Investment Management Portfolio Associate

Adecco; City Of London; On-site; GBP 150,000 - 200,000; Part time

Job summary

A dynamic investment management firm is seeking an enthusiastic Portfolio Associate for their team in Canary Wharf. The role involves assisting with trading activities and acting as a liaison between Portfolio Managers and operations. The ideal candidate should possess strong communication and analytical skills, with the ability to work well in a team or independently. This is a hybrid role requiring three days in the office, with a daily rate of £300-£350.

Qualifications

• Solid knowledge of financial markets and investment operations processes.
• Exceptional written and verbal communication skills.
• Strong analytical abilities and a keen technical insight.
• Highly motivated self-starter who thrives in a teamwork-oriented environment.
• Ability to work independently while contributing positively to the team.

Responsibilities

• Assisting with daily trading activities, FX processing, and administrative tasks.
• Acting as a liaison between Portfolio Managers and operations for clerical matters.
• Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
• Addressing inquiries from the front office and resolving portfolio or operational issues.

Skills

Knowledge of financial markets

Written communication

Verbal communication

Analytical abilities

Teamwork

Technical insight

Job description

Overview

Join Our Team as an Investment Management Portfolio Associate! We are seeking an enthusiastic and motivated Portfolio Associate to join our client dynamic investment management team. Start ASAP. Hybrid role: three days a week in the office. Location: Canary Wharf.

Contract details: £300-£350 per day (Umbrella). Hours: Monday–Friday, 40 hours per week. Duration: until end of September 2026.

Responsibilities

• Assisting with daily trading activities, FX processing, and administrative tasks.
• Acting as a liaison between Portfolio Managers and operations for clerical matters such as account management and trade queries.
• Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
• Addressing inquiries from the front office and resolving portfolio or operational issues.

Qualifications

• Solid knowledge of financial markets and investment operations processes.
• Exceptional written and verbal communication skills.
• Strong analytical abilities and a keen technical insight.
• A highly motivated self-starter who thrives in a teamwork-oriented environment.
• Ability to work independently while contributing positively to the team.

About Adecco and Our Recruitment Process

• Adecco is a disability-confident employer. We run an inclusive and accessible recruitment process to support candidates of all backgrounds and abilities.
• Adecco is committed to building a supportive environment for your next career step. If you require reasonable adjustments at any stage, please let us know and we will support you.
• Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.
• By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Job Details

• Job Title: Portfolio Associate
• Company: (Client dynamic investment management team)
• Location: Canary Wharf
• Posted: Sep 24th 2025
• Closes: Oct 25th 2025
• Sector: Investment Management
• Contract: Temporary
• Hours: Full Time