Portfolio Manager

Brooks Macdonald Group; Greater London; Hybrid; GBP 80,000 - 115,000; Full time

Job summary

Brooks Macdonald Group plc is a leading UK wealth management firm providing discretionary investment portfolios and financial planning to private clients. The Portfolio Manager role focuses on implementing client objectives within regulatory frameworks and governance standards.

The successful candidate will collaborate with team members to ensure consistent investment implementation, monitor risk, and support the firm’s investment strategy while delivering strong client outcomes.

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 relevant professional qualifications (e.g. CFA, CISI Level 6/7 or equivalent).

Responsibilities

• Manage discretionary portfolios in line with mandates, objectives and risk parameters.
• Construct and maintain portfolios aligned to strategic asset allocation decisions.
• Select securities, funds and investment vehicles per approved processes.
• Monitor performance and risk exposures on an ongoing basis.
• Ensure portfolios align with client objectives and regulatory expectations.
• Maintain understanding of global markets and investment opportunities.
• Contribute to investment discussions and portfolio strategy development.
• Provide insights on asset allocation and market trends to colleagues and clients.

Skills

Portfolio construction

Asset allocation

Investment markets

Analytical skills

Communication & relationships

Education

CFA / CISI Level 6/7

Job description

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 offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.

Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:

• we do the right thing

• we are connected

• we care

• 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.

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, escalat
• 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).

We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.

We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.