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For Companies At a Glance
- Tasks: Manage client portfolios and contribute to investment decisions in a dynamic team.
- Company: A leading investment management firm focused on growth and client relationships.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible working options.
- Other info: Join a collaborative environment that values integrity and excellence.
- Why this job: Kickstart your career in portfolio management with real responsibilities and growth opportunities.
- Qualifications: 3+ years in wealth management, strong communication skills, and IMC certification.
The predicted salary is between 35000 - 45000 £ per year.
You’re an early-career Portfolio Manager with a solid foundation in investment management, supporting high net worth clients and working closely with Portfolio Managers. You’re looking for a role that will challenge you, develop your potential and ambition, and prepare you to take on low complex portfolio management responsibilities. You’re confident, analytical, and client-focused, enjoying solving complex problems, deepening client relationships, and contributing to a high-performing team that values integrity, collaboration, and excellence.
About the role
Reporting to the Head of the London Office, this is a growth-focused opportunity designed for a Senior Assistant Portfolio Manager or Associate Portfolio Manager ready to transition into a Junior Portfolio Manager role. You’ll work alongside an experienced Portfolio Manager, taking on more responsibility in managing client portfolios, contributing to investment decisions, and supporting client experiences. You’ll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners, and support the strategic growth and succession of our business. This role is ideal for someone who wants to take ownership and grow into a future Portfolio Manager.
Accountabilities
- You’ll work alongside an experienced senior portfolio manager managing lower complexity client portfolios, generating revenue, and leading the client experience.
- You’ll be trusted to deliver exceptional service, strengthen relationships with clients and Financial Planners based or allocated to the London office.
- Ensure all portfolios are updated and set up correctly.
Skills and Experience
- 3+ years’ experience in wealth management or investment management, ideally in an Assistant Portfolio Manager or Associate Portfolio Manager role.
- Strong understanding of portfolio management principles and client servicing.
- Completed the Investment Management Certificate (IMC).
- Progressing through CISI Level 6 Diploma or equivalent.
- Excellent communication and relationship-building skills.
- High attention to detail and a proactive approach to problem-solving.
- Comfortable working under pressure and managing competing priorities.
- Strong Excel skills (Pivot tables, VLOOKUPs, etc.).
- Able to learn and follow processes and work efficiently.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Junior Portfolio Manager - London employer: Atomos Investments Limited
Contact Detail:
Atomos Investments Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Portfolio Manager - London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join investment management groups on LinkedIn, and don’t be shy about reaching out to professionals for informational chats. Building relationships can open doors to opportunities that aren’t even advertised.
✨Ace the Interview
Prepare for your interviews by researching the company and understanding their portfolio management style. Practice common interview questions and think of examples from your experience that showcase your analytical skills and client-focused approach. Remember, confidence is key!
✨Showcase Your Skills
When you get the chance, demonstrate your Excel skills and problem-solving abilities during interviews or networking conversations. Bring along examples of how you've managed portfolios or improved client experiences in your previous roles. This will help you stand out as a candidate who can deliver exceptional service.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through our site not only shows your interest but also gives you a better chance of being noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Junior Portfolio Manager - London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in investment management and any relevant achievements that showcase your analytical and client-focused approach.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're excited about this role. Share specific examples of how you've supported high net worth clients and contributed to team success, showing us your passion for portfolio management.
Showcase Your Skills: Don’t forget to mention your strong Excel skills and any relevant qualifications like the IMC or CISI Level 6 Diploma. We want to see how you can bring your technical expertise to the table!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Atomos Investments Limited
✨Know Your Numbers
As a Junior Portfolio Manager, you'll need to demonstrate your understanding of investment management principles. Brush up on key metrics and portfolio performance indicators. Be ready to discuss how you've used data in past roles to support client decisions.
✨Showcase Your Client Focus
This role is all about building relationships. Prepare examples of how you've strengthened client connections in previous positions. Highlight your communication skills and any proactive approaches you've taken to enhance client experiences.
✨Demonstrate Problem-Solving Skills
Expect questions that assess your analytical abilities. Think of specific instances where you've tackled complex problems or improved processes. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
✨Be Ready to Discuss Your Growth Mindset
The company values ambition and development. Share your career aspirations and how this role fits into your long-term goals. Show enthusiasm for learning and taking on new responsibilities, as this will resonate well with the interviewers.