Portfolio Manager

Aviva; City Of London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading insurance company based in London is seeking a Portfolio Manager to manage investment decisions across defined asset classes. The ideal candidate will have an impressive academic background and qualifications, with a strong ability to foster relationships with various types of clients. This role offers a generous pension scheme, performance bonuses, and flexible working arrangements.

Benefits

Generous pension scheme

Eligibility for annual performance bonus

Family-friendly parental leave

Generous holiday entitlement

Up to 40% discount for company products

Private Medical Benefit

Flexible benefits including electric cars

Matching Share Plan

21 volunteering hours per year

Qualifications

• Regulatory threshold competent and approved.
• Ability to demonstrate intellectual rigour and maturity.
• IMC or equivalent qualification required.
• Comfortable meeting senior executives.
• Understanding of derivative products and their uses.

Responsibilities

• Implement investment decisions across a defined asset class.
• Manage a diverse range of funds and client relationships.
• Act as a representative in cross-asset forums.
• Contribute to marketing initiatives and knowledge sharing.
• Supervise or manage junior colleagues.

Skills

Regulatory threshold competent and approved

Degree or equivalent intellectual rigour

IMC or equivalent

Ability to read and understand a balance sheet

Excellent understanding of derivative products

Education

Degree or suitable qualification

Job description

Please note this position is based in London and this will be the contractual location of the successful candidate, other locations cannot be considered.

Portfolio Manager

This is a great job for someone

A bit about the job:

As a Portfolio Manager, you will operate within the Investment Management Agreement (IMA) to implement investment decisions across a defined asset class, ensuring strong performance and delivering the right outcomes for clients. You will act as a key representative in cross-asset forums, championing the desk’s perspective and serving as a figurehead for the sub-asset class both internally and externally. This role involves managing a diverse range of funds, from straightforward to complex mandates, and building relationships with retail, institutional, consultant, affiliate, and flagship clients. You’ll play an active role in marketing initiatives, contribute to knowledge sharing across the business, and identify opportunities for continuous improvement to drive efficiencies and synergies. Additionally, you may supervise or line‑manage junior colleagues, fostering development within the team.

Skills and experience we’re looking for:

• Regulatory threshold competent and approved.

• Degree, or able to demonstrate a suitable depth of intellectual rigour and maturity.

• IMC or equivalent; or recognized historical knowledge, experience and/or qualification and CFA or equivalent qualification.

• Able to read and understand a balance sheet and value a company as well as being at ease meeting senior executives of potential investment target companies (specifically within equities, but useful across disciplines).

• Excellent understanding (where relevant) of derivative products and their uses in fund strategy and risk management.

What you’ll get for this role:

• Generous pension scheme - Aviva will contribute up to 14%, depending on what you put in

• Eligibility for annual performance bonus

• Family friendly parental and carer’s leave

• Generous holiday entitlement plus bank holidays with the option to buy/sell up to 5 additional days

• Up to 40% discount for Aviva products

• Aviva-funded Private Medical Benefitto help you get expert support when you need it

• Brilliant flexible benefits including electric cars

• Aviva Matching Share Plan and Save As You Earn scheme

• 21 volunteering hours per year

In this role you’ll be ‘Certified’ under the Financial Conduct Authority / Prudential Regulation Authority’s Senior Managers and Certification Regime (SMCR). This means that we’ll need to complete some regulatory background checks on you before you take up your role and we’ll need to ask you some questions on an annual basis to make sure you remain ‘fit and proper’ and competent to carry out your role. We’ll provide training on what holding a SMCR role means when you join us and annually thereafter.

Aviva is for everyone:

We’re inclusive and welcome everyone – we want applications from all backgrounds and experiences. Excited but not sure you tick every box? Even if you don’t, we would still encourage you to apply. We also consider all forms of flexible working, including part time and job shares.

We flex locations, hours and working patterns to suit our customers, business, and you. Most of our people are smart working –spending around 50% of their time in our offices every week - combining the benefits of flexibility, with time together with colleagues.

To find out more about working at Aviva take a look here.

We interview every disabled applicant who meets the minimum criteria for the job. Once you’ve applied, please send us an email stating that you have a disclosed disability, and we’ll interview you.

We’d love it if you could submit your application online. If you require an alternative method of applying, send an email to [e-mail].