Portfolio Manager

William Rose Associates; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading company in the finance sector is seeking a Portfolio Manager to support day-to-day management, ensure alignment with client objectives, and participate in client meetings. The ideal candidate will have 3–7 years of experience and a strong academic background in finance or economics, with the ability to build relationships and communicate effectively.

Qualifications

• 3–7 years of experience in portfolio management.
• Progress toward CFA designation preferred.
• Strong academic background in relevant field.

Responsibilities

• Support portfolio management, construction, asset allocation, and reporting.
• Ensure portfolios align with client objectives.
• Assist in managing cash flows and trades.

Skills

Communication

Relationship Building

Investment Research

Portfolio Management

Education

Degree in Finance, Economics, or related field

Job description

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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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst

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