Portfolio Manager

JR United Kingdom; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the finance sector is looking for a junior Portfolio Manager to assist with portfolio management, client meetings, and investment strategies. The ideal candidate will have relevant experience, a strong academic background in finance or economics, and is on their way to achieving CFA designation. This role offers a dynamic environment with opportunities to grow and develop within the team.

Qualifications

• 3–7 years of experience in a junior or assistant portfolio management role.
• Progressing towards CFA designation or similar investment qualifications preferred.

Responsibilities

• Support day-to-day portfolio management and assist in cash flows.
• Join client meetings and provide investment research.
• Monitor and execute trades as per client requirements.

Skills

Client facing experience

Communication skills

Education

Degree in finance, economics, or related field

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