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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 allocation techniques will help you stand out during interviews and discussions with potential employers.
✨Tip Number 3
Prepare to discuss your experience with performance monitoring and client reporting. Be ready to share specific examples of how you've contributed to portfolio management in previous roles, as this will demonstrate your capability to handle the responsibilities of the position.
✨Tip Number 4
Familiarise yourself with the specific investment objectives and restrictions that are common in family offices. Understanding these nuances will not only help you in interviews but also show your commitment to aligning with client goals in portfolio management.
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 motivation for applying to this role. Mention your experience in managing multi-asset portfolios and how it aligns with the company's objectives. Be sure to express your enthusiasm for working with sophisticated investors.
Highlight Relevant Skills: In your application, emphasise skills such as performance monitoring, investment selection, and client relationship management. These are crucial for the role of an Assistant Portfolio Manager and should be evident in your written materials.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is essential in the finance industry.
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 readiness 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 any experience you have in presenting investment strategies or recommendations.
✨Understand the Firm's Investment Philosophy
Research the company's investment approach and philosophy. Being able to articulate how your values align with theirs can set you apart from other candidates and show that you're genuinely interested in the role.
✨Prepare Questions for the Interviewers
Have a list of insightful questions ready to ask during the interview. This not only shows your interest in the position but also helps you gauge if the company is the right fit for you. Consider asking about their approach to portfolio construction or how they measure success.
