Financial Portfolio Specialist

3 days ago


London, Greater London, United Kingdom JCW Full time

At JCW, we are seeking a highly skilled Financial Portfolio Specialist to join our Investment Advisory team in London. As part of this role, you will be responsible for delivering high-quality financial advice and investment counseling services to our clients.

The successful candidate will have excellent quantitative skills, with demonstrable experience in cash flow modeling and equity analysis. You will also possess strong knowledge of investments, asset allocation, portfolio construction, and a passion for financial planning.

Key Responsibilities Include:

  • Support the team in delivering investment counseling services
  • Assist in the preparation of asset allocation balance sheets
  • Provide support in delivering advice and responding to client inquiries
  • Research investment topics and assess product suitability
  • Prepare materials for client communications (memos, reports, newsletters)
  • Document and maintain records of investment counseling meetings
  • Assist with implementing portfolio recommendations

Our ideal candidate will have an undergraduate or master's degree in finance, economics, or a quantitative field from a leading university. We also require 2-4 years of relevant experience in investment consulting or wealth management.

We offer a competitive salary of £60,000 - £80,000 per annum, depending on experience, and opportunities for professional development and career progression.



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