Associate Portfolio Management

7 months ago

Southampton, United Kingdom Evelyn Partners Full time

**Company Description**
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: _Personal, _offering advice based on a true understanding of what matters to our clients; _Partnership_, working with our clients in a joined-up, collaborative way; and _Performance_, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners
**Job Description** Job purpose**

To deliver the firm’s asset allocation views in a client tailored way to a large and varied group of clients. Working within the local Portfolio Management team to deliver an excellent level of service to the Investment Managers and the clients of the firm.

**Key Responsibilities**
- The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
- To input into the Portfolio Management team’s investment process and investment selection for target portfolios
- To place deals accurately and in a timely fashion
- To provide support to the Investment Managers with client reporting
- To work in partnership with the Investment Managers within the region to increase their confidence in the team and as a result increase the funds under management of the team
- Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)

**Investment Research -Sector Specialist (where appropriate)**
- Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm’s wider Investment Process needs
- Understand the sector, providing appropriate recommendations, based on a wide range of resources
- Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists
- Construct materials as determined within the sector teams to support analysis and communication to Investment Managers
- Leading the team and ensuring standards are met (where appropriate)

**Qualifications** Key Skills and Experience**
- A confident, professional and pragmatic approach to all duties
- To look after and support client needs
- To place deals accurately and in a timely fashion
- Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
- Excellent written, verbal and interpersonal skills
- IT Literate
- Ability to work within a team
- Positive/flexible attitude and a willingness to learn
- Initiative - use judgement and reasoning in order to propose solutions to problems
- A quick thinker who can adapt to changing work demands
- Attention to detail
- Some experience and knowledge of investments and the management of client portfolios would be helpful

**Professional Qualifications and Education**
- Completed or working towards the CISI Level 4 qualification and intending to work towards a level 7 qualification

**Additional Information** As a colleague here at Evelyn Partners, you will have access to benefits that include**:

- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

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