Assistant Portfolio Manager - Oxford

Schroders; Oxford; On-site; GBP 42,000 - 62,000; Full time

Job summary

Schroders is recruiting an Assistant Portfolio Manager for its Cazenove Capital wealth management team in Oxford. You will work alongside Portfolio Managers, learning the foundations of investment, client servicing, and portfolio management while supporting day-to-day activities and client meetings.

You will be involved in reviewing investments, preparing client materials, and assisting with portfolio updates, all while upholding Schroders' standards of excellence, integrity and teamwork.

Qualifications

• Support Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes and regulations.
• Develop relationships of trust with clients and respond to enquiries in a timely manner.
• Help plan, organise and attend client meetings and prepare materials.

Responsibilities

• Assist Portfolio Managers with portfolio investment considerations and, with their approval, implement changes.
• Contribute to portfolio suitability assessments and performance reviews.
• Carry out trades and monitor transaction statements and outstanding deals.

Skills

Portfolio management support

Client service

Attention to detail

Team collaboration

Learning mindset

Tools

Microsoft Office

Job description

We're looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients.

We want someone who can work alongside our Portfolio Managers, with the desire and curiosity to learn their job as well as your own. You'll do it by getting to grips with the analysis, checks and balances that keep our clients' portfolios in great shape.

You'll be busy, hands-on and can-do. Learning your way around the foundations of investment. Tuning in to clients' needs. And keeping Portfolio Managers informed and up to date.

About Cazenove Capital

AtCazenove Capital we look after private individuals, families and charities. We are the wealth management business of the global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The base

The Cazenove Oxford office offers a collaborative working environment, promoting flexible working arrangements to help balance personal commitments with professional responsibilities.

The team

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

What you’ll do

Support Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust

Be a point of contact for clients, react to all enquires in a timely manner and maintain a record of responses

Help to plan, organise and attend client meetings

Take responsibility for preparing client material including meeting packs and reports

Help to manage our account opening process for new clients and additional portfolios for existing clients

Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects

Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds

Help with assessing portfolio suitability and performance and prepare investment proposals

Carry out trades in client portfolios in line with instructions and investment recommendations

Handle administrative duties promptly, including checking clients' transaction statements and monitoring outstanding deals

Keep colleagues informed about clients' portfolios, reporting any changes, queries or problems

Combine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries

Participate in our industry leading, in-house presentation programme

Maintain and update your knowledge through continual professional development (CPD)

Be supported in seeking to achieve professional qualifications (RDR level 7), such as CISI Level 7 Chartered Wealth Manager qualification, which includes 10 days of study leave and sponsored courses

Embody the core Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need

Excellent IT skills, especially with the Microsoft Office suite

A keen interest in the wealth management industry

An interest in global financial news and markets

Excellent communication skills and an ability to multi-task

What you’ll be like

A really good communicator – great at listening, being clear and giving reassurance

Self-motivated and enthusiastic

Good at working in a team, and with other teams

You’ll have real attention to detail

Able to work under pressure and to tight deadlines

Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes

We recognise potential, whoever you are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

About Us

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.