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- Tasks: Join our team as an Assistant Portfolio Manager, analysing and monitoring client portfolios daily.
- Company: Be part of a dynamic portfolio management team focused on compliance and client success.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: This role offers hands-on experience in finance, making a real impact on client investments.
- Qualifications: 2+ years in a similar role, A level education, and working towards CISI qualification required.
- Other info: Strong Excel skills and a passion for finance are essential; join us to shape your career!
The predicted salary is between 36000 - 60000 £ per year.
Role Overview We are seeking a highly motivated Assistant Portfolio Manager to join our clients Portfolio Management team. This is an exciting opportunity to be part of a motivated and inspiring team, playing a key role in portfolio management, while ensuring adherence to internal policies and regulatory requirements. The ideal candidate will have 2+ years of experience in a similar role, L4 UK Regulations qualified and working towards CISI Chartered Wealth Manager Qualification (or equivalent). Responsibilities Portfolio Analysis, Maintenance and Monitoring Analysis of portfolio composition, relative to targets. Creation of orders for approval by PM – includes stock trades, funds and FX transactions Monitor portfolios using various available systems (Pulse, Symphony and Bita Monitor) and reporting finding to the Portfolio Manager (PM). Monitor and track performance of client portfolios against benchmarks and investment objectives, and propose any changes to the PM Monitoring portfolio liquidity and overdraft risk Asset Allocation Preparation and implementation of asset allocation changes. Monitoring changes following direction from monthly asset allocation meeting. Reporting differences and proposing any changes to the PM. Completing a six-monthly asset rotation of each asset class group (Fixed Interest, Equities and Funds) where the APMs contribute to the investment process and are required to provide support, undertake analysis and minute meetings for that asset class group as directed by the asset class leader. Compliance Assist the PM to ensure compliance of client portfolios with all applicable regulations and ethical requirements. Keep abreast of regulatory developments. Ensure that the portfolios are compliant with their benchmarks, guidelines and restrictions, and escalating issues to the PM. Client Review and Administration Assist with annual client portfolio suitability reviews. the PM to ensure. Manage on-going administration of client portfolios, liaising with various internal departments (i.e. Operations, Middle Office, corporate actions). Deal with basic tax queries arising from changes in taxation regulations. Collaborate with other APMs to complete regular centralised tasks. Contribute to the overall marketing and business development processes for your team. Experience & Qualifications 2+ years of experience in similar role, in a client facing environment. Educated to at least A level standard. Level 4 UK regulation exam (required for SMCR certification). Working towards CISI Chartered Wealth Manager Qualification (or equivalent). Skills and Behaviours IT Skills strong Excel skill and a good working knowledge of portfolio management systems. Understanding of investments, markets and the operational processes which support them. Strong understanding of the regulatory environment and the risks arising. Excellent written and verbal communication skills with the ability to summarise complex issues clearly and succinctly. Ability to analyse investment information and draw conclusions from it. Prepared to engage in debate about the conclusions drawn, resilient in sustaining a logical. argument, and to adjust or hold position as seems fit. Strong numerical skills and attention to detail. TPBN1_UKTJ
Assistant Portfolio Manager employer: City Recruitment Associates Ltd
Contact Detail:
City Recruitment Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Portfolio Manager
✨Tip Number 1
Familiarise yourself with the specific portfolio management systems mentioned in the job description, such as Pulse, Symphony, and Bita Monitor. Having hands-on experience or knowledge of these tools will give you a significant edge during interviews.
✨Tip Number 2
Stay updated on the latest regulatory developments in the UK financial sector. Being able to discuss recent changes and their implications on portfolio management will demonstrate your commitment and expertise in compliance.
✨Tip Number 3
Network with professionals in the wealth management industry, especially those who are already in similar roles. Engaging in conversations about best practices and challenges can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss your analytical skills and how you've applied them in previous roles. Be ready to share specific examples of how you've monitored portfolio performance and made recommendations based on your findings.
We think you need these skills to ace Assistant Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in portfolio management and compliance. Emphasise your 2+ years of experience, Level 4 UK Regulations qualification, and any progress towards the CISI Chartered Wealth Manager Qualification.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the responsibilities. Mention specific skills such as your strong Excel abilities and familiarity with portfolio management systems, and how they align with the job requirements.
Showcase Relevant Skills: In your application, highlight your analytical skills and attention to detail. Provide examples of how you've successfully monitored portfolios or contributed to asset allocation changes in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that your writing is clear and concise, reflecting your excellent communication skills.
How to prepare for a job interview at City Recruitment Associates Ltd
✨Showcase Your Analytical Skills
As an Assistant Portfolio Manager, you'll be expected to analyse portfolio compositions and performance. Be prepared to discuss your previous experiences with portfolio analysis, including specific tools you've used like Pulse or Symphony, and how you approached problem-solving in those situations.
✨Demonstrate Regulatory Knowledge
Understanding UK regulations is crucial for this role. Brush up on the Level 4 UK Regulations and be ready to explain how you've ensured compliance in past roles. This will show that you are not only qualified but also proactive about staying updated with regulatory changes.
✨Communicate Clearly
Excellent communication skills are essential for this position. Practice summarising complex investment concepts in a clear and concise manner. You might be asked to explain your thought process during the interview, so being articulate will help you stand out.
✨Prepare for Team Collaboration Questions
This role involves working closely with other team members and departments. Think of examples where you've successfully collaborated on projects or contributed to team goals. Highlight your ability to work in a team and how you handle differing opinions during discussions.
