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Portfolio Manager (UK Small-Cap Equities) Wealth Management, London
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 understand


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