Portfolio Manager

JR United Kingdom; Hemel Hempstead; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company in the UK is seeking a Portfolio Management Assistant to support day-to-day portfolio management activities. The successful candidate will assist with portfolio construction, client interactions, and cash flow management, requiring 3–7 years of experience and a relevant academic background. This role is ideal for someone looking to further their career in investment strategies and portfolio management.

Qualifications

• 3–7 years of experience in a junior or assistant portfolio management role.
• Progression towards CFA designation or other relevant investment qualifications preferred.

Responsibilities

• Support day-to-day portfolio management including construction and asset allocation.
• Join client meetings and participate in pitches.
• Monitor and execute trades according to client requirements.

Skills

Client relationship management

Verbal communication

Written communication

Education

Degree in finance, economics, or related field

Job description

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• Support day-to-day portfolio management, including portfolio construction, asset allocation, investment selection, and reporting.
• Ensure portfolios remain aligned with client objectives and internal investment strategies.
• Assist with managing cash flows and liquidity across portfolios.
• Maintain portfolio management systems and ensure data accuracy.
• Join client meetings and participate in pitches and portfolio discussions.
• Monitor and execute trades in line with client requirements.
• Provide with investment research and due diligence on multi asset strategies.
• Assist in designing bespoke portfolios for prospects based on model allocations.
• Take part in team initiatives and represent the team in wider business projects.

Requirements:

• 3–7 years of experience in a junior or assistant portfolio management role
• Solid academic background, ideally in finance, economics, or a related field
• Progression towards CFA designation or other relevant investment qualifications preferred
• Client facing experience, with the ability to build strong relationships
• Excellent verbal and written communication skills