Associate Portfolio Manager – Private Client Focus

Raymond James UK; Guildford; On-site; GBP 40,000 - 60,000; Full time

Job summary

Raymond James UK is seeking an Assistant Portfolio Manager to join the Investment Management team in Guildford. You will support Investment Managers in discretionary and advisory portfolios for private clients, families, trusts and charities, helping with reviews, proposals and market insights.

This role offers development in portfolio management and wealth management, with a focus on governance, reporting and client service within a regulated environment.

Qualifications

• Experience within investment management, portfolio management or investment supports.
• Progress towards, or completion of, CISI Level 4 or equivalent.
• Understanding of portfolio construction, asset allocation and investment markets.
• Experience supporting private client portfolios would be 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 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.

Skills

Investment management

Portfolio management

Analytical skills

Regulatory knowledge

Excel proficiency

Client relationship building

Education

CISI Level 4

Tools

Microsoft Office

Investment research systems

Job description

Raymond James UK is seeking an Assistant Portfolio Manager to join the Investment Management team in Guildford. You will support Investment Managers in discretionary and advisory portfolios for private clients, families, trusts and charities, helping with reviews, proposals and market insights.

This role offers development in portfolio management and wealth management, with a focus on governance, reporting and client service within a regulated environment.