Hybrid Associate Portfolio Manager: Growth & Strategy

Rathbones Group; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

Rathbones Group in London seeks 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 investment strategies aligned with risk tolerance and goals, with exposure to regulatory processes and Rathbones' investment framework.

The role offers a hybrid working pattern, frequent client interaction, and opportunities to progress from Wealth Trainee to managing a smaller book under

Qualifications

• Level 4 CISI Investment Advice Diploma (Securities / Financial Planning modules).
• Experience in financial services, portfolio, investments or client-facing roles.
• Exposure to portfolio management, suitability reviews and client reporting.
• Understanding Rathbones proposition, investment process and research capabilities.
• Awareness of regulatory environment and compliance standards.

Responsibilities

• Define and implement investment strategies based on client risk tolerance and goals.
• Support portfolio construction and asset allocation decisions.
• Monitor performance and adjust portfolios as needed in line with objectives.
• Engage with PM teams and IMs to support client meetings and relationships.
• Contribute to growth initiatives and share expertise with junior colleagues.
• Uphold Rathbones values and professional standards.

Skills

Communication

Client-facing

Relationship management

Team collaboration

Analytical skills

Education

CISI Level 4 Diploma

Job description

Rathbones Group in London seeks 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 investment strategies aligned with risk tolerance and goals, with exposure to regulatory processes and Rathbones' investment framework.

The role offers a hybrid working pattern, frequent client interaction, and opportunities to progress from Wealth Trainee to managing a smaller book under