At a Glance
- Tasks: Support portfolio management and client delivery while gaining hands-on investment experience.
- Company: Join Benchmark, a tech-savvy investment firm with a strong reputation.
- Benefits: Enjoy a vibrant campus, on-site amenities, and a supportive work environment.
- Other info: Dynamic team culture with opportunities for professional growth and development.
- Why this job: Kickstart your investment career with real-world exposure and impactful projects.
- Qualifications: Degree in finance or related field; passion for financial markets is key.
The predicted salary is between 30000 - 40000 € per year.
Join Benchmark as an Assistant Portfolio Manager and build hands‑on experience across portfolio management, investment analysis, and client delivery. You will support Portfolio Managers and Investment Directors in managing client portfolios, ensuring they remain aligned to agreed mandates, risk profiles, and regulatory requirements. This role suits someone early in their investment career who wants exposure to portfolio construction, investment decision‑making, and client interaction in a growing, technology‑enabled business.
What you'll do:
- Support the management of client portfolios in line with agreed mandates and risk profiles
- Assist with portfolio recommendations, rebalancing activity, and investment proposals
- Prepare trade files for execution by the Operations team
- Monitor portfolio performance, asset allocation, and ongoing suitability
- Contribute to fund and model portfolio analysis, including attribution and reporting for clients and the Investment Committee
- Work closely with Investment Analysts and stay aligned to the recommended buy list
- Support client servicing activity, including meeting preparation and follow‑ups
- Review transactions, track outstanding trades, and resolve discrepancies
- Attend investment meetings and fund manager updates, feeding insight back into the team
- Work with paraplanners and client support teams to deliver a consistent client experience
- Assist with written investment commentary and insight pieces
- Contribute to Investment Committee discussions and decision‑making
- Support governance activity, policy implementation, and wider business projects
The knowledge, experience and qualifications you need:
- Degree or equivalent, ideally in finance, economics, or a related field
- Progress towards a professional qualification such as IMC, CISI or CFA is beneficial
- Previous experience in investment, wealth management or financial planning is helpful but not required
- Strong numerical and analytical capability
- Good working knowledge of Excel and Microsoft Office
- Experience with investment tools such as Morningstar Direct or Refinitiv is helpful
- Exposure to Power BI or Tableau is an advantage
- Strong interest in financial markets and portfolio management
- High attention to detail and strong organisation skills
- Clear communication style, both written and verbal
- Ability to manage competing priorities and meet deadlines
- Team-focused mindset with the confidence to take ownership
The base: You’ll be based at the Benchmark Head Office, within our Broadlands Business Campus near Horsham in West Sussex but will need to be present across our other offices, including the main Schroders headquarters in London. It has high standards and international reputation, without being in the city: a big, countryside campus means life will feel a little different. We support our offices by using cutting edge software and hardware and our spacious campus facilities mean there’s a great working environment for the team. With an on‑site restaurant, coffee shop and gym, our campus has much to offer. And commuters can relax on our dedicated regular shuttle bus to and from Horsham’s main line train station.
Assistant Portfolio Manager employer: Benchmark Capital Limited
At Benchmark, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters growth and collaboration. Located in the picturesque Broadlands Business Campus near Horsham, our team enjoys state-of-the-art facilities, including an on-site restaurant, coffee shop, and gym, all while benefiting from a supportive environment that encourages professional development in the investment sector. Join us to gain hands-on experience in portfolio management and client interaction within a technology-enabled business that values innovation and teamwork.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to people in the investment field, especially those who work at Benchmark or similar companies. A friendly chat can open doors and give you insights that might just land you an interview.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of portfolio management and current market trends. We recommend having a few thoughtful questions ready to show your genuine interest in the role and the company.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance of getting noticed. We love seeing candidates who take the initiative to engage directly with us. Plus, it’s a great way to showcase your tech-savvy side!
We think you need these skills to ace Assistant Portfolio Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Assistant Portfolio Manager role. Highlight any relevant coursework, projects, or internships that showcase your understanding of portfolio management and investment analysis.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention your interest in financial markets and any relevant qualifications you’re pursuing.
Showcase Your Analytical Skills:Since this role requires strong numerical and analytical capabilities, be sure to include examples of how you've used these skills in past experiences. Whether it's through academic projects or previous jobs, demonstrate your ability to analyse data effectively.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to receive your application and ensures you’re considered for the role as quickly as possible!
How to prepare for a job interview at Benchmark Capital Limited
✨Know Your Numbers
As an Assistant Portfolio Manager, you'll be dealing with a lot of numerical data. Brush up on your financial concepts and be ready to discuss how you would analyse portfolio performance or asset allocation. Familiarity with tools like Excel will definitely give you an edge!
✨Show Your Interest in Financial Markets
Make sure to express your passion for financial markets during the interview. Share any recent trends or news that have caught your attention and explain why they matter. This shows that you're not just looking for a job, but that you're genuinely interested in the field.
✨Prepare for Client Interaction Scenarios
Since client servicing is a big part of the role, think about how you would handle different client scenarios. Prepare examples of how you've communicated complex information clearly in the past, as this will demonstrate your ability to engage effectively with clients.
✨Be Ready to Discuss Teamwork
This role requires a team-focused mindset, so be prepared to talk about your experiences working in teams. Highlight instances where you took ownership of a task or contributed to group success, as this will show that you can collaborate well with others in a fast-paced environment.
