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- 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 work options.
- Other info: Agile working environment with opportunities for professional development.
- Why this job: Take ownership of client portfolios and grow into a future Portfolio Manager role.
- Qualifications: 3+ years in wealth management, strong communication skills, and IMC certification.
The predicted salary is between 40000 - 50000 £ 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. You enjoy 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
Contact Detail:
Atomos 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 that job applications alone can't.
✨Showcase Your Skills
When you get the chance to meet potential employers, make sure to highlight your analytical skills and client-focused approach. Share specific examples of how you've solved complex problems or improved client experiences in your previous roles. This will help you stand out as a candidate who can deliver exceptional service.
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their values, and be ready to discuss how you can contribute to their growth. Practice common interview questions and prepare some thoughtful questions of your own to show your interest and engagement.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team and are proactive about your 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 experiences that align with the Junior Portfolio Manager role. Highlight your investment management background and any relevant achievements to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for portfolio management and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, include examples of how you've solved complex problems in previous roles. We love seeing how you think and approach challenges!
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’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Atomos
✨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 successfully managed client expectations or resolved issues in the past. Highlight your communication skills and how you’ve contributed to a positive client experience.
✨Demonstrate Problem-Solving Skills
Expect questions that assess your analytical abilities. Think of specific instances where you tackled complex problems in your previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Be Ready to Discuss Your Growth Mindset
The company values ambition and development. Be prepared to talk about your career goals and how this role fits into your long-term plans. Show enthusiasm for taking ownership and growing into a future Portfolio Manager.