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
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 in England employer: Benchmark Capital Limited
Benchmark offers an exceptional working environment for aspiring investment professionals, providing hands-on experience in portfolio management and client interaction within a technology-enabled setting. Located in the picturesque Broadlands Business Campus near Horsham, employees enjoy modern facilities, including an on-site restaurant, coffee shop, and gym, alongside opportunities for professional growth and development. The supportive work culture fosters collaboration and innovation, making it an ideal place for those looking to build a meaningful career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Portfolio Manager: Grow with Client Portfolios in England
✨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, join finance-related groups on LinkedIn, and don’t be shy about reaching out to professionals for a chat. You never know who might have the inside scoop on job openings.
✨Ace the Informational Interview
Set up informal chats with folks already working in roles you’re interested in. This is your chance to learn about their experiences and get tips on how to break into the field. Plus, it shows your genuine interest in the industry!
✨Show Off Your Skills
When you get the chance to meet potential employers, whether in interviews or networking events, make sure to highlight your analytical skills and any relevant projects you've worked on. Bring along examples of your work or insights you've gained from your studies.
✨Apply Through Our Website
Don’t forget to check out our careers page at StudySmarter! Applying directly through our website not only shows your enthusiasm but also helps us keep track of your application. We’re excited to see what you can bring to the team!
We think you need these skills to ace Assistant Portfolio Manager: Grow with Client Portfolios 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 interest in finance and investment.
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. Keep it concise but engaging!
Showcase Your Analytical Skills:Since this role requires strong numerical and analytical capabilities, be sure to mention any experience you have with data analysis or financial modelling. If you've used tools like Excel or investment software, let us know!
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, it shows us you’re serious about joining our team at Benchmark!
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 metrics. Familiarise yourself with key performance indicators and how they relate to client portfolios.
✨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 any experience with tools like Excel or investment software, as this will show you're ready to hit the ground running.
✨Communicate Clearly
Effective communication is crucial in this role. Practice explaining complex financial concepts in simple terms. During the interview, focus on articulating your thoughts clearly and confidently, as this will reflect your ability to interact with clients and team members.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about potential challenges you might face in managing client portfolios and how you would address them. This will show your proactive mindset and readiness for the role.
