The Company:

A highly regarded boutique Investment Management Company

The Role:

The Portfolio Analyst will work within the Wealth Management business and is responsible for assisting in the management of client investment portfolios and to ensure they are aligned with client objectives, risk profiles, and regulatory requirements.

The Portfolio Analyst will be involved in investment decision making whilst ensuring tax-efficient investment outcomes, implementing and maintaining client portfolios and with a proven ability for handling rebalancing and trading instructions relating to Stocks, ETF’s, Collectives and Fixed Income.

The Portfolio Analyst will assist in the management of Discretionary and Advisory Portfolios to ensure in line with intended investment strategies, objectives and risk tolerances. Conduct portfolio reviews and rebalancing of portfolios to maintain strategic asset allocation targets. Strong emphasis on tax-efficient investing, including the strategic management of realised and unrealised capital gains. Monitor performance and manage accounts for opportunistic rebalancing, cash management needs and Tax harvesting.

The Portfolio Analyst will ensure portfolios remain compliant with investment mandates, regulatory requirements, and internal policies. Responsible for all trading activities; creating, executing, and reconciling trades. Also be involved with Fixed Income Portfolio Management – designing Bond Ladder proposals executing orders, and monitoring for maturities and credit spreads.

The Portfolio Analyst will communicate with clients and advisors to explain trades and answer questions regarding investment philosophy and its implementation.

The Candidate

2-3 years experience in Portfolio Implementation– trade executions and rebalancing portfolios.

Experience trading Stocks, ETFs, Collectives and Fixed Income

Solid analytical and research skills and able to communicate technical knowledge clearly

IAD Level 4