Portfolio Manager

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

Job summary

A leading company in investment management seeks a junior portfolio manager to support the management of client portfolios and assist with strategic investment decisions. The role involves active participation in client meetings, a focus on portfolio construction, and maintaining data accuracy within portfolio management systems. Candidates should have a solid academic background in finance or economics and relevant experience, along with strong communication skills.

Qualifications

• 3–7 years of experience in portfolio management role.
• Ability to build strong relationships with clients.
• Experience in investment research and due diligence.

Responsibilities

• Support day-to-day portfolio management tasks.
• Monitor and execute trades according to client needs.
• Assist in designing bespoke portfolios for clients.

Skills

Client facing experience

Verbal communication skills

Written communication skills

Education

Solid academic background in finance, economics, or a 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