Portfolio Manager

JR United Kingdom; Stoke-on-Trent; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial firm is seeking a Portfolio Management Associate to support portfolio management activities. The role involves ensuring alignment with client objectives, assisting in liquidity management, and client relationship building. Ideal candidates will have 3–7 years of experience, a strong academic background in finance, and progress towards CFA designation.

Qualifications

• 3–7 years in junior or assistant portfolio management role.
• Progression towards CFA designation preferred.
• Strong academic background in finance or economics.

Responsibilities

• Support day-to-day portfolio management and construction.
• Ensure portfolios align with client objectives.
• Assist in managing cash flows and liquidity.

Skills

Communication

Relationship Building

Education

Degree in Finance, Economics, or related field

Job description

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• 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