At a Glance
- Tasks: Support portfolio management and client delivery while gaining hands-on investment experience.
- Company: Join Benchmark, a tech-enabled investment firm with a strong reputation.
- Benefits: Enjoy a vibrant campus with on-site amenities and a supportive work environment.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Kickstart your investment career and make a real impact in portfolio management.
- 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: Grow with Client Portfolios 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 cutting-edge technology to enhance their work experience. We are committed to supporting your professional development through hands-on experience in portfolio management and investment analysis, making this an ideal opportunity for those looking to advance their careers in a supportive and innovative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Portfolio Manager: Grow with Client Portfolios
✨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, join online forums, or even reach out to alumni from your university. Building relationships can open doors that job applications alone can't.
✨Ace the Informational Interview
Don’t just wait for job openings; ask for informational interviews with professionals in the field. This is your chance to learn about their experiences and get insider tips on what it takes to succeed as an Assistant Portfolio Manager.
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to demonstrate your analytical skills and knowledge of financial markets. Bring examples of your work or projects that highlight your capabilities—this will set you apart from the crowd!
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance at landing that Assistant Portfolio Manager role. It shows you're serious about joining our team and makes it easier for us to see your application!
We think you need these skills to ace Assistant Portfolio Manager: Grow with Client Portfolios
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match 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 aligns with our needs. 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, we want to see your analytical prowess!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take the initiative!
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. Familiarise yourself with key metrics and be prepared to explain them clearly.
✨Showcase Your Analytical Skills
This role requires strong analytical capabilities. Prepare examples from your past experiences where you've used data to make decisions or recommendations. Highlight any experience with tools like Excel, Power BI, or Tableau, as these will be beneficial in the interview.
✨Demonstrate Team Spirit
The job involves working closely with various teams, so it's essential to show that you're a team player. Think of instances where you've collaborated effectively with others, and be ready to share how you can contribute to a positive team environment at Benchmark.
✨Prepare for Client Interaction
Client servicing is a big part of this role. Be prepared to discuss how you would handle client meetings and follow-ups. Practice articulating your thoughts clearly and confidently, as communication skills are crucial in this position.
