Portfolio Manager

AVEVA; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading investment management firm is seeking a skilled Portfolio Manager based in London to implement investment strategies and manage funds across various mandates. The ideal candidate will possess a strong background in fund management, regulatory competence, and experience in client engagement. This role offers generous benefits, including a pension scheme and flexible working arrangements, aimed at fostering a diverse and inclusive environment.

Benefits

Generous pension scheme

Annual performance bonus

Flexible working arrangements

Private medical benefits

Volunteering hours

Discount for Aviva products

Qualifications

• Regulatory threshold competent and approved.
• Able to read and understand a balance sheet and value a company.
• Excellent understanding of derivative products in fund strategy.

Responsibilities

• Implement investment decisions across a defined asset class.
• Manage a diverse range of funds from straightforward to complex mandates.
• Build relationships with retail and institutional clients.

Skills

Project / Program Management

Credit Analysis

Portfolio Management

Banking

Budgeting

Financial Analysis

Contracts

Pricing

Analysis Skills

Education

Degree

IMC or equivalent

CFA or equivalent 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 who has comprehensive knowledge of the markets in general along with an expert knowledge of the specific asset class with a track record in fund management.

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 desks 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. Youll 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 were 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 in equities but useful across disciplines).
• Excellent understanding (where relevant) of derivative products and their uses in fund strategy and risk management.

What youll 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 carers 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 youll be Certified under the Financial Conduct Authority / Prudential Regulation Authoritys Senior Managers and Certification Regime (SMCR). This means that well need to complete some regulatory background checks on you before you take up your role and well 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. Well provide training on what holding a SMCR role means when you join us and annually thereafter.

Aviva is for everyone :

Were inclusive and welcome everyone we want applications from all backgrounds and experiences. Excited but not sure you tick every box Even if you dont 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.

Key Skills

• Project / Program Management
• Project Portfolio Management
• Portfolio Management
• Credit Analysis
• Banking
• Pricing
• Analysis Skills
• Project Management
• Financial Analysis
• Budgeting
• Property Management
• Contracts

Employment Type

Full Time