Senior Specialist, IWM Portfolio Analyst
Jobtailor
Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation. Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement and retention. Analyse the impact of investment strategy changes, assess transaction suitability and provide portfolio recommendations. Pre-qualify clients for alternative investment opportunities and assist with investment research and due diligence. Monitor trade activity, resolve compliance notifications and ensure adherence to investment guidelines and regulatory requirements. Produce portfolio analytics, performance attribution and reporting to support investment decisions and business objectives. Requirements 3–5 years' experience in portfolio management, investment analysis, wealth management or a related investment function. Strong knowledge of portfolio construction, trading, performance measurement and investment reporting across multiple asset classes. Bachelor's degree required; MBA, CFA or progress towards a CFA qualification preferred. Strong analytical, organisational and communication skills, with the ability to support multiple Portfolio Managers and high-net-worth client relationships. Core Competencies Demonstrates expertise in portfolio management, investment analysis, and client engagement, with a strong focus on portfolio construction, trading, and performance measurement across various asset classes. Proficient in producing investment reporting and analytics to support high-net-worth client relationships and compliance with regulatory requirements. Highest-signal resume keywords Portfolio Management Investment Analysis Performance Measurement CFA Qualification Client Engagement ATS Optimization Keywords Hard Skills Portfolio Construction Trading Investment Reporting Performance Attribution Analytical Skills Soft Skills Organisational Skills Communication Skills Certifications & Qualifications Bachelor's Degree MBA CFA Industry Keywords High-Net-Worth Clients Investment Strategy Due Diligence Compliance Notifications Investment Guidelines #J-18808-Ljbffr Jobtailor
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