Portfolio Manager, Multi-Asset MPS & AI Tools

Lever, Inc.; London; Hybrid; NOK 1,070,000 - 1,511,000; Full time

Job summary

Albemarle Street Partners, now part of WisdomTree, is seeking a hands-on Portfolio Manager to run the day-to-day of the Managed Portfolio Service. You will own portfolio construction within Investment Committee guidelines, drive end-to-end rebalance cycles, and improve processes with data tooling and AI-assisted workflows.

Hybrid London-office attendance expected. You will oversee risk profiling, due diligence, platform implementations and performance reporting, maintaining audit trails and

Qualifications

• IMC or equivalent RNQF Level 4 qualification appropriate to managing investments.
• Numerate degree or demonstrably equivalent analytical capability.
• CISI PCIAM / Level 6 Diploma or CFA Charter are desirable.
• Minimum two years' relevant experience in multi-asset portfolio management, model portfolios, or investment implementation.

Responsibilities

• Maintain and develop the MPS model range, ensuring consistency with risk profile and targets.
• Conduct fund and ETF due diligence and ongoing monitoring of holdings.
• Prepare rebalance proposals with rationale, risk metrics and cost implications.
• Manage rebalance cycles and platform-specific model file generation.
• Produce performance analysis and respond to adviser/client questions.

Skills

Portfolio management

Data analysis

Financial modelling

AI tooling

Excel

Education

IMC or equivalent RNQF4

Numerate degree

CISI PCIAM / CFA charter

Tools

Morningstar Direct

FE Analytics

Bloomberg

FactSet

Job description

Albemarle Street Partners, now part of WisdomTree, is seeking a hands-on Portfolio Manager to run the day-to-day of the Managed Portfolio Service. You will own portfolio construction within Investment Committee guidelines, drive end-to-end rebalance cycles, and improve processes with data tooling and AI-assisted workflows.

Hybrid London-office attendance expected. You will oversee risk profiling, due diligence, platform implementations and performance reporting, maintaining audit trails and