Portfolio Manager

Charles Stanley & Co.; Birmingham; On-site; GBP 40,000 - 70,000; Full time

Job summary

Join a leading financial services firm as a Portfolio Manager in Birmingham, delivering portfolio management services tailored to diverse clients. You will work alongside investment managers on strategy development, portfolio oversight, and client communications to optimize client investment outcomes. Ideal candidates boast strong interpersonal skills, relevant qualifications such as the CISI Level 6, and a sound understanding of financial regulations.

Qualifications

• Fully RDR compliant with minimum CISI Level 6 qualification.
• Experience in portfolio management for private clients.

Responsibilities

• Assist IMs with portfolio management for various clients.
• Conduct regular reviews of client portfolios for suitability.
• Create investment proposals for new clients.

Skills

Interpersonal skills

Communication skills

Attention to detail

Negotiation skills

Organised approach

Financial planning awareness

Education

CISI Level 6 qualification

Tools

MS Office

Job description

Portfolio Manager

Charles Stanley & Co. Birmingham, United Kingdom

Job Description

Job Purpose:

To provide portfolio management services to investment managers (IMs) and clients, in line with the Company's business objectives.

Key Areas of Responsibility:

• Assist IMs with portfolio management for a broad array of discretionary and advisory clients - individuals, families, trusts, corporate and charities - subject to the specific needs of each client.
• Assist with the construction, implementation and maintenance of investment models ensuring that client portfolios are aligned and managed against them, taking input from the central Research team.
• Conduct regular reviews of client portfolios for the ongoing suitability of investments.
• Assist IMs in ensuring all client communications are actioned promptly and efficiently.
• Deal for clients in stocks, shares, collectives and structured products on an execution-only basis or as instructed.
• Create schemes of investments for new clients and produce investment proposals.
• Monitor outliers and ensure that each outlier is dealt with or marked with an explanation.
• Play an active role in the development of investment strategies in coordination with other portfolio managers across the Company.
• Put together rationales for transactions / trades on client accounts.
• Keep abreast of market developments and act as a conduit to provide IMs with key information in order to enable investment portfolios to be managed in such a way as to ensure best client outcomes.
• Provide regular commentary on economic, market, company and fund updates to team members, both verbally and in writing.
• Assist IMs in maintaining due diligence documentation for any investment solutions not on the central preferred list
• Assist with quarterly reporting to clients.
• Ensure clients' ISA and Capital Gains Tax allowances are utilised.
• Assist support staff with administration where necessary.
• Represent Charles Stanley at events, presentations, meetings etc. as required.
• Work with IMs and internal business development specialists to develop professional connections and new business opportunities.
• Personal compliance with all regulatory issues and promotion of a compliance culture throughout the office.

Qualifications & Experience:

• Fully RDR compliant with minimum CISI Level 6 qualification, or equivalent.
• Experience in portfolio management for private clients including investment research, balanced portfolio management, asset allocation and alternative investment strategies.

Knowledge & Skills:

• Strong working knowledge of financial services organisations with a particular focus on relevant regulatory and compliance requirements.
• Knowledge of investment processes and techniques with the ability to quickly become conversant with the Company's products and services.
• Comply with the Company's Training and Competence Scheme.
• Comply with the Company's Investment Management Practice Manual.
• General financial planning awareness.
• High level and broad market awareness.
• Knowledge of the FCA Conduct of Business Rules and Money Laundering Regulations 1993.
• Full understanding of TCF.
• Operate a methodical and organised approach to work.
• Excellent interpersonal and communication skills.
• Articulate and diplomatic at all times.
• Possess strong negotiation skills, resilience and be able to challenge and contribute effectively.
• Operate with a business-focused approach.
• Strong attention to detail particularly when providing written information.
• Resilient and calm under pressure.
• Ability to juggle priorities, multi-task and execute work at speed.
• Ability to present complex market and company information to clients and colleagues.
• Dedicated to the "client first" principles of the firm, possessing uncompromising personal integrity.
• Ability to use appropriate IT including MS Office, as well as financial data and news systems.

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