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- Tasks: Support the Portfolio Management team in managing client portfolios and preparing reports.
- Company: Join a prestigious private investment office serving sophisticated investors and families.
- Benefits: Gain valuable experience in portfolio management with potential for career growth.
- Why this job: Be part of a dynamic team, influencing investment strategies and client success.
- Qualifications: 4-6 years of experience in finance, ideally in banking or wealth management.
- Other info: Opportunity to lead client meetings and create bespoke investment portfolios.
The predicted salary is between 43200 - 72000 £ per year.
My client is a private investment office for sophisticated investors including families, individuals and endowments with significant capital who are seeking an Assistant Portfolio Manager to play a key role in constructing and managing multi-asset portfolios within the Portfolio Management team.
Looking to hire someone with between 4-6 years of relevant experience at either a private bank, wealth manager, family office or consultant, the individual will:
- Assist the Portfolio Management team with ongoing management of the client portfolios, including asset allocation, investment selection, performance monitoring, preparing investment recommendation documents and client reports and other associated portfolio management administrative duties.
- Monitor client portfolios to ensure they are consistent with the agreed client investment objectives and restrictions, and consistent with the target asset allocation and investment strategy from the Client Portfolio Committee.
- Participate in client meetings and occasionally new business pitches with the near-term ambition to take on leading the portfolio management element of client meetings.
- Assist the Portfolio Management team with the creation of bespoke portfolios for prospects in line with the model asset allocations and asset class positioning from the Asset Allocation Committee.
Please do apply if the opportunity is of interest.
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Portfolio Manager
✨Tip Number 1
Network with professionals in the private banking and wealth management sectors. Attend industry events or webinars where you can meet people who work in family offices or investment firms, as they might provide insights or even referrals for the Associate Portfolio Manager role.
✨Tip Number 2
Stay updated on market trends and investment strategies relevant to multi-asset portfolios. Being knowledgeable about current economic conditions and asset classes will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss your experience with portfolio management tools and software. Familiarity with these technologies is crucial, so be ready to explain how you've used them in previous roles to manage client portfolios effectively.
✨Tip Number 4
Practice your presentation skills, as you'll need to participate in client meetings and pitches. Being able to clearly articulate investment strategies and portfolio performance will set you apart from other candidates.
We think you need these skills to ace Associate Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management, asset allocation, and client interaction. Use specific examples from your previous roles to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your interest in the Associate Portfolio Manager position. Mention your 4-6 years of experience and how it aligns with the responsibilities outlined in the job description.
Showcase Your Analytical Skills: In your application, emphasise your analytical abilities and experience with performance monitoring and investment selection. Provide examples of how you've successfully managed portfolios or contributed to investment strategies.
Prepare for Client Interaction: Since the role involves client meetings, mention any experience you have in client-facing roles. Highlight your communication skills and ability to present complex information clearly and effectively.
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Portfolio Management Basics
Brush up on your knowledge of asset allocation, investment selection, and performance monitoring. Be prepared to discuss how you have applied these concepts in your previous roles, as this will demonstrate your expertise and suitability for the position.
✨Showcase Your Client Interaction Skills
Since the role involves participating in client meetings and pitches, be ready to share examples of how you've successfully managed client relationships in the past. Highlight your communication skills and ability to tailor investment strategies to meet client needs.
✨Demonstrate Analytical Thinking
Prepare to discuss how you approach portfolio analysis and decision-making. Use specific examples from your experience to illustrate your analytical skills, especially in relation to monitoring portfolios and ensuring alignment with investment objectives.
✨Familiarise Yourself with the Company
Research the private investment office and understand its values, investment philosophy, and client base. This knowledge will help you tailor your responses during the interview and show that you're genuinely interested in the role and the company.
