Portfolio Manager

JR United Kingdom; Woking; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in the UK is seeking a Junior Portfolio Manager to support day-to-day portfolio management, focusing on asset allocation and client interaction. The ideal candidate will have 3-7 years of experience, preferably with a finance background, and will assist in tailoring bespoke investment strategies while collaborating closely with clients to meet their objectives.

Qualifications

• 3-7 years of experience in a junior or assistant portfolio management role.
• Solid academic background in finance, economics, or related field.
• Client-facing experience to build strong relationships.

Responsibilities

• Support day-to-day portfolio management and ensure alignment with client objectives.
• Assist with cash flows, liquidity management, and portfolio construction.
• Join client meetings and execute trades based on requirements.

Skills

Client facing experience

Excellent verbal communication

Excellent written communication

Education

Solid academic background in finance, economics, or a related field

Progression towards CFA designation

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