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Assistant Portfolio Manager
4 months ago
The role will sit alongside a Senior Partner, and will look after all support elements of managing client portfolios for the business, including:
client relationships, portfolio construction, investment research and business development.
Responsibilities
- Analysis of portfolio composition, relative to targets. Look through portfolios on a regular basis using various available systems to see if there are any discrepancies such as abnormally large sector, stock or country weightings.
- Preparing the implementation of asset allocation changes. Checking to see where the portfolios are relative to any new changes following the monthly asset allocation meeting. Informing PM of differences and proposing any changes to the PM.
- Manage the ongoing administration tasks required daily on client portfolios. This includes liaising with Back Office for transitions, corporate actions, cash movements, contract notes, trade settlement etc. Likely to work closely with the desk Client Services Manager on these tasks.
- Asset Class Rotation – Complete a six-monthly rotation of each asset class group (Fixed Interest, Equities and Funds) where the APMs contribute to the investment process and are required to provide support, undertake analysis and minute meetings for that asset class group as directed by the asset class leader.
- Compliance – Assist the PM in ensuring management of client portfolios is in compliance with all applicable regulations. Keep abreast of all regulatory developments. Assist the PM in ensuring that the portfolios are compliant with their benchmarks, guidelines and restrictions, raising any issues with the portfolio manager.
- Performance – Assist PM in monitoring the performance on client portfolios and raise queries where necessary.
- Understanding tax issues – Ability to deal with basic tax queries that might come through following the 5th April taxation booklet production and at any point throughout the year.
- Liquidity Management – Checking on a daily basis that portfolios are not going overdrawn, alert the portfolio manager if needs be and take any action necessary. Review the cash on deposit regularly.
- Client Reviews – Assisting the portfolio manager when reviewing portfolios and ensuring that any issues are addressed.
- Collaborate with other APMs in order to complete regular centralised tasks carried out by APMs as a group. This includes various daily, weekly, monthly and quarterly tasks.
- Contribute to the overall marketing and business development processes for your team.
- Educated to at least A level standard.
- Level 4 UK regulation exam required for SMCR certification.
- Working towards CISI Chartered Wealth Manager Qualification (or equivalent).
