Assistant Portfolio Manager: Flexible Career & Growth

Schroders Group; Oxford; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Schroders Group’s Cazenove Capital in Oxford is seeking an Assistant Portfolio Manager who will support Portfolio Managers with client portfolios and research, while learning the foundations of investment management.

You will assist in preparing client materials, attending meetings and developing your knowledge through CPD and CISI Level 7 qualifications, with flexible working options to balance commitments.

Qualifications

• Excellent IT skills and proficiency with the Microsoft Office suite.
• Strong communication skills with the ability to multi‑task.
• Keen interest in wealth management and financial markets.

Responsibilities

• Support Portfolio Managers and Directors to manage client portfolios in line with investment wishes.
• Prepare client materials including meeting packs and reports.
• Manage client account opening process and documentation.

Skills

IT skills

Communication

Teamwork

Attention to detail

Education

CISI Level 7 Chartered Wealth Manager

Tools

Microsoft Office

Job description

Schroders Group’s Cazenove Capital in Oxford is seeking an Assistant Portfolio Manager who will support Portfolio Managers with client portfolios and research, while learning the foundations of investment management.

You will assist in preparing client materials, attending meetings and developing your knowledge through CPD and CISI Level 7 qualifications, with flexible working options to balance commitments.