Assistant Portfolio Manager
3 weeks ago
**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 Portfolios (portfolio construction and asset allocation).The role will involve trading on Platforms and generating investment ideas by conductinginvestment analysis and investment research.The Assistant Portfolio Manager will have regular contact with the IFA client base, dealing with their enquiries and attend and taking minutes at Fund manager meetings and Investment Committee.
The role requires a technical individual who is passionate about investments so that they can critique investment portfolios and supply fund research.
The Assistant Portfolio Manager will provide investment analytics for the team, including performance andrisk analysis and monitor portfolio content and performance for Investment Managers.
The Assistant Portfolio Manager will give support and assist IFA’s by producing investment management reports and presentations whilst attending IFA meetings with Portfolio Managers.
The Assistant Portfolio Manager will send IFA’s regular Investment performance updates and deal with IFA queries relating to literature and platform queries.
The Assistant Portfolio Manager will assist with portfolio sustainability analysis using internal tools.
The Assistant Portfolio Manager will work with team to improve the ESG/sustainability performance of portfolios and help construct sustainable portfolios for clients.
+ 2 years previous experience in Front Office Investment Management environment, ideally within Wealth Management.
Must hold Level 4 CISI Investment Advice Diploma and looking to progress through to level 6/7 OR have IMC + CFA 1 and looking to complete CFA.
A strong interest in financial markets and Investments - outside reading.
A numerate and relevant degree (Economics, Finance etc )
Takes initiative with own work.
Strong Excel experience would be highly beneficial.
-
Payroll Assistant Manager/Payroll Manager
4 weeks ago
London, United Kingdom Portfolio Payroll Full timePortfolio 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...
-
Assistant Portfolio Manager
2 days ago
London, United Kingdom Schroders Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Business Area: Cazenove Charities Location: London Reporting to: Tom Montagu-Pollock Job title: Assistant Portfolio Manager Who we're looking for We're looking for an Assistant Portfolio Manager to join Cazenove Charities, which is part of the...
-
Payroll Assistant Manager
2 weeks ago
London, United Kingdom Portfolio Payroll Full timePortfolio 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 portfolio...
-
Head of Portfolio Management
4 days ago
London, United Kingdom Brookfield Asset Manager (UK) Holdco Limited Full timeHead of Portfolio Management - Logistics - Europe page is loaded Head of Portfolio Management - Logistics - Europe Apply locations London, England time type Full time posted on Posted 10 Days Ago job requisition id R2035729 Location London - One Canada Square, Level 26 Our Company AtBrookfield Properties, the foundation of our success is firmly...
-
Head of Portfolio Management
3 days ago
London, United Kingdom Brookfield Asset Manager (UK) Holdco Limited Full timeHead of Portfolio Management - Logistics - Europe page is loaded Head of Portfolio Management - Logistics - Europe Apply locations London, England time type Full time posted on Posted 10 Days Ago job requisition id R2035729 Location London - One Canada Square, Level 26 Our Company AtBrookfield Properties, the foundation of our success is firmly...
-
Head of Portfolio Management
4 days ago
London, United Kingdom Brookfield Asset Manager (UK) Holdco Limited Full timeHead of Portfolio Management - Logistics - Europe page is loaded Head of Portfolio Management - Logistics - Europe Apply locations London, England time type Full time posted on Posted 10 Days Ago job requisition id R2035729 Location London - One Canada Square, Level 26 Our Company AtBrookfield Properties, the foundation of our success is firmly...
-
Payroll Assistant Manager
4 weeks ago
London, United Kingdom Portfolio Payroll Full timePortfolio 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...
-
Assistant Portfolio Manager
2 weeks ago
London, United Kingdom Prime Personnel Full timeThis 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 pitch book...
-
Assistant Portfolio Manager
4 weeks ago
London, United Kingdom Prime Personnel UK Full timeThis 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: Pitch...
-
Payroll Assistant Manager
1 week ago
London, United Kingdom Portfolio Payroll Limited Full timePortfolio 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 portfolio...
-
Payroll Assistant Manager
2 weeks ago
London, United Kingdom Portfolio Payroll Limited Full timePortfolio 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...
-
Payroll Manager/Assistant Manager
1 week ago
London, United Kingdom Portfolio Payroll Limited Full timePortfolio 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...
-
Payroll Manager/Assistant Manager
7 days ago
London, United Kingdom Portfolio Payroll Limited Full timePortfolio 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...
-
Payroll Assistant Manager
2 weeks ago
London, United Kingdom Portfolio Payroll Limited Full timePortfolio 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 portfolio...
-
Portfolio Assistant
19 hours ago
LONDON, United Kingdom BOOTS Full timePortfolio Assistant Closing date: 5th June 2024 Recruitment Partner: Emily Smith-Kenny As the Portfolio Assistant, you will be responsible for the provision of high quality portfolio data, governance of key meetings, and will be the central point for portfolio administration activities across the entire team who develop and deliver new Boots &...
-
Assistant Portfolio Manager
1 month ago
London, United Kingdom Schroders Full timeBusiness 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...
-
Payroll Assistant Manager
2 weeks ago
London, United Kingdom Portfolio Payroll Limited Full timePortfolio 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...
-
Portfolio Assistant
21 hours ago
London, Greater London, United Kingdom BOOTS Full timePortfolio AssistantClosing date: 5th June 2024Recruitment Partner: Emily Smith-KennyAs the Portfolio Assistant, you will be responsible for the provision of high quality portfolio data, governance of key meetings, and will be the central point for portfolio administration activities across the entire team who develop and deliver new Boots & Exclusive branded...
-
Portfolio Manager
2 months ago
London, United Kingdom Schroders Full timeWho 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,...
-
Payroll Assistant Manager
1 week ago
London, United Kingdom Portfolio Payroll Limited Full timePortfolio 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...