Portfolio Manager

JR United Kingdom; Wolverhampton; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading company in the financial sector is seeking a Junior Portfolio Manager to support portfolio management tasks. The role involves investment research, client interactions, and maintaining data accuracy in portfolio management systems. Candidates should have a solid academic background in finance or economics, along with 3–7 years of relevant experience. This position provides a challenging opportunity for professionals looking to grow in the financial industry.

Qualifications

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

Responsibilities

• Support day-to-day portfolio management activities including asset allocation and investment selection.
• Monitor and execute trades based on client requirements.

Skills

Client facing experience

Verbal communication skills

Written communication skills

Education

Degree in finance, economics, or 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