Assistant Investment Manager

Ortus PSR Ltd.; London; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A respected boutique wealth management firm is seeking an Assistant Investment Manager in London. This role is ideal for candidates transitioning from fund research to portfolio construction, managing significant assets. It offers hybrid working, competitive salary, and professional development support, all within an award-winning team focused on collaboration and integrity.

Benefits

Full benefits package

Discretionary bonus scheme

Study support and financial assistance

Qualifications

• Currently engaged in fund research or manager selection.
• Strong desire to transition into portfolio construction.
• Investment experience with a solid understanding of macroeconomic trends.

Responsibilities

• Construct and manage portfolios according to investment mandates.
• Conduct ongoing qualitative and quantitative fund research.
• Produce reports and participate in investment committee meetings.
• Support portfolio explanations in client communications.
• Contribute to investment commentary and strategic communications.

Skills

Fund research

Manager due diligence

Portfolio construction

Asset allocation

Excellent communication skills

Education

CII or CISI Level 4

CFA progression

Job description

From Fund Research to Portfolio Construction – Take the Next Step in Your Investment Career

A highly respected boutique wealth management firm is seeking an ambitious investment professional to step up into an Assistant Investment Manager role. This is a unique opportunity for someone currently focused on fund research or manager selection who is ready to take a leading role in portfolio construction, asset allocation, and investment strategy.

Salary up to £55,000 and hybrid working

Why This Opportunity Stands Out

• Award-Winning Culture: The firm is proud to be recognised among the best financial advisers to work for, with a high-performing investment team regularly featured in leading industry rankings and awards.

• Significant Asset Exposure: The successful candidate will help shape a fast-growing portfolio proposition managing over £1 billion in client assets across a wide suite of active, passive, sustainable, and overseas model portfolios.

• Strategic Influence: Reporting directly to the Chief Investment Officer, this role offers direct involvement in portfolio decision-making and long-term investment strategy.

• Supportive and Ethical Environment: With Chartered status and a reputation for professional integrity, the firm fosters a culture of collaboration, curiosity, and continuous learning.

Ideal Candidate Profile

This position is perfect for an individual who:

• Is currently engaged in fund research, manager due diligence, or selection across asset classes.

• Has a strong desire to transition into a portfolio construction and asset allocation role.

• Significant progress towards investment qualifications (CII or CISI Level 4 essential; CFA progression advantageous).

• investment experience and a solid understanding of macroeconomic trends and how they impact different asset classes.

• Possesses excellent communication skills and enjoys collaborating with internal teams and engaging with clients where required.

Key Responsibilities

• Construct and manage portfolios in line with agreed investment mandates and risk profiles.

• Conduct ongoing qualitative and quantitative fund research to inform buy list decisions.

• Produce reports and actively participate in quarterly Investment Committee meetings.

• Liaise with private client and corporate benefits teams, supporting portfolio explanations and client communications.

• Contribute to investment commentary, market updates, and strategic communications shared with clients and internal stakeholders.

Location, Salary & Benefits

• Location: Hybrid model with two days per week in the London office; flexibility for remote work included.

• Working Hours: 37.5 hours per week (8:00 AM to 4:30 PM), with flexibility during peak periods.

• Salary: Competitive and dependent on experience.

• Benefits: Full benefits package and participation in a discretionary bonus scheme.

• Study support and financial support, as well as study leave and assistance with revision

This is a rare opportunity for a research-led investment professional to take the next step into a high-impact portfolio management role within a collaborative and award-winning team.