Reporting to the Portfolio Manager the Assistant Portfolio Manager will work with PMs to help manage a group of private clients and institutional portfolios on a discretionary basis, adhering to the company's strategic asset allocation.
Our client is seeking a self-motivated individual with the ability to manage your own time and resources, have a willingness to achieve investment advisor status, with a strong mathematical background, and a keen interest in global economics.
You will need a part qualified Investment Qualification (CFA or CISI Diploma), be a competent Microsoft Office user, with extensive knowledge of Excel. You will need to show strong attention to detail, with presentation and influencing skills.
To apply for this role please send a copy of your CV to carla.whitham@ap-personnel.com
AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at https://www.apgroupglobal.com/privacy-notice/
