Portfolio Manager

Social network you want to login/join with: Support day-to-day portfolio management, including portfolio construction, asset allocation, investment selection, and reporting. Ensure portfolios remain aligned with client objectives and internal investment strategies. Assist with managing cash flows and liquidity across portfolios. Maintain portfolio management systems and ensure data accuracy. Join client meetings and participate in pitches and portfolio discussions. Monitor and execute trades in line with client requirements. Provide with investment research and due diligence on multi asset strategies. Assist in designing bespoke portfolios for prospects based on model allocations. Take part in team initiatives and represent the team in wider business projects. Requirements: 3–7 years of experience in a junior or assistant portfolio management role Solid academic background, ideally in finance, economics, or a related field Progression towards CFA designation or other relevant investment qualifications preferred Client facing experience, with the ability to build strong relationships Excellent verbal and written communication skills #J-18808-Ljbffr