At a Glance
- Tasks: Manage fixed income portfolios and collaborate on investment strategies with a dynamic team.
- Company: Join Newfleet Asset Management, a leader in active fixed income investment management.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for career growth in a supportive and innovative investment culture.
- Why this job: Make a real impact in portfolio management while working with experienced professionals.
- Qualifications: 8-10 years of portfolio management experience and strong collaboration skills.
The predicted salary is between 80000 - 100000 £ per year.
Newfleet Asset Management is an active fixed income investment manager focused on fundamental, research-driven portfolio management across multi-sector and sector-oriented fixed income strategies. The firm's investment approach emphasizes consistent, risk‑adjusted return generation, with a strong focus on capital preservation, income, and disciplined risk management across market environments.
Newfleet employs a team-based structure where portfolio responsibilities are shared among experienced Portfolio Managers and supported by integrated credit research, macro analysis, and portfolio construction expertise. Key elements of Newfleet's investment approach include:
- Fundamental security selection supported by rigorous internal credit research.
- Active, multi-dimensional risk management with ongoing monitoring of duration, yield curve exposure, credit risk, liquidity, and portfolio concentrations.
- A collaborative Portfolio Manager and Analyst framework that promotes independent viewpoints, debate, and shared accountability.
Portfolios are managed with a long‑term orientation and are continuously reviewed to ensure alignment with stated investment objectives, guidelines, and risk parameters. Team stability, documented processes, and intentional succession planning are integral to Newfleet's ability to deliver consistent outcomes for institutional and intermediary clients over time.
Newfleet Asset Management is seeking an experienced Portfolio Manager to join its London-based investment team as a Portfolio Manager on established strategies currently managed by David Scott and Simon Lau. This role is part of Newfleet's intentional team‑depth planning and is designed for a seasoned investment professional with a demonstrated track record in fixed income and/or multi‑sector portfolio management.
The successful candidate will partner closely with existing Portfolio Managers, Analysts, and Trading to support portfolio construction, risk management, and investment decision‑making across one or more strategies. This is a hands‑on investment role with meaningful accountability, operating within Newfleet's collaborative, risk‑controlled investment framework.
Key Responsibilities
- Serve as a co‑Portfolio Manager on assigned fixed income strategies including Multi‑Asset Credit, LDI Plus and LDI strategies. Contribute to security selection, sector allocation, and portfolio construction.
- Participate in investment committee discussions, idea generation, and portfolio decision‑making.
- Provide independent investment views while operating within Newfleet's team‑based PM framework.
- Monitor portfolio risks including duration, yield curve exposure, credit risk, liquidity, and sector concentrations.
- Ensure portfolios remain aligned with investment objectives, guidelines, and client mandates.
- Partner with Risk and Compliance teams to support governance and oversight.
- Contribute to a culture of constructive challenge and accountability.
- Collaborate with internal research teams to evaluate asset classes and macro themes.
- Translate research insights into actionable portfolio positioning.
- Work closely as part of Trading to execute portfolio changes efficiently.
- Support client, consultant, and due diligence meetings as needed.
- Contribute to performance attribution, portfolio reviews, and investment commentary.
Ideal Qualifications
- Bachelor's degree required, advanced degree a plus.
- CFA charter holder strongly preferred.
- Minimum 8-10 years of portfolio management experience, including significant experience in passive or active fixed income and/or multi‑sector portfolio management.
- Prior experience as a Portfolio Manager or senior investment professional with portfolio responsibility and a deep understanding of global fixed income markets, portfolio construction, and risk management.
- Demonstrated success operating within a co‑PM or team‑managed investment structure.
- Strong collaboration, communication skills, and a disciplined, process‑driven approach to investing.
- Strong technical skillset including experience automating and enhancing workflow, portfolio optimization, data analysis and basic programming abilities (VBA, SQL, Python).
This position is based in London, United Kingdom. Candidates must have the unrestricted right to work in the UK.
Portfolio Manager - Fixed Income Multi-Sector Strategies employer: CFA Institute
Newfleet Asset Management is an exceptional employer, offering a collaborative and team-oriented work culture that fosters professional growth and accountability. Located in the heart of London, employees benefit from a dynamic environment that encourages independent thinking and rigorous investment strategies, while also providing opportunities for meaningful contributions to portfolio management and risk assessment. With a strong emphasis on employee development and a commitment to maintaining a stable and supportive team structure, Newfleet is dedicated to delivering consistent outcomes for its clients and creating a rewarding workplace for its staff.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager - Fixed Income Multi-Sector Strategies
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like CFA Institute, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like CFA Institute.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like CFA Institute.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including CFA Institute, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Portfolio Manager - Fixed Income Multi-Sector Strategies
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like CFA Institute want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to CFA Institute.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at CFA Institute will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to CFA Institute. Numbers speak louder than words!
How to prepare for a job interview at CFA Institute
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like CFA Institute want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withCFA Institute.
