Assistant Portfolio Manager

Charles Stanley; Guildford; On-site; GBP 40,000 - 60,000; Full time

Job summary

Charles Stanley is seeking an Assistant Portfolio Manager to join our Investment Management team and support high‑quality solutions for private clients. You will work with Investment Managers to oversee portfolios for individuals, families, trusts and charities, focusing on monitoring, reporting and research to stay aligned with client objectives.

This role offers involvement across portfolio construction, market analysis and regulatory compliance, with a clear path to develop expertise and a

Qualifications

• Experience in investment management, portfolio management or investment support.
• Progress towards CISI Level 4 or equivalent qualification.
• Understanding of portfolio construction, asset allocation and markets.
• Experience supporting private client portfolios is beneficial.

Responsibilities

• Support Investment Managers in the management of discretionary and advisory client portfolios.
• Assist with portfolio reviews, suitability assessments and investment proposals.
• Help implement and maintain portfolio models, ensuring alignment with strategies.
• Monitor portfolio exceptions and support the preparation of investment and trading rationales.
• Conduct portfolio analysis and provide market, economic and investment commentary.
• Assist with client reporting, tax planning opportunities and investment documentation.
• Maintain records supporting investment decisions and governance.

Skills

Investment management

Portfolio management

Analytical skills

Client reporting

Communication

Excel

Education

CISI Level 4 or equivalent

Tools

Bloomberg Terminal

FactSet

Microsoft Excel

Job description

We're looking for an Assistant Portfolio Manager to join our Investment Management team and support the delivery of high-quality investment solutions for private clients. Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients. You'll play an important role in portfolio monitoring, investment implementation, client reporting and investment research, helping to ensure portfolios remain aligned with client objectives and investment strategies. This is an excellent opportunity for someone with investment management experience who is looking to further develop their portfolio management expertise and build a long-term career in wealth management. Please note that this role does not hold discretionary investment authority and is not a Certified Function under SMCR. What You'll Be Doing:

• Support Investment Managers in the management of discretionary and advisory client portfolios.
• Assist with portfolio reviews, suitability assessments and investment proposals.
• Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
• Monitor portfolio exceptions and support the preparation of investment and trading rationales.
• Conduct portfolio analysis and provide market, economic and investment commentary to support decision-making.
• Assist with client reporting, tax planning opportunities and investment documentation.
• Maintain records supporting investment decisions, due diligence activities and model governance.
• Work collaboratively with colleagues across the business to deliver excellent client service and outcomes.
• Ensure all activities are conducted in line with regulatory requirements, internal policies and risk management standards.

Experience & Qualifications

We're interested in hearing from candidates who can demonstrate some or all of the following:

• Experience within investment management, portfolio management or investment support.
• Progress towards, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
• Understanding of portfolio construction, asset allocation and investment markets.
• Experience supporting private client portfolios would be beneficial.

Knowledge & Skills

• Strong analytical and numerical skills with excellent attention to detail.
• Good understanding of investment processes, client suitability requirements and regulatory frameworks.
• Strong communication and relationship-building abilities.
• Well organised, adaptable and able to manage multiple priorities effectively.
• Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
• A proactive, collaborative and client-focused approach.
• Genuine interest in financial markets and investment management.