Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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:
Career Wallet 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 strategies of the firm you're applying to. Tailoring your conversations and demonstrating an understanding of their approach will show your genuine interest and fit for the Associate Portfolio Manager role.
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 Assistant Portfolio Manager role 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 your attention to detail, which is essential in the finance industry.
How to prepare for a job interview at Career Wallet
✨Know Your Numbers
As an Associate Portfolio Manager, you'll need to demonstrate a strong understanding of asset allocation and investment performance metrics. Brush up on key financial ratios and portfolio management principles to impress your interviewers.
✨Showcase Relevant Experience
With 4-6 years of experience required, be prepared to discuss specific examples from your previous roles in private banks or wealth management. Highlight your contributions to portfolio management and how you’ve helped clients achieve their investment objectives.
✨Prepare for Client Interactions
Since the role involves participating in client meetings, practice articulating complex investment strategies in a clear and concise manner. Be ready to discuss how you would handle client queries and present investment recommendations.
✨Understand the Firm's Philosophy
Research the private investment office's approach to portfolio management and their target client base. Tailor your responses to align with their investment philosophy and demonstrate how you can contribute to their goals.
