Portfolio Manager

CFA Institute; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Discretionary annual bonus

28 days' annual leave + bank holidays

Online rewards platform with discounts

Parental leave

Private medical insurance

Non-Contributory Pension 10%+

Job summary

SJP in London (Hybrid) is seeking a Portfolio Solutions Manager to originate, design and present bespoke investment solutions for high-net-worth individuals, charities and endowments. You will combine deep technical expertise with commercial acumen to deliver high-conviction portfolios and compelling client communications.

As a senior member of the Investment Directorate, you’ll contribute to a scalable bespoke proposition aligned with SJP's philosophy, engaging with advisers and clients across

Qualifications

• Experience in client-facing front-office investment roles.
• Track record in supporting or leading investment pitches and proposals.
• Experience with HNW, UHNW, charities or endowments.
• Deep understanding of markets, asset allocation, portfolio construction and risk management.
• Extensive experience constructing or analysing multi-asset portfolios.
• Able to balance technical detail with commercial context for client outcomes.
• Knowledge of capital market assumptions and optimisation in portfolio design.
• Acts as a technical reference point for advisers on complex portfolios.
• Confident engaging with clients, advisers and senior stakeholders.
• Familiar with Bloomberg or equivalent systems and Advanced Excel.

Responsibilities

• Design and develop custom investment proposals to support advisers in winning mandates and retaining key clients.
• Act as a trusted technical partner in client meetings and pitches.
• Translate complex investment concepts into clear client narratives.
• Construct and oversee multi-asset portfolios across tax wrappers.
• Design innovative, tailored portfolios for diverse client objectives (income, growth, preservation).
• Identify opportunities to differentiate SJP's proposition for charities and endowments.
• Contribute to innovative portfolio design, structuring and reporting.

Skills

Front-office experience

Investment pitches

HNW/UHNW experience

Market knowledge

Multi-asset portfolio construction

Technical + commercial balance

Capital market assumptions

Adviser/stakeholder engagement

Bloomberg/Excel capability

Education

CFA/CAIA (in progress)

Tools

Bloomberg

Job description

Are you ready tochart your own career path? With our refreshed strategy, we're building on our rich heritage and transforming our business to be more scalable and efficient, unlocking the capabilities needed for future success. This includes significantly investing in technology, streamlining the way we work and creating an environment where colleagues feel engaged, empowered and accountable; where they can show up, speak up and perform - because we believe in the difference our work makes.

At a glance:

LOCATION:

London - Lombard Street Office

Workplace Type:

Hybrid

Employment Type:

Permanent

Seniority:

Mid-Senior Level

About the role:

We have an exciting new role to join the Investment Directorate as a Portfolio Solutions Manager! As a senior member of the team, this front-office role is responsible for originating, designing, and presenting innovative and differentiated bespoke investment solutions for high-net-worth individuals, charities, and endowments.
. You'll combine your deep technical expertise with strong commercial acumen to deliver high-conviction, tailored portfolio solutions and compelling client communications.
, while contributing to the development of a scalable bespoke investment proposition aligned with SJP's investment philosophy.

What you'll be doing:

• Design and develop custom investment proposals to support advisers in winning new mandates as well as retaining key HNW clients.
• Act as a trusted technical partner in client meetings and pitches.
• Translate complex investment concepts into clear, compelling, and client-friendly narratives
• Construct and oversee multi-asset portfolios across various tax wrappers.
• Design innovative, tailored portfolios to diverse client objectives, including income generation, capital preservation, drawdown, and long-term growth
• Identify opportunities to enhance and differentiate SJP's proposition for charities, endowments, and other institutional-style portfolios
• Contribute to the development of innovative and differentiated approaches to portfolio design, structuring, and client reporting

About you:

We are looking for someone who combines deep technical expertise with strong commercial acumen. You should have experience of delivering high-conviction, tailored portfolio solutions and compelling client communications.

Essential Criteria:

• Previous experience in a client-facing or front-office investment role, including exposure to complex or bespoke client solutions
• Consistent track record supporting or leading investment pitches and proposals.
• Experience working with HNW, UHNW, charities, or endowment clients.
• Deep understanding of financial markets, asset allocation, portfolio construction, and risk management.
• Extensive experience constructing or analysing multi-asset portfolios
• Demonstrable experience of balancing technical expertise with commercial context to support client outcomes and business growth
• Strong working knowledge of capital market assumptions and optimisation techniques, with the ability to apply these in the design of tailored and differentiated portfolio solutions
• Acts as a key technical reference point for advisers and stakeholders on more complex portfolio construction matters
• High level of confidence and credibility engaging with clients, advisers, and senior stakeholders, with the ability to deliver compelling client narratives.
• Experience with Bloomberg or equivalent systems and Advanced Excel capability

Desirable Criteria:

• CFA / CAIA (completed or in progress).

Special Requirements:

• Regular travel within the UK to support client meetings and adviser engagement.

Please be aware that this is a certification role under the Senior Managers and Certification Regime.

Special Requirements:

Please be aware that this position is a Certification role under the Senior Managers and Certification Regime.

What's in it for you?

We reward youfor the work you do, whether that's through our discretionary annual bonus scheme that reflects bothpersonal and company performance, competitive annual leave allowance (28 daysplus bank holidays, with the option to purchase an additional 5 days), oronline rewards platform with a variety of discounts.

We also havebenefits to support whatever stage of life you are in, including:

• Competitive parental leave (26 weeks full pay)
• Private medical insurance (optional taxable benefit)
• Non-Contributory Pension - 10% (increasing with length of service up to 15%) with further pension matching.

Reasonable Adjustments

We're an equalopportunities employer and want to ensure our recruitment process is accessibleand inclusive for all, if you require reasonable adjustment(s) at any stageplease let us know by emailing us at [e-mail]

Research tells us that applicants(especially those from underrepresented groups) can be put off from applyingfor a role if they do not meet all the criteria or have been on an extendedcareer-break.

As a businessregulated by the FCA we would advise you to familiarise yourself with the conduct regulations and in particular consumer duty obligations prior to aninterview with SJP.