Portfolio Manager

JR United Kingdom; Newcastle upon Tyne; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial firm in Newcastle upon Tyne is seeking a Portfolio Manager to oversee and support portfolio management activities. Ideal candidates should possess 3–7 years of experience, excellent communication skills, and a strong academic background in finance or economics. This role involves ensuring client satisfaction through effective portfolio construction and strategy alignment.

Qualifications

• 3–7 years of experience in a junior or assistant portfolio management role.
• Solid academic background, ideally in finance or economics.

Responsibilities

• Support day-to-day portfolio management tasks.
• Ensure portfolios align with client objectives and investment strategies.
• Monitor and execute trades as per requirements.

Skills

Client facing experience

Investment research

Communication skills

Education

Relevant degree in finance or economics

CFA progress

Job description

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Portfolio Manager, newcastle-upon-tyne, tyne and wear

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Client:

William Rose Associates

Location:

newcastle-upon-tyne, tyne and wear, 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