Assistant Portfolio Manager

2 weeks ago


London, United Kingdom Prime Personnel UK Full time

This niche and prestigious Wealth Management team is looking for an addition to their Portfolio Management group. The team provides discretionary and non-discretionary services across a large and interesting mixed asset suite to High Net Worth clients based in the UK and abroad.

The role involves all support and administration duties to include:

  1. Pitch book preparation
  2. Market research and reporting
  3. Production of investment proposals
  4. Calculating trade positions and monitoring the settlement of transactions

You will become involved and expected to contribute to investment decisions, assisting with the physical management of the portfolio and travel to the Middle East to attend clients visits. The bank will support further study, to complete the CFA and eventual regulation registration, offering a definitive and progressive career opportunity.

#J-18808-Ljbffr

  • London, United Kingdom eFinancialCareers Full time

    **The Client** Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. **The Role** This is an exciting opportunity to progress towards a Portfolio Manager longer term. The Assistant Portfolio Manager role will provide investment and IFA client support, managing bespoke Model...


  • London, United Kingdom Portfolio Payroll Full time

    Portfolio Payroll are currently partnered with a medium-sized firm of chartered accountants based in Central London. They are looking to hire a Payroll Assistant Manager to support the Payroll Manager in the day to day supervision and guidance of the payroll team. As Payroll Assistant Manager, you will have 4 direct reports and will manage your own...


  • London, United Kingdom Portfolio Payroll Full time

    Portfolio Payroll are currently partnered with a medium-sized firm of chartered accountants based in Central London. They are looking to hire a Payroll Assistant Manager to support the Payroll Manager in the day to day supervision and guidance of the payroll team. As Payroll Assistant Manager, you will have 4 direct reports and will manage your own...


  • London, United Kingdom Ambition Full time

    Audit Assistant Manager (Portfolio) Ambition are working with an established Top 100 firm that that are looking to hire an Assistant Manager (managing a portfolio) due to continued growth. The firm have gone from strength to strength over recent years with numerous clients wins, particularly those from the Top 10. You will have exposure to a variety of...


  • London, United Kingdom Schroders Full time

    Business Area: Product & Solutions  Location: London  Reporting to: Co-Head of LDI Portfolio Management Job title: LDI Assistant Portfolio Manager About Schroders We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the...

  • Portfolio Manager

    1 month ago


    London, United Kingdom Schroders Full time

    Who we're looking for at Cazenove Capital  We're looking for a Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients.  We want someone who can work as a part of a team,...

  • Portfolio Manager

    1 week ago


    London, United Kingdom in Newbury Full time

    This advertiser has chosen not to accept applicants from your region. Madison Berkeley is excited to be working with a global wealth andasset manager who have over £60bn worth of assets across the worldwith approx. £7bn within the real estate market. They are looking fora Portfolio Manager to join the team. You will be working withoperating partners to...

  • Portfolio Manager

    1 month ago


    London, United Kingdom Lawes Insurance Recruitment Full time

    Insurance Industry Sectors: Commercial, Portfolio Management The role:   Lawes Consulting Group are currently working with one of the Top 10 Lloyds Syndicates who are recruiting for a Portfolio Manager for their office in the city of London.  Responsibilities:  Working closely with head of portfolio management and Senior portfolio managers to build...


  • London, United Kingdom Bruin Full time

    Ref: 37464Multi-Asset Assistant Portfolio Manager  London, UKThe role and the companyBruin has partnered with a leading currency asset manager who are seeking an Assistant Portfolio Manager with 2-5 years of experience to join their team in London. The ideal candidate will have experience in multi-strategy portfolio management across various asset classes,...


  • London, United Kingdom Flight Fund Full time

    As an Investment Portfolio Manager and Flight Fund, you will play a critical role in ensuring the success and growth of our portfolio brands and founders. You will offer consultancy services and support across a wide range of business-related functions, from our smaller investments to larger, established brands. You will coordinate the execution of our...


  • London, United Kingdom Advanced Resource Managers Ltd Full time

    Senior Portfolio Manager 1-2 days London office each week My client, a consultancy is looking for a Senior Portfolio Manager to join their fast-paced team on an initial 3-6 month contract. The ideal candidate will have Portfolio Level experience delivering large CRM based projects such as SAP , Oracle and Salesforce. You will be accountable for the...


  • London, United Kingdom in Newbury Full time

    Senior Portfolio Manager 1-2 days London office each week Apply online only) per day Outside IR35 My client, a consultancy is looking for a Senior Portfolio Manager to join their fast-paced team on an initial 3-6 month contract. The ideal candidate will have Portfolio Level experience delivering large CRM based projects such as SAP , Oracle and...


  • London, United Kingdom City & Capital Head Hunters Full time

    **Loan Portfolio Assistant**: - Job Reference: 1215601656-2 - Date Posted: 24 January 2024 - Recruiter: City & Capital Head Hunters - Location: London - Salary: £30,000 to £45,000 - Sector: Business development - Job Type: Permanent City & Capital are currently working with a highly ambitious and fast growing commercial property finance lender who have...

  • Portfolio Manager

    4 weeks ago


    London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    This successful firm of local Chartered Accountants currently require the assistance of a hardworking and professional Portfolio Manager to join their team and take over a wide range of client accounts. Some of your duties will include: - Managing a portfolio of existing client accounts and developing new business opportunities - Acting as main point of...


  • London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    This successful firm of local Chartered Accountants currently require the assistance of a hardworking and professional Portfolio Manager to join their team and take over a wide range of client accounts. Managing a portfolio of existing client accounts and developing new business opportunities - Acting as main point of contact for clients and planning their...


  • London, United Kingdom Advanced Resource Managers Ltd Full time

    Senior Portfolio Manager 1-2 days London office each week 3-6 months initially £#removed# per day Outside IR35 My client, a consultancy is looking for a Senior Portfolio Manager to join their fast-paced team on an initial 3-6 month contract. The ideal candidate will have Portfolio Level experience delivering large CRM based projects such as SAP , Oracle...


  • London, United Kingdom Advanced Resource Managers Ltd Full time

    Senior Portfolio Manager1-2 days London office each week3-6 months initially£500-600 per day Outside IR35My client, a consultancy is looking for a Senior Portfolio Manager to join their fast-paced team on an initial 3-6 month contract.The ideal candidate will have Portfolio Level experience delivering large CRM based projects such as SAP , Oracle and...


  • London, United Kingdom in Newbury Full time

    Senior Portfolio Manager 1-2 days London office each week 3-6 months initially (Apply online only) per day Outside IR35 My client, a consultancy is looking for a Senior Portfolio Manager to join their fast-paced team on an initial 3-6 month contract. The ideal candidate will have Portfolio Level experience delivering large CRM based projects such as SAP ,...


  • London, United Kingdom Association for Project Management Full time

    Senior Portfolio Manager 1-2 days London office each week 3-6 months initially (Apply online only) per day Outside IR35 My client, a consultancy is looking for a Senior Portfolio Manager to join their fast-paced team on an initial 3-6 month contract. The ideal candidate will have Portfolio Level experience delivering large CRM based projects such as SAP ,...


  • London, United Kingdom Portfolio Payroll Full time

    Are you detail-oriented, organized, and ready to be a crucial part of the team within an organisation in St Albans? Responsibilities: * Processing end to end client payroll in a busy team. * Manage your own portfolio of complex clients. * Statutory payments - Statutory Sick Pay, Statutory Maternity Pay, PAYE and National Insurance etc. *...