Associate Portfolio Management

Evelyn Partners; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A financial services firm in Greater London is seeking a Portfolio Management professional to manage client portfolios and ensure compliance. The role involves collaboration with Investment Managers to improve portfolio performance and client confidence. Ideal candidates should possess a CISI Level 4 qualification, excellent communication skills, and a pro-active approach to problem-solving. The position offers a competitive salary, hybrid working model, and various benefits including private medical insurance and a generous holiday package.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Confident and pragmatic approach to duties.
• Excellent communication skills and IT literacy.
• Teamwork and positive attitude are essential.
• Strong initiative and problem-solving skills.
• Attention to detail necessary for portfolio management.

Responsibilities

• Manage client portfolios within compliance parameters.
• Contribute to the investment selection for portfolios.
• Collaborate with Investment Managers to boost confidence.

Skills

Portfolio Management

Wealth Management

Financial Services

Data Management

Attention to detail

Microsoft Excel

Education

CISI Level 4 qualification

Working towards Level 7 qualification

Tools

Microsoft Word

Microsoft PowerPoint

Job description

What will you be doing

We are seeking a talented individual to join our Portfolio Management team in London delivering the firm's asset allocation views in a client tailored way to a large and varied group of clients. Working within the Scottish Portfolio Management team to deliver an excellent level of service to the region's Investment Managers and the clients of the firm. You will have high exposure and work in partnership with the Investment Managers within the region.

Responsibilities

• The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
• To input into the Scottish Portfolio Management team’s investment process and investment selection for target portfolios
• To work in partnership with the Investment Managers within the region to increase their confidence in the team and as a result increase the funds under management of the team

Qualifications & Experience

• Possess a confident professional and pragmatic approach to all duties
• Excellent written, verbal and interpersonal skills and IT literate
• Ability to work within a team
• Positive / flexible attitude and a willingness to learn
• Initiative – use judgement and reasoning to propose solutions to problems
• A quick thinker who can adapt to changing work demands
• Attention to detail

Professional Qualifications and Education

• CISI Level 4 qualification and completed or working towards a Level 7 qualification
• Experience and knowledge of investments and the management of client portfolios

Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and are delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity, background or circumstance feel respected as individuals and can achieve their full potential in a safe supportive and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.

Remote Work: No

Employment Type: Full‑time

Key Skills: Portfolio Management, Wealth Management, Financial Services, Hybris, Microsoft Word, Banking, Cash Management, Data Management, Microsoft Powerpoint, Securities Law, Microsoft Excel, Internet Of Things

Vacancy: 1