Portfolio Manager

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

Job summary

A leading company is seeking a Portfolio Manager to support day-to-day portfolio management and assist with investment selection and reporting. The role requires 3–7 years of experience, a solid academic background in finance or economics, and excellent communication skills. You will be involved in client interactions and the design of bespoke portfolios, making it a key opportunity to progress your career in a dynamic environment.

Qualifications

• 3–7 years of experience in a junior or assistant portfolio management role.
• Solid academic background, ideally in finance, economics, or a related field.
• Excellent verbal and written communication skills.

Responsibilities

• Support day-to-day portfolio management including construction and reporting.
• Monitor trades and ensure alignment with client objectives.
• Join client meetings and participate in portfolio discussions.

Skills

Client facing experience

Verbal communication

Written communication

Education

Solid academic background in finance or economics

Progression towards CFA

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