Assistant Portfolio Manager

  • Location

    Chelmsford, Essex

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum + plus bonus and benefits

  • Contact:

    Michael Groves

  • Contact email:

    mgroves@mbfitzgerald.co.uk

  • Job ref:

    BBBH2813_1614165132

  • Published:

    3 months ago

  • Expiry date:

    2021-03-26

  • Consultant:

    #

A leading wealth management organisation based in Chelmsford are currently seeking to recruit an Assistant Portfolio Manager to help manage their in-house DFM model portfolios.

This client offer a Wealth Management service to high net worth clients, which combine lifestyle financial planning with their discretionary managed portfolios. The main purpose of the role will involve fund analysis and portfolio management of DFM model portfolios as part of investment committee. Candidates will ideally have 3+ years experience working within fund analysis and/or portfolio management and will have attained or be working towards the IMC of CFA qualifications

My clients is a hugely successful and well run small business and can offer genuine long term career development opportunities.