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For Companies At a Glance
- Tasks: Join a dynamic trading team and support portfolio management with cutting-edge technology.
- Company: Award-winning fund manager focused on evidence-based investment solutions.
- Benefits: Gain study support for CFA qualifications and enjoy a collaborative work environment.
- Why this job: Make an impact in finance while embracing technology and AI in investment processes.
- Qualifications: Degree in finance or related field, strong analytical skills, and Python knowledge.
- Other info: Exciting opportunities for career growth and industry networking.
The predicted salary is between 36000 - 60000 £ per year.
My client is a multi-award-winning, technology-driven discretionary fund manager that delivers evidence-based passive investment portfolios for financial advisers.
About the Role
As an Assistant Portfolio Manager you will:
- Join their trading team, assisting with the instruction and verification of fund trades through our order management system.
- Support the ongoing management of their portfolios across a range of data systems and industry software.
- Develop a deep understanding of their investment offering in order to support our clients (financial advisers).
- Respond to ad-hoc qualitative and quantitative queries from financial advisers regarding portfolio performance and broader macroeconomic trends.
- Prepare portfolio comparison reports for clients, analysing performance, exposures, and risk across various investment solutions.
- Support the fund investment research process, including producing research reports and participating in meetings with fund managers.
- Produce written content on markets, investment performance, and other topics relevant to financial advisers, including contributions to monthly, quarterly, and annual investment commentaries.
- Prepare and present analytical insights to their Investment Committee and other internal committees.
- Assist in the development and management of internal tools and software, primarily Python-based.
- Attend industry events on behalf of their, gathering relevant insights and building industry relationships.
- Embrace technology and artificial intelligence tools to enhance efficiency across investment processes.
Candidate Profile
The ideal candidate will:
- Demonstrate a strong interest in investment theory, financial markets, macroeconomics, and technology.
- Ideally hold a degree in a relevant field such as finance, economics, or investment management.
- Be confident and articulate, with strong written and verbal communication skills.
- Be highly numerate, with strong analytical capabilities.
- Be proficient in Excel, with experience analysing financial data.
- Possess coding skills, including intermediate to advanced knowledge of Python.
- Show an interest in developments in Artificial Intelligence, including familiarity with large language models such as ChatGPT, Gemini, and Claude.
- Demonstrate the ability to prioritise and manage multiple projects effectively.
- Be motivated to study for the CFA UK Investment Management Certificate (IMC) and the Chartered Financial Analyst (CFA) qualification (study support will be provided).
- Have strong writing skills, with the ability to produce market commentary and research notes.
- Demonstrate a proactive, problem-solving mindset with a willingness to take ownership and responsibility for tasks and projects.
Key Responsibilities
Responsibilities will include:
- Supporting clients (financial advisers) by providing insights into portfolio exposures, performance, and asset allocations.
- Collecting, curating, and communicating information on their portfolios in response to client queries.
- Maintaining data integration with third parties, including building investment models within analytical tools and supplying required portfolio data.
- Preparing investment data packs and analytical materials for internal meetings.
- Supporting the management and maintenance of portfolio data across both their internal systems and third-party platforms.
- Acting as a liaison between their Investment Team and Development Team, as well as other internal departments.
- Supporting their client-facing activities, including webinars, workshops, and industry events.
- Contributing to monthly, quarterly, and annual investment commentaries.
- Assessing, analysing, and implementing automated workflows across the organisation to improve efficiency.
Assistant Portfolio Manager in Birmingham employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Portfolio Manager in Birmingham
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, webinars, and workshops to meet financial advisers and other professionals. Building relationships can open doors that a CV just can't.
✨Show Off Your Skills
When you get the chance, demonstrate your analytical skills and coding knowledge, especially in Python. Bring examples of your work or even create a mini-project to showcase your abilities during interviews.
✨Ask Smart Questions
During interviews, don’t just answer questions—ask insightful ones too! Show your interest in their investment strategies and how they embrace technology. This will highlight your enthusiasm and understanding of the role.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Assistant Portfolio Manager in Birmingham
Some tips for your application 🫡
Show Your Passion for Investment: Let us see your enthusiasm for investment theory and financial markets right from the start. Mention any relevant coursework or projects that highlight your interest in these areas, as it’ll help us understand your motivation.
Tailor Your Writing: Make sure your application reflects the language and tone of the job description. Use specific examples to demonstrate your skills in written communication, especially if you’ve produced market commentary or research notes before.
Highlight Your Technical Skills: Don’t forget to mention your proficiency in Excel and any coding experience, particularly with Python. We love tech-savvy candidates, so share any projects or tools you've developed that showcase your analytical capabilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Investment Stuff
Make sure you brush up on investment theory, financial markets, and macroeconomics. Being able to discuss these topics confidently will show that you're genuinely interested in the role and understand the industry.
✨Show Off Your Tech Skills
Since the role involves using Python and various data systems, be prepared to talk about your coding experience. Maybe even bring a small project or example of your work to demonstrate your skills. This will help you stand out as someone who can embrace technology effectively.
✨Prepare for Client Queries
Think about the types of questions financial advisers might ask regarding portfolio performance. Practise how you would respond to both qualitative and quantitative queries, as this will showcase your analytical capabilities and communication skills.
✨Get Ready to Present
You’ll need to prepare and present analytical insights to the Investment Committee. Practise presenting your findings clearly and concisely, as strong verbal communication is key. Consider doing mock presentations with friends or family to build your confidence.