Portfolio Manager

JR United Kingdom; High Wycombe; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services firm is seeking a Portfolio Management Assistant to support portfolio management activities. The role involves managing portfolios aligned with client objectives and participating in client meetings. A solid academic background in finance or economics and 3–7 years of relevant experience are preferred, along with excellent communication skills.

Qualifications

• 3–7 years of experience in a portfolio management role.
• Solid academic background in finance, economics, or related field.
• Client-facing experience and strong relationship-building skills.

Responsibilities

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

Skills

Portfolio management

Client relationship management

Investment research

Communication

Education

Degree in finance, economics, or related field

Progression towards CFA designation

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