Portfolio Manager

CFA Institute; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

A global investment boutique is seeking a motivated equity analyst to manage country-specific equity portfolios. This role involves screening stocks, analyzing reports, and formulating investment proposals while also providing opportunities for travel to Asia for research. Ideal candidates will have prior experience in financial markets, excel in financial modeling, and have an interest in Asian equities. The position offers a full-time, permanent role within the investment management family.

Qualifications

• Prior experience in financial markets with investment banking or accounting.
• Understanding of accounting principles and valuation techniques.
• Willingness to travel for investment research.

Responsibilities

• Screen and analyze stocks for the investment portfolio.
• Prepare investment proposals and present to the team.
• Travel to Asia for research and meetings.

Skills

Analysing company annual reports

Financial modelling

Attention to detail

Interest in Asian equities

Inquisitive nature

Education

CFA or Level 3 candidacy

Tools

Excel

Job description

Opportunity to join the Asia-Pacific investment team at Pyrford International, a global investment boutique (part of Columbia Threadneedle Investments).

We are seeking a motivated equity analyst to progress quickly into a junior portfolio manager role, with responsibility for managing several country-specific equity portfolios in line with Pyrford's disciplined, long-term investment process.

How will you spend your time...

• Screening stocks for potential further research
• Analysing company annual reports
• Preparing for and attending company and sell-side analyst meetings
• Formulating and presenting investment proposals for inclusion in portfolios
• Updating the team on current holdings in the investment portfolios
• Assisting in administrative tasks for the desk and the wider firm
• Travelling to Asia on company meeting/research trips
• Taking responsibility for the ESG (environmental, social and governance) considerations of investment decisions

This role would ideally suit an existing equity analyst or junior portfolio manager keen to take on more responsibility. The role would also suit an individual involved in the analysis of industry or company trends relevant to Asia equity markets.

To be successful in this role you will have...

• Prior experience working in financial markets and direct equity investing, ideally within asset management, investment banking or accounting
• Be comfortable with excel and financial modelling
• An understanding of accounting and basic valuation techniques
• A genuine interest in Asian equities and long-term investing
• An understanding of what makes a successful investment
• An inquisitive nature with an attention to detail
• Willingness to take the initiative and be a self-starter
• Willingness to travel for the purposes of investment research

If you also had, it would be great...

• CFA or currently working towards Level 3

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering the next move so please discuss any flexible working requirements directly with your recruiter.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Investment Management