E2W Connecting Women in Financial Services Men For Inclusion
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Global Investment Bank

Discretionary Fund Management - Portfolio Manager, Charities


Our client strongly believes that having an inclusive culture reveals their people’s full potential and encourages them to make a greater contribution to the success of the business. They closely work with E2W to help them attract, recruit and retain more women.

• Must demonstrate leadership capability
• Have a passion for ESG and responsible investment
• Ability to adapt and recognise that success depends on flexibility, innovation and enthusiasm to successfully meet the needs of the client in a constantly evolving environment, particularly when it comes to ESG issues.
• Have the tenacity and confidence to challenge the status quo within the team.
• Attention to detail
• Ability to cooperate and collaborate unselfishly in pursuit of team and Group performance.
• Showing concern for people, supporting colleagues and encouraging growth and development
• Cast iron integrity in all internal and external dealings.
• CISI IAD level 4 and the CISI Masters in Wealth Management level 7 or equivalent.
• Excellent working knowledge of Microsoft Office products, particularly Excel
• Experience of managing charities NOT required

Do you know someone who is perfect for this role?

E2W are talent partners to leading financial institutions who are committed to diversity. These are firms who invest in ensuring that they recruit the best person for the job, from the widest possible talent pool. This means they are keen to go the extra mile by retaining E2W to help them find the best female candidates for the role. If you are seeking a new challenge and want an employer who really cares about creating an environment where you can flourish, fulfil your potential and achieve your goals, the firms we work with are undoubtably a good choice.

Applications are welcome from E2W Members and non-members. We also have a referral scheme for members, where you can help women in your personal networks get ahead – and potentially receive £500 from us as a thank you.

If you are an E2W Member looking for a career move talk to Mark in recruitment team or Katie in our membership.
Our network is growing day by day, but we know that there are many great female candidates out there who aren’t part of it yet. If there’s a women in your professional network who you think would be perfect for one of these roles, please use our referral form to give us their details. You’ll be helping them take the next step in their career – and you could receive £500 from us as our way of saying thank you. 

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