Emerging Portfolio Manager — Hybrid Role with Growth Impact

Rathbones; Greater London; Hybrid; GBP 90.000 - 130.000; Vollzeit

Zusammenfassung

Rathbones is seeking a Senior Investment Director (Discretionary) to join a dedicated Portfolio Management team in a hybrid setup. You will assist in constructing and monitoring investment portfolios for individuals, institutions and funds, with close supervision to ensure strong client outcomes and investment performance.

You will develop investment strategies, stay aware of markets, and support client relations while contributing to Rathbones’ growth initiatives and investment philosophy.

Qualifikationen

• CISI Level 4 Diploma or equivalent qualification.
• Experience in financial services, portfolio, investments or client-facing roles.
• Exposure to portfolio management processes and client reporting.
• Familiarity with business development and stakeholder management.
• Strong communication and interpersonal skills.
• Understanding Rathbones proposition and investment process.

Aufgaben

• Define and implement investment strategies based on client risk tolerances and goals.
• Ensure portfolios align with client objectives and market conditions under supervision.
• Recommend asset selection and asset allocation within Rathbones strategy.
• Monitor performance data and adjust portfolios as needed.
• Support client meetings and relationships with investment managers.

Kenntnisse

CISI Level 4 Diploma

Client engagement

Portfolio management knowledge

Analytical skills

Regulatory compliance

Ausbildung

CISI Level 4 Diploma

Jobbeschreibung

Rathbones is seeking a Senior Investment Director (Discretionary) to join a dedicated Portfolio Management team in a hybrid setup. You will assist in constructing and monitoring investment portfolios for individuals, institutions and funds, with close supervision to ensure strong client outcomes and investment performance.

You will develop investment strategies, stay aware of markets, and support client relations while contributing to Rathbones’ growth initiatives and investment philosophy.