Portfolio Manager

JR United Kingdom; Hounslow; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the UK is seeking a junior portfolio manager for portfolio management support. The role involves asset allocation, client interactions, and requires several years of experience in the finance sector. Ideal candidates will have a solid academic background and progress towards CFA designation.

Qualifications

• 3–7 years in portfolio management role.
• Progression towards CFA designation preferred.
• Strong academic background in finance or economics.

Responsibilities

• Support portfolio management processes including construction and asset allocation.
• Ensure alignment of portfolios with client objectives.
• Monitor trades based on client needs.

Skills

Client facing experience

Investment research

Communication

Education

Degree in finance or economics

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