Early-Career Portfolio Manager: Client-Focused Investing

Rathbones; Greater London; Presencial; GBP 42.000 - 60.000; Jornada completa

Descripción de la vacante

Rathbones is seeking an Associate Portfolio Manager to support construction, monitoring and management of investment portfolios for a diverse client base. You will work under supervision to develop knowledge and help with smaller, less complex books of clients in a structured progression from Wealth Trainee.

You will build on core investment knowledge, support portfolio risk management, and collaborate with the Front Office to deliver strong client outcomes under supervision.

Formación

• Experience in financial services, portfolio, investments or client-facing roles.
• Exposure to portfolio management, suitability reviews, and client reporting.
• Familiarity with business development activities and relationship/stakeholder management.
• Strong communication and interpersonal skills.
• Understanding Rathbones proposition, portfolio and investment process and Research capabilities.
• Awareness of quantitative methods, financial math, statistics and economics.
• Early research and analytical skills.
• Understand portfolio construction and valuation and pricing techniques.
• Awareness of regulatory environment and compliance standards.
• Client-centric and commercially aware.
• Proactive, collaborative, and accountable.
• Demonstrates integrity, attention to detail, and professionalism.
• Seeks feedback and strives for continuous improvement.

Responsabilidades

• Assist with investment strategy development and aligning portfolios with client objectives and risk tolerance.
• Support performance tracking and contribute to rebalancing recommendations.
• Engage with clients and internal teams to maintain strong relationships and service quality.
• Contribute to Rathbones growth initiatives and participate in internal forums and projects.
• Maintain awareness of market conditions and regulatory requirements.

Conocimientos

Financial services experience

Client-facing

Relationship management

Communication skills

Analytical skills

Regulatory awareness

Quantitative methods

Portfolio construction knowledge

Pricing techniques

Educación

Level 4 CISI Investment Advice Diploma

Descripción del empleo

Rathbones is seeking an Associate Portfolio Manager to support construction, monitoring and management of investment portfolios for a diverse client base. You will work under supervision to develop knowledge and help with smaller, less complex books of clients in a structured progression from Wealth Trainee.

You will build on core investment knowledge, support portfolio risk management, and collaborate with the Front Office to deliver strong client outcomes under supervision.