At a Glance
- Tasks: Manage discretionary portfolios and contribute to investment strategy in a collaborative team.
- Company: Boutique wealth and investment management firm with a client-focused approach.
- Benefits: Competitive salary, discretionary bonus, hybrid working, and support for professional development.
- Other info: Exciting career growth opportunities in a dynamic investment environment.
- Why this job: Gain genuine investment responsibility and influence strategy while working with diverse clients.
- Qualifications: Experience in managing discretionary portfolios and strong analytical skills required.
The predicted salary is between 54000 - 66000 £ per year.
BWD are supporting a boutique wealth and investment management business that is looking to appoint an Investment Manager to join its London-based investment team. This is an excellent opportunity for an investment professional who wants genuine responsibility for managing discretionary portfolios, contributing to investment strategy and developing their career within a growing business. The firm combines the personalised, client-focused approach of a boutique wealth manager with the resources and investment expertise of a wider international group. With the business continuing to evolve and strengthen its investment proposition, the successful candidate will have the opportunity to play an important role in its future development.
The Opportunity
Working within a small, collaborative investment team, you will take responsibility for managing a portfolio of clients, with exposure to a diverse range of HNW and UHNW private clients. This is a hands-on, investment-focused position offering a broad remit across portfolio management, investment research, asset allocation and strategy.
Key responsibilities include:
- Managing discretionary multi-asset and equity portfolios, ensuring investment decisions align with individual client objectives, risk profiles and mandates.
- Taking ownership of portfolio construction, asset allocation, investment selection and ongoing portfolio monitoring.
- Conducting equity, fund and wider investment research, identifying opportunities across global markets.
- Contributing investment ideas and market views to the firm's Investment Strategy Committee.
- Supporting the development of investment themes, portfolio models and asset allocation strategies.
- Working collaboratively with international investment specialists and research teams.
- Managing bespoke client portfolios across different custodians, with exposure to a wider family office environment.
- Supporting client relationships and communicating investment decisions where required.
What Makes This Opportunity Attractive?
- Genuine investment responsibility – independently manage a meaningful portfolio of discretionary assets rather than simply implementing centrally determined investment decisions.
- Influence investment strategy – contribute ideas, research and market views to investment discussions and portfolio construction.
- The best of both worlds – benefit from the autonomy and visibility of a smaller investment team, alongside the research capabilities and resources of a larger international group.
- Varied investment exposure – work across multiple asset classes, bespoke client mandates and a diverse private client base.
- Career development – join a business at an exciting stage of its evolution, with opportunities to take on greater responsibility as the investment function develops.
- Investment-led rather than sales-led – there is no requirement to bring an existing client book or portable assets.
About You
We are keen to speak with Investment Managers or Portfolio Managers from private banking, wealth management or discretionary investment management backgrounds. Ideally, you will offer:
- Proven experience independently managing discretionary investment portfolios.
- Strong multi-asset investment knowledge, including portfolio construction, investment selection and asset allocation.
- A genuine interest in financial markets, investment research and developing investment ideas.
- Experience working with HNW private clients and managing portfolios against individual investment mandates.
- Strong analytical skills, sound investment judgement and the confidence to make investment decisions.
- An RDR-compliant qualification (minimum Level 4), with CFA or higher-level investment qualifications advantageous.
- The ability to work independently while contributing to a collaborative investment team.
Above all, we are looking for someone who is genuinely passionate about investing, enjoys researching markets and wants to make a meaningful contribution beyond the day-to-day management of portfolios.
Package & Working Arrangements
- Bonus: Discretionary performance-related bonus
- Location: Central London
- Hybrid working: Four days per week in the office, with flexibility to work remotely on either Monday or Friday
- Development: Support for ongoing professional qualifications and career progression.
Portfolio Manager in London employer: BWD Search & Selection
BWD is an exceptional employer for Pensions Governance Consultants, offering a hybrid working model that promotes work-life balance while allowing you to thrive in a rapidly growing sector. With competitive salaries and a strong focus on employee development, you will have ample opportunities to enhance your skills and advance your career within a supportive and dynamic work culture. Join us to be part of a team that values innovation and professional growth in the pensions governance landscape across the UK.
Contact Details:
BWD Search & Selection Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in London
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We think you need these skills to ace Portfolio Manager in London
Some tips for your application 🫡
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How to prepare for a job interview at BWD Search & Selection
✨Brush Up on Financial Analysis Skills
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