for all due diligence and ongoing monitoring conducted on selected strategies. Our manager research goes beyond traditional monitoring, and you would be more »

teams and providing suggestions or solutions to issues when needed and liaising about the status and progress of projects. Co-designing and implementing project management strategies, based on templates and toolsets that the Project Management community and wider ICB will adopt. Leading reviews across projects and programmes, making … the essential criteria for an interview.Please inform us of any adjustments you may require. Job description Job responsibilities As a key member of the Portfolio Management Office, the post holder will be embedded to implement and apply knowledge of PMO activities for the benefit of organisational strategic initiatives … and financial metrics for senior leaders identifying trends, issues, and areas for improvement. Working with matrix teams and stakeholders to implement and review project management governance and priorities based around business strategy and needs. Monitoring project progress and performance against established objectives, timelines, and milestones. Facilitating communication and collaboration more »

experts. Where you fit in: As our TEC Change Delivery Partner you will: Have end-to-end ownership for the delivery of the annual portfolio of technology change for our Operations business function. Be Instrumental in driving forward our modernisation agenda. In particular, leading on key technology interventions which … with responsibility for a budget up to £10m per annum Provide leadership and oversight of an internal team of circa 30 colleagues and broader management of partner teams of over 100 people. Ensuring that requirements and designs reflect business needs and are aligned to the IT strategy and architecture. … POCs, MVPs etc What skills & qualifications you will need: Extensive experience in managing end to end delivery in large Organisations Strong commercial and supplier management skills. Extensive experience of influencing senior stakeholders. Experience of the design and development of IT solutions. Extensive experience with 3rd party delivery teams. Educated more »

of credit risk decisioning. THE ROLE: Develop and optimise bespoke Credit Risk Scorecards for FS clients Contribute to the strategy optimisation, strategic analytics and portfolio management functions Analyse current strategies and work proactively to make cut-off adjustments Liaise with internal and external stakeholders to understand business problems more »

has partnered with a leading Financial Services company to hire their next Project Manager. We are looking for someone with a background in Project Management to join the team to help with the day-to-day running of the EA function, shape and run a number of key EA … create and maintain the business and technical architecture modelled in the EA tools. Ensure key EA artefacts are maintained as living documents through stakeholder management and a regular cadence of engagement. Work with the business units to capture, triage, and prioritise demand onto the EA backlog. Manage the outward … Strategic technologies and vendors Strategic suppliers and partners Research and advice for optimal technology subscription and licensing Ensuring EA alignment to Group project and portfolio management. Supporting the creation and execution of the strategic initiatives and roadmaps and ongoing maintenance of the output. SPG Resourcing is an equal opportunities more »