Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as an Assistant Portfolio Manager, analysing and monitoring client portfolios daily.
- Company: Be part of a dynamic portfolio management team in South West London, driving financial success.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Make a real impact in finance while working with inspiring colleagues and gaining valuable experience.
- Qualifications: 2+ years in a similar role, Level 4 UK Regulations qualified, and pursuing CISI Chartered Wealth Manager Qualification.
- Other info: Strong Excel skills and a passion for investments are essential; engage in meaningful discussions and analysis.
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.
Assistant Portfolio Manager in South West London 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 in South West London
✨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 the interview process.
✨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 to compliance and your proactive approach to the role.
✨Tip Number 3
Network with professionals in the wealth management industry, especially those who are already working as Portfolio Managers or Assistant Portfolio Managers. Engaging in conversations about best practices and industry trends 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, as this will highlight your suitability for the position.
We think you need these skills to ace Assistant Portfolio Manager in South West London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management and compliance. Emphasise your 2+ years of experience and any qualifications, such as the Level 4 UK Regulations exam and 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 like your strong Excel abilities and familiarity with portfolio management systems, as well as your commitment to compliance and regulatory 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 errors. Ensure that your communication is clear and concise, reflecting your excellent written skills, which are crucial for this role.
How to prepare for a job interview at City Recruitment Associates Ltd
✨Showcase Your Experience
Make sure to highlight your 2+ years of experience in a similar role. Be prepared to discuss specific examples of portfolio management tasks you've handled, such as monitoring performance or asset allocation changes.
✨Demonstrate Regulatory Knowledge
Since the role requires a strong understanding of UK regulations, brush up on relevant regulations and be ready to discuss how you've ensured compliance in previous roles. This will show that you are proactive and knowledgeable.
✨Excel Skills Are Key
Given the emphasis on strong Excel skills, consider preparing a few examples of how you've used Excel in your previous roles. Whether it's for data analysis or reporting, being able to demonstrate your proficiency will set you apart.
✨Prepare for Client-Facing Scenarios
As this role involves client interaction, think about past experiences where you've successfully managed client relationships. Be ready to discuss how you handle client queries and ensure their portfolios meet their needs.
