Portfolio Manager

JR United Kingdom; Cheltenham; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading asset management firm in the UK seeks a junior Portfolio Manager to support portfolio management activities. The role requires 3-7 years of experience, a strong academic background in finance or economics, and excellent communication skills. The successful candidate will assist with managing client portfolios and ensuring alignment with investment strategies, while also engaging in client communications and project initiatives.

Qualifications

• 3–7 years experience in junior/assistant portfolio management role.
• Solid academic background and client-facing skills required.
• Strong communication skills essential.

Responsibilities

• Support day-to-day portfolio management and investment selection.
• Monitor and execute trades as per client requirements.
• Participate in client meetings and portfolio discussions.

Skills

Client facing experience

Investment research

Portfolio construction

Communication skills

Education

Academic background 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