At a Glance
- Tasks: Support portfolio management and investment analysis while collaborating with experienced professionals.
- Company: Join Benchmark, a tech-savvy investment firm with a strong reputation.
- Benefits: Enjoy a competitive salary, on-site amenities, and a supportive work environment.
- Other info: Work in a vibrant campus with great facilities and career growth opportunities.
- Why this job: Gain hands-on experience in finance and make a real impact on client portfolios.
- 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
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 in England employer: Benchmark Capital Limited
Benchmark is an exceptional employer that offers a dynamic work environment at our Broadlands Business Campus near Horsham, where employees can thrive in a technology-enabled setting. With a strong focus on professional development, we provide ample opportunities for growth in the investment field, supported by cutting-edge resources and a collaborative culture. Our spacious campus features excellent amenities, including an on-site restaurant, coffee shop, and gym, ensuring a balanced work-life experience for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Portfolio Manager in England
✨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 practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss how you've used data or analysis in past experiences. This will demonstrate your capability to support Portfolio Managers effectively.
✨Tip Number 4
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 at Benchmark.
We think you need these skills to ace Assistant Portfolio Manager in England
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 analytical capabilities and interest in financial markets.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about portfolio management and how your background makes you a great fit for our team. Don’t forget to mention your enthusiasm for working in a tech-enabled environment like ours.
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 in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details about the role and our company culture there!
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 portfolio management strategies. Familiarise yourself with key metrics and how they relate to investment performance.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical capabilities during the interview. Bring examples of how you've used data analysis in past experiences, even if they're from academic projects. Highlight your proficiency with tools like Excel and any investment software you’ve encountered.
✨Communicate Clearly
Effective communication is crucial in this role. Practice articulating your thoughts clearly and concisely. Be prepared to explain complex financial concepts in simple terms, as you may need to interact with clients who aren't finance-savvy.
✨Demonstrate Team Spirit
This position requires collaboration with various teams. Share examples of how you've worked effectively in a team setting. Emphasise your ability to take ownership of tasks while also supporting your colleagues, showing that you're a team player.
