Portfolio Manager

Threadneedle group; London; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a junior portfolio manager to join their Asia-Pacific investment team. This exciting role involves managing country equity portfolios, screening stocks, and formulating investment proposals. Ideal candidates will have a strong interest in financial markets, proficiency in Excel, and a willingness to travel for research. The firm values diversity and offers a supportive workplace with opportunities for growth. If you're looking to develop your career in Asian equities within a dynamic environment, this position is perfect for you.

Qualifications

• Keen interest in financial markets and investing is essential.
• Prior financial services experience is preferred.

Responsibilities

• Screen stocks and analyze company reports for investment proposals.
• Assist in administrative tasks and update team on portfolio holdings.
• Travel to Asia for research and meetings.

Skills

Financial Markets Interest

Excel Proficiency

Accounting Understanding

Valuation Techniques

Inquisitive Nature

Self-Starter Initiative

Attention to Detail

Willingness to Travel

Education

CFA Level 3 (or pursuing)

Tools

Excel

Job description

Opportunity to join the Asia-Pacific investment team at Pyrford International, a global investment boutique (part of Columbia Threadneedle Investments). The position is for a junior portfolio manager to take on responsibility for managing several country equity portfolios in line with
Pyrford's fundamental "quality and value" process. These country portfolios are assembled by senior portfolio managers to build global equity portfolios.

How will you spend your time...

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

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

1. A keen interest in financial markets and investing
2. Be comfortable with Excel and financial modelling
3. An understanding of accounting and basic valuation techniques
4. An interest in developing a career in covering Asian equities
5. An understanding of what makes a successful investment
6. Prior financial services experience
7. An inquisitive nature with an attention to detail
8. Willingness to take the initiative and be a self-starter
9. Willingness to travel for the purposes of investment research

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

1. Investment banking/accounting/asset management/financial services experience
2. 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 their 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