Hybrid Portfolio Management Associate - Growth & Impact

Rathbone Brothers; England; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Pension - 9% non-contributory or 10%

Private medical insurance

Life assurance - 8 x salary

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Study support

Season travel ticket loans

Voluntary benefits

Job summary

Rathbones in Bournemouth seeks an Associate Portfolio Manager to support construction, management and monitoring of client investment portfolios. The role offers supervision and progression from trainee level with close oversight to deliver strong client outcomes.

Open to candidates at varying seniority, including those completing the Level 4 CISI Diploma or those who have achieved Level 7, with commensurate responsibilities and title.

Qualifications

• Experience in financial services or client-facing roles.
• Exposure to portfolio management or suitability reviews.
• Understanding of investment processes and risk considerations.
• Strong communication and interpersonal skills.
• Awareness of regulatory environment and compliance standards.

Responsibilities

• Define and implement investment strategies based on client risk and goals.
• Monitor portfolios under supervision and adjust allocations as needed.
• Support portfolio construction and asset selection within Rathbones framework.
• Engage with clients and internal teams to ensure high-quality outcomes.
• Contribute to business growth, share knowledge, and participate in forums and projects.

Skills

Communication

Client engagement

Team collaboration

Education

Level 4 CISI Investment Advice Diploma

Job description

Rathbones in Bournemouth seeks an Associate Portfolio Manager to support construction, management and monitoring of client investment portfolios. The role offers supervision and progression from trainee level with close oversight to deliver strong client outcomes.

Open to candidates at varying seniority, including those completing the Level 4 CISI Diploma or those who have achieved Level 7, with commensurate responsibilities and title.