Portfolio Manager

Rathbones; Greater London; On-site; GBP 60,000 - 90,000; Full time

Job summary

A leading investment management firm in London is seeking a Portfolio Manager to assist Investment Directors with client portfolios, predominantly for charities. This role will focus on delivering excellent customer service, managing risk, and ensuring suitability through effective communication and analysis. Candidates should have strong research skills, an understanding of asset classes, and a Level 7 qualification such as CISI Chartered Wealth Manager or CFA. This is a full-time position with a commitment to responsible investment practices.

Qualifications

• Develop investment strategies based on client portfolios and objectives.
• Manage multiple client portfolios efficiently.
• Communicate effectively with colleagues and clients.

Responsibilities

• Assist Investment Directors in managing client portfolios.
• Ensure adherence to investment mandates and efficient execution.
• Manage risk and report concerns to Senior Management.

Skills

Investment strategy development

Client portfolio management

Research and analysis

Communication skills

Collaboration skills

IT literacy

Understanding of asset classes

Industry awareness

Education

CISI Chartered Wealth Manager (CWM) or CFA

Job description

Rathbones provides individual investment and wealth management services for private clients charities trustees and professional partners. We have been trusted for generations to manage and preserve our clients wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognised as the UKs most responsible wealth manager.

We see it as our responsibility to invest for everyone’s tomorrow. That means doing the right thing for our clients and for others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients make a wider contribution to society and create a lasting legacy. Thinking acting and investing responsibly.

Job Title : Portfolio Manager

Department : RIM

Location : London

Contract Type : Permanent

The Role

To assist the Investment Directors / Investment Managers in the team in the active management of client portfolios. Team portfolios are predominantly for Charities with some private clients.

Outcomes of the Role

• Generates good client outcomes by delivering : Excellent customer service managing client portfolios and ensuring Suitability. Suitability requires annual real-time engagement with the client and a clear understanding of the clients investment aims financial circumstances investment risk appetite their knowledge of investment products and services and awareness of any vulnerability.
• Effective and consistent management of team portfolios ensuring adherence to mandate and timely execution in implementing changes to portfolio or managing cashflows.
• Manages risk by reporting concerns relating to improper business practice (e.g. insider dealing market manipulation money laundering etc) to Senior Management.
• Contributes towards the continuing development of the team and wider Group by participating in projects committees and other activities as needed.
• Delivers a timely and efficient client experience including dealing with client queries requests and bespoke client reporting.
• Communicates effectively with colleagues and supporting teams to action or resolve client related matters.
• Contributes to a high level of technology competence within team by acting as a Super User and by supporting others.
• Makes informed investment suggestions using strong research and analysis skills and a strong understanding of asset classes
• Maintaining Competence as defined in the T&C scheme and adhering to the Conduct Rules.

Knowledge Skills and Experience

• Able to develop investment strategy based on a clients portfolio and objectives utilising internal research output.
• Demonstrable experience in managing multiple client portfolios in a timely manner implementing instructed position changes and managing cashflows.
• Strong research and analysis skills paired with an understanding of asset classes.
• Confident communicator skilled at developing client and internal relationships.
• Strong collaboration skills - proactively seeks to share information and ideas.
• Keeps up to date with developments in the industry including new products legislation and regulation.
• Demonstrates a solid understanding of the Investment process
• Strong IT literacy and ability to adapt to new systems
• Background in Investment Management and experience of managing portfolios to varied mandates.
• Level 7 qualification required : CISI Chartered Wealth Manager (CWM ) or CFA.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector to achieve this we are working hard to build a diverse equal and inclusive workplace that motivates develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones we provide meaningful work opportunities and a voice to all.

We are committed to building a team that is made up of diverse skills experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values those that are passionate about client service operate with the highest levels of integrity and have a strong results focus.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit retain and develop people with disabilities. Find out more about the Government Scheme online. If you require adjustments to apply for a role at Rathbones please contact us via to let us know what adjustments you may need.

Required Experience :

Manager

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

Experience : years

Vacancy : 1