Portfolio Manager

JR United Kingdom; Exeter; On-site; GBP 40,000 - 65,000; Full time

Job summary

A leading investment firm is seeking an Assistant Portfolio Manager in Exeter, responsible for managing client portfolios and ensuring alignment with investment strategies. The ideal candidate will have 3-7 years of portfolio management experience, a solid academic background in finance or economics, and strong client-facing skills. Join a dynamic team and contribute to bespoke portfolio solutions, while progressing toward investment qualifications like the CFA designation.

Qualifications

• 3-7 years of experience in portfolio management.
• Progression towards CFA or related qualifications preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Support portfolio management including asset allocation and reporting.
• Assist in cash flow management and ensure data accuracy.
• Join client meetings and assist in portfolio discussions.

Skills

Portfolio Management

Client Relationship Building

Investment Research

Communication

Education

Degree in Finance, Economics, or related field

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