Portfolio Manager

Brooks Macdonald Group; Greater London; Hybride; GBP 70 000 - 110 000; Plein temps

Résumé du poste

Brooks Macdonald Group plc is a leading UK wealth manager delivering multi-asset investment services to intermediaries and private clients. The Portfolio Manager will construct, implement and oversee discretionary portfolios aligned with client objectives, risk profiles and regulatory requirements.

The role collaborates across the team to ensure consistent investment implementation, governance standards and an effective operating model within Portfolio Management.

Qualifications

• Strong understanding of portfolio construction, asset allocation and investment markets.
• Experience managing discretionary investment portfolios.
• Excellent analytical and decision-making skills.
• Strong communication and relationship-management abilities.
• Ability to balance investment judgement with risk and governance requirements.
• Progress towards or completion of CFA/CISI Level 6/7 or equivalent.

Responsabilités

• Manage discretionary portfolios in line with client objectives and risk parameters.
• Construct and maintain portfolios aligned to strategic and tactical asset allocation decisions.
• Select securities, funds and investment vehicles per approved processes.
• Monitor performance, risk exposures and portfolio alignment.
• Ensure portfolios stay aligned with client objectives and investment mandates.
• Maintain understanding of global markets and opportunities.
• Contribute to investment discussions and portfolio strategy development.
• Provide insights on asset allocation and market trends where appropriate.
• Identify and manage risks and adhere to FCA Conduct Rules.

Connaissances

Portfolio construction

Asset allocation

Discretionary portfolios

Risk management

Analytical thinking

Communication & relationship mgmt

Formation

CFA / CISI Level 6/7 progression

Description du poste

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance. Our guiding principles underpin our culture and are at the heart of everything we do:

• we do the right thing
• we are connected
• we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients. We're committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.

Collaboration and knowledge-sharing is important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.

Role Overview

The Portfolio Manager is responsible for constructing, implementing and managing discretionary investment portfolios in line with client objectives, risk profiles and regulatory requirements. The role combines investment expertise, portfolio construction, client stewardship and risk management to deliver strong client outcomes while supporting the firm's investment strategy and governance framework.

The individual will also work closely with the other members of the team to ensure consistency of investment implementation, governance standards, and operating model across the wider Portfolio Management function.

Role Responsibilities

• Manage discretionary portfolios in accordance with agreed mandates, investment objectives and risk parameters.
• Construct and maintain portfolios aligned to strategic and tactical asset allocation decisions.
• Undertake security, fund and investment vehicle selection in line with approved investment processes.
• Monitor performance, risk exposures and portfolio alignment on an ongoing basis.
• Ensure portfolios remain aligned with client objectives, investment mandates and regulatory expectations.
• Maintain a strong understanding of global markets, economic developments and investment opportunities.
• Contribute to investment discussions, research initiatives and portfolio strategy development.
• Provide insights on asset allocation, fund selection and market trends to colleagues and clients where appropriate.
• Proactively identify, escalation and manage risks
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Knowledge, Skills, & Experience

• Strong understanding of portfolio construction, asset allocation and investment markets.
• Experience managing discretionary investment portfolios.
• Excellent analytical and decision-making skills.
• Strong communication and relationship-management abilities.
• Ability to balance investment judgement with risk and governance requirements.
• Progress towards or completion of relevant professional qualifications (e.g. CFA, CISI Level 6/7 or equivalent).