Portfolio Manager

JR United Kingdom; Bedford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading investment firm in Bedford is seeking an Assistant Portfolio Manager to support portfolio management and client relations. The ideal candidate will have 3–7 years of experience, a solid academic background in finance, and possess strong communication skills. Join a dynamic team to develop bespoke investment strategies aligned with client goals.

Qualifications

• 3–7 years of experience in a junior or assistant portfolio management role.
• Strong academic background in finance or economics.
• Preferred CFA progression or similar qualifications.

Responsibilities

• Support day-to-day portfolio management including asset allocation and investment selection.
• Participate in client meetings and pitches, ensuring alignment with client objectives.
• Monitor and execute trades according to client requirements.

Skills

Portfolio management

Client relationship management

Investment research

Verbal communication

Written communication

Education

Degree in finance, economics, or related field

Progression towards CFA designation

Job description

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• Support day-to-day portfolio management, including portfolio construction, asset allocation, investment selection, and reporting.
• Ensure portfolios remain aligned with client objectives and internal investment strategies.
• Assist with managing cash flows and liquidity across portfolios.
• Maintain portfolio management systems and ensure data accuracy.
• Join client meetings and participate in pitches and portfolio discussions.
• Monitor and execute trades in line with client requirements.
• Provide with investment research and due diligence on multi asset strategies.
• Assist in designing bespoke portfolios for prospects based on model allocations.
• Take part in team initiatives and represent the team in wider business projects.

Requirements:

• 3–7 years of experience in a junior or assistant portfolio management role
• Solid academic background, ideally in finance, economics, or a related field
• Progression towards CFA designation or other relevant investment qualifications preferred
• Client facing experience, with the ability to build strong relationships
• Excellent verbal and written communication skills