Portfolio Manager - Fiduciary Management

Charles Stanley & Co; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A financial services firm in Greater London is seeking a Portfolio Manager – Fiduciary Management. This role involves delivering high-standard investment services to fiduciary clients and pension trustees. The ideal candidate will have over five years of experience in investment consulting or portfolio management, strong modelling skills, and a passion for financial markets. Responsibilities include strategic investment advice, liability modelling, and client engagement. Apply now to be a part of an innovative team.

Qualifications

• 5+ years’ experience as an investment consultant or portfolio manager in DB pension schemes.
• Strong modelling skills in a defined benefit pension scheme context.
• Experience in portfolio construction and/or multi-asset investment management.

Responsibilities

• Design and model de-risking flight-plans for DB pension schemes.
• Conduct asset-liability modelling and portfolio construction.
• Collaborate with external actuaries to maintain liability models.
• Deliver reports and respond to client requests.
• Contribute to portfolio construction, trading, and risk monitoring.

Skills

Proactive mindset

Strong collaboration skills

Exceptional communication skills

Flexible

Detail-oriented

Education

University degree or equivalent qualification

CFA Level 2/FIA equivalent

Job description

About the Role

We are seeking a Portfolio Manager – Fiduciary Management to join our London team. This is an exciting opportunity to play a key role in delivering investment services of the highest standard to fiduciary clients, consultants, and professional pension trustees. You’ll help shape strategies, strengthen relationships, and contribute to the growth of our business in line with our values of integrity, collaboration, and innovation.

We welcome applicants from all backgrounds and experiences. If you’re passionate about financial markets, thrive in a collaborative environment, and want to make a meaningful impact, we’d love to hear from you.

What You’ll Do

• Strategic Investment Advice Design and model de-risking flight-plans for DB pension schemes Conduct asset-liability modelling and portfolio construction Provide regulated advice where required
• Liability Modelling Collaborate with external actuaries to build and maintain liability models Adjust models for valuation updates and changing circumstances Recommend changes to liability hedging strategies
• Flight-Plan Management Ensure strategies remain within agreed mandates Monitor risk levels and exposures regularly Maintain tracking information using the PFaroe platform
• Client Engagement Deliver reports and respond to client requests Present updates and strategic advice at trustee meetings (in person or online) Represent Fiduciary Management in media and client engagements (webinars, interviews, podcasts, articles)
• Team & Business Support Contribute to portfolio construction, trading, rebalancing, and risk monitoring Support consultant relationships through analysis and proposals Help develop new tools, visual aids, and marketing materials Mentor and delegate tasks to support staff Actively participate in shaping the Fiduciary service and overall business strategy

What We’re Looking For

• University degree or equivalent qualification
• CFA Level 2 / FIA equivalent (required)
• Strong modelling skills in a defined benefit pension scheme context
• Experience in portfolio construction and / or multi-asset investment management
• 5+ years’ experience as an investment consultant or portfolio manager in DB pension schemes

Skills & Attributes

• Passion for financial markets and investing
• Flexible, proactive, and detail-oriented mindset
• Open-minded and intellectually honest approach to investment processes
• Strong team player with excellent collaboration skillsEntrepreneurial spirit with ambition to grow our proposition
• Exceptional written and verbal communication skills
• Ability to build and maintain strong relationships