Portfolio Manager / Investment Analyst

  • Location

    City Of Manchester, Greater Manchester

  • Sector:

    Wealth Management

  • Job type:


  • Salary:

    £30000 - £50000 per annum + Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:


  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Consultant:


Portfolio Manager/ Investment Research - Manchester - Salary negotiable depending on experience and qualifications

MB Fitzgerald are currently working with the Investment Management division of a Wealth Management Business who deal with UHNW individuals. The company are a fast growing business who have opened 3 offices over the last few years.

We are looking for an intelligent, ambitious Investment Management professional to join their team in Manchester. This is an exciting, varied and interesting opportunity at a company that promises to be a true market leader. You'll be working closely with the company's CIO and will have exposure to other Senior Executives at the business which will provide plenty of opportunity for progression.

You'll be involved with research, fund selection, portfolio management and various other responsibilities during your time, so there is a requirement that the candidate has a broad range of experience within Investment Management as well as the ability to diversify and multi-task.

The company are looking for an experienced, professional candidate with a strong knowledge of Investment Management Services and products. You will be well-educated, ideally having a 2:1 Degree or better from a top University in a subject such as Mathematics, Economics, Finance, Engineering or Law. You must have a proven mathematical ability through your degree modules or perhaps A-Level grades.

You will be supported and encouraged towards study for professional qualifications such as the CFA. The company values education and qualifications highly and you will be rewarded for hard work, ambition and innovation as the company continues to grow.

A generous basic salary and first class benefits package will be awarded to the successful candidate.

Key Points:

  • A senior member of the investment team
  • Research into asset allocation and fund selection
  • Manage portfolios in line with agreed mandates
  • Implement portfolio changes as agreed by the investment team
  • Performance monitoring and reporting
  • Support CIO in building a multi-asset class fund management solution
  • Support client partners with presentations