Portfolio Manager

JR United Kingdom; Leeds; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading financial advisory firm in Leeds is seeking a junior portfolio manager to support portfolio management tasks, asset allocation, and client relations. The ideal candidate will have 3–7 years of relevant experience, a strong academic background in finance or economics, and excellent communication skills.

Qualifications

• 3–7 years of experience in portfolio management role.
• Client facing experience with strong relationship building.
• Excellent verbal and written communication skills.

Responsibilities

• Support day-to-day portfolio management including asset allocation and investment selection.
• Monitor and execute trades in line with client requirements.
• Provide investment research and assist in designing bespoke portfolios.

Skills

Client facing experience

Verbal communication skills

Written communication skills

Education

Solid academic background in finance, economics, or related field

Progression towards CFA designation

Job description

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Client:

William Rose Associates

Location:

leeds, west yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Duties:

• 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