Assistant Portfolio Manager, Private Client Wealth

Charles Stanley

Guildford

On-site

GBP 40,000 - 60,000

Full time

14 days+

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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.