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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.
- Benefits: Gain valuable experience in a dynamic environment with potential for growth.
- Why this job: Be part of a collaborative team focused on impactful investment strategies.
- Qualifications: 4-6 years of experience in finance, ideally in a bank or wealth management.
- Other info: Opportunity to lead client meetings and develop bespoke investment solutions.
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 client meetings.
✨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 to monitor performance and make investment decisions in your previous roles.
✨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 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of an Assistant Portfolio Manager. Familiarise yourself with multi-asset portfolios and the specific duties mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in portfolio management, asset allocation, and client interaction. Use specific examples from your previous roles to demonstrate your skills and achievements that align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your understanding of the firm's objectives. Mention how your background and skills make you a perfect fit for the role and the company culture.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in portfolio management.
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 understanding of the core responsibilities of the position.
✨Showcase Relevant Experience
Highlight your 4-6 years of experience in private banking, wealth management, or family offices. Prepare specific examples of how you've contributed to portfolio management and client interactions, as this will help you stand out as a candidate who can hit the ground running.
✨Prepare for Client Interaction Scenarios
Since the role involves participating in client meetings and pitches, think about how you would handle various client scenarios. Practice articulating your thoughts clearly and confidently, as effective communication is key in building trust with clients.
✨Understand the Firm's Investment Philosophy
Research the firm's investment strategies and philosophies. Being able to discuss how your approach aligns with theirs will show that you are genuinely interested in the role and can contribute positively to their team.
