Portfolio Manager

JR United Kingdom; Sheffield; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading company in Sheffield seeks a Portfolio Manager to support portfolio management and enhance client relations. The ideal candidate will have 3-7 years of relevant experience, a solid academic background in finance, and strong communication skills. This role offers the opportunity to work closely with clients and contribute to investment strategies, with exposure to team initiatives and business projects.

Qualifications

• 3–7 years of experience in portfolio management.
• Solid academic background in finance or economics.
• Ability to build strong client relationships.

Responsibilities

• Support day-to-day portfolio management and reporting.
• Monitor and execute trades as per client requirements.
• Participate in client meetings and discuss portfolios.

Skills

Client facing experience

Verbal communication

Written communication

Education

Degree in finance, economics, or a related field

Progression towards CFA designation

Job description

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Portfolio Manager, sheffield, south yorkshire

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Client:

William Rose Associates

Location:

sheffield, south 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