Assistant Portfolio Manager

My client is a multi-award-winning, technology-driven discretionary fund manager that delivers evidence-based passive investment portfolios for financial advisers

As an Assistant Portfolio Manager you will:

• Join their trading team, assisting with the instruction and verification of fund trades through our order management system
• Support the ongoing management of their portfolios across a range of data systems and industry software
• Develop a deep understanding of their investment offering in order to support our clients (financial advisers)
• Respond to ad-hoc qualitative and quantitative queries from financial advisers regarding portfolio performance and broader macroeconomic trends
• Prepare portfolio comparison reports for clients, analysing performance, exposures, and risk across various investment solutions
• Support the fund investment research process, including producing research reports and participating in meetings with fund managers
• Produce written content on markets, investment performance, and other topics relevant to financial advisers, including contributions to monthly, quarterly, and annual investment commentaries
• Prepare and present analytical insights to their Investment Committee and other internal committees
• Assist in the development and management of internal tools and software, primarily Python-based
• Attend industry events on behalf of their, gathering relevant insights and building industry relationships
• Embrace technology and artificial intelligence tools to enhance efficiency across investment processes

The ideal candidate will:

• Demonstrate a strong interest in investment theory, financial markets, macroeconomics, and technology.
• Ideally hold a degree in a relevant field such as finance, economics, or investment management.
• Be confident and articulate, with strong written and verbal communication skills.
• Be highly numerate, with strong analytical capabilities.
• Be proficient in Excel, with experience analysing financial data.
• Possess coding skills, including intermediate to advanced knowledge of Python.
• Show an interest in developments in Artificial Intelligence, including familiarity with large language models such as ChatGPT, Gemini, and Claude
  .
• Demonstrate the ability to prioritise and manage multiple projects effectively.
• Be motivated to study for the CFA UK Investment Management Certificate (IMC) and the Chartered Financial Analyst (CFA) qualification (study support will be provided).
• Have strong writing skills, with the ability to produce market commentary and research notes.
• Demonstrate a proactive, problem-solving mindset with a willingness to take ownership and responsibility for tasks and projects.

Responsibilities will include:

• Supporting clients (financial advisers) by providing insights into portfolio exposures, performance, and asset allocations.
• Collecting, curating, and communicating information on their portfolios in response to client queries.
• Maintaining data integration with third parties, including building investment models within analytical tools and supplying required portfolio data.
• Preparing investment data packs and analytical materials for internal meetings.
• Supporting the management and maintenance of portfolio data across both their internal systems and third-party platforms.
• Acting as a liaison between their Investment Team and Development Team, as well as other internal departments.
• Supporting their client-facing activities, including webinars, workshops, and industry events.
• Contributing to monthly, quarterly, and annual investment commentaries.
• Assessing, analysing, and implementing automated workflows across the organisation to improve efficiency.