Portfolio Director

Job Description:

Our client, a leading wealth management firm, is seeking an experienced Portfolio Director to join their MPS team in Liverpool. The successful candidate will play a pivotal role in ensuring a robust and scalable investment process, delivering high-quality client communication, and supporting adviser adoption and retention through strong portfolio oversight and technical expertise.

This position offers the opportunity to contribute directly to portfolio performance, proposition evolution, and broader business growth within a collaborative and highly professional environment.

Essential Skills/Experience:

Significant experience managing portfolios at scale and complexity within a discretionary or model portfolio environment

Strong technical investment expertise across portfolio construction, risk management, and performance analysis

Proficiency in investment research and analytics tools such as FactSet, Morningstar Direct, and FE Analytics

Demonstrated ability to produce clear, high-quality investment communications and content

Proven track record of delivering excellent client service and contributing to business performance and growth

Strong understanding of investment risk procedures, regulatory requirements, and governance frameworks

Experience working with adviser-led distribution models and supporting client-facing stakeholders

Professional qualification at Level 7 (CFA or CWM preferred)

Experience in client administration and regulatory compliance within an investment or wealth management environment

Collaborative leadership approach with the ability to mentor and support junior colleagues while contributing to a high-performing team culture

Core Responsibilities:

Define and implement investment strategies aligned to model risk profiles using appropriate systems, tools, and market insight

Oversee portfolio construction, performance monitoring, and ongoing market analysis, including economic and geopolitical developments

Manage and monitor portfolio risks including tracking error, volatility, drawdown, and cost budgets, ensuring alignment with risk ratings and investment objectives

Maintain investment governance documentation, including model change rationales, committee materials, and regulatory evidence

Ensure timely and accurate model implementation across third-party platforms and resolve operational exceptions where required

Provide clear and insightful portfolio updates to advisers, covering performance drivers, positioning, risk metrics, and suitability

Produce investment content including factsheets, reports, thought leadership, and market outlooks in collaboration with internal stakeholders

Deliver adviser training and develop supporting materials to enhance understanding and adoption of the proposition

Gather market and adviser feedback to support ongoing development of the investment offering

Mentor junior team members and contribute to internal forums, committees, and business initiatives

Benefits:

A highly competitive salary

Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: (16394)

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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