Portfolio Manager

Ameriprise; Camden Town; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading investment firm in Camden Town is seeking a motivated equity analyst. The role involves managing country-specific equity portfolios, screening stocks, and formulating investment proposals. Ideal candidates should have experience in financial markets, proficiency in Excel, and an interest in Asian equities. CFA or progress towards Level 3 is preferred. Competitive salary and opportunities for growth offered.

Qualifications

• Prior experience in financial markets and direct equity investing.
• Understanding of accounting and basic valuation techniques.
• Genuine interest in Asian equities and long-term investing.

Responsibilities

• Screen stocks for potential further research.
• Analyse company annual reports.
• Prepare and attend company and sell-side analyst meetings.
• Formulate and present investment proposals for portfolios.
• Update the team on current holdings in investment portfolios.
• Assist in administrative tasks for the desk.
• Travel to Asia for meetings/research trips.
• Take responsibility for ESG considerations.

Skills

Financial markets experience

Excel proficiency

Financial modeling skills

Analytical skills

Education

CFA or Level 3 candidate

Job description

We are seeking a motivated equity analyst to progress quickly into a junior portfolio manager role, with responsibility for managing several country‑specific equity portfolios in line with Pyrford's disciplined, long‑term investment process.

Responsibilities

• Screening stocks for potential further research.
• Analysing company annual reports.
• Preparing for and attending company and sell‑side analyst meetings.
• Formulating and presenting investment proposals for inclusion in portfolios.
• Updating the team on current holdings in the investment portfolios.
• Assisting in administrative tasks for the desk and the wider firm.
• Travelling to Asia on company meeting/research trips.
• Taking responsibility for the ESG (environmental, social and governance) considerations of investment decisions.

Qualifications

• Prior experience working in financial markets and direct equity investing, ideally within asset management, investment banking or accounting.
• Comfortable with Excel and financial modelling.
• Understanding of accounting and basic valuation techniques.
• Genuine interest in Asian equities and long‑term investing.
• Understanding of what makes a successful investment.
• Inquisitive nature with attention to detail.
• Willingness to take initiative and be a self‑starter.
• Willingness to travel for the purposes of investment research.
• CFA or currently working towards Level 3.