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Senior Portfolio Manager - AIM/UK Small-Cap Equities.

Employer
eFinancialCareers
Location
UK
Salary
Competitive
Closing date
19 Jul 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Responsibilities
  • Assist with managing and running all aspects of the firms the AIM/Inheritance Tax Service portfolio
  • Carryout in depth bottom up company analysis on companies listed on the AIM stock exchange and formulate investment recommendations for the portfolio
  • On site due diligence
  • Develop relationships with management teams
  • generating performance data for client reporting
  • Conducting client trades
  • Client management


Experience:
  • University Degree (min 2.1)
  • MBA and/or CFA preferred
  • Min 7+ years of investment management experience of analysing the UK Small-CaP universe .
  • Excellent understanding of the UK AIM market
  • Knowledge of Inheritance Tax (IHT) solutions
  • CISI Level 4 qualified (minimum).
  • Excellent attention to detail
  • Strong data skills
  • Good relationship management and client engagement ability
  • Excellent written and verbal communication skills.
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