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For Companies At a Glance
- Tasks: Support high-value client matters and drive efficiency through data and technology.
- Company: Leading international law firm with a focus on innovation.
- Benefits: Gain exposure to complex matters and develop valuable skills.
- Why this job: Make a real impact while working with global teams and cutting-edge tools.
- Qualifications: Strong organisational skills, confidence with data, and excellent communication.
- Other info: Join a dynamic team dedicated to continuous improvement and operational excellence.
The predicted salary is between 28800 - 48000 £ per year.
Job Description
Portfolio Advisor – Global Law Firm (London)
I’m working with a leading international law firm who are looking to hire a Portfolio Advisor to join their growing Matter Management & Optimisation team. This is an exciting opportunity to work at the heart of the firm, supporting high-value client matters, driving efficiency, and helping legal teams make smarter use of data, processes, and technology.
The role
As a Portfolio Advisor, you’ll work closely with Matter Managers to ensure the smooth running of client matters from start to finish. You’ll play a key role in maintaining overall matter health, encouraging the use of knowhow and technology, and managing portfolio data, best practice, and reporting.
This is a varied position that combines project support, stakeholder engagement, and process improvement. You’ll not only help teams deliver matters effectively but also contribute to wider projects that improve the way the firm works globally.
Key responsibilities
- Partner with Matter Managers to support kick-off, progress, and closing conversations for client matters
- Coordinate meetings, pre-populate checklists, and prepare pricing/credential information using firm systems
- Capture and circulate actions from meetings and keep stakeholders updated
- Produce management information including RAG status reports, performance analysis, and trend data
- Report into Matter Partners and Group Leaders with insight into KPIs and matter performance
- Analyse pricing data, track performance trends, and support decision-making
- Encourage the adoption of existing and new technologies, including AI and pricing tools, to improve matter delivery
- Maintain dashboards, checklists, and portfolio best practice resources (wikis, templates, processes)
- Support global teams with portfolio data collection and knowledge sharing
- Lead or support wider projects designed to improve matter management and process efficiency
About you
This role would suit someone with strong organisational and analytical skills, who enjoys problem solving, working with data, and engaging with stakeholders at all levels. You don’t need prior legal experience – what matters is being proactive, detail-focused, and confident in working with busy professionals.
They're looking for:
- Excellent communication skills (written and verbal)
- Strong organisation, persistence, and attention to detail
- Confidence working with data, including Excel and SharePoint
- The ability to influence and engage stakeholders effectively
- Knowledge of project/matter management processes (advantageous but not essential)
- A proactive, resilient mindset with a focus on continuous improvement
What sets this role apart?
You’ll be part of a truly global firm that invests heavily in innovation and smarter ways of working. This role offers exposure to complex, high-value matters, the opportunity to influence senior stakeholders, and the chance to develop your skills across matter management, technology adoption, and operational excellence.
Portfolio Advisor employer: DVF Recruitment
Contact Detail:
DVF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Advisor
✨Tip Number 1
Network like a pro! Reach out to current employees at the firm on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the firm's recent projects and innovations. Show them you’re not just another candidate; you’re genuinely interested in how they work and how you can contribute.
✨Tip Number 3
Practice your communication skills! Since this role involves engaging with stakeholders, being able to articulate your thoughts clearly and confidently is key. Try mock interviews with friends or use online resources.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team.
We think you need these skills to ace Portfolio Advisor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Portfolio Advisor role. Highlight your organisational skills and any experience with data management or stakeholder engagement, as these are key for us.
Showcase Your Communication Skills: Since excellent communication is a must-have, use clear and concise language in your application. We want to see how you can convey complex ideas simply, so don’t hold back on showcasing your writing prowess!
Demonstrate Your Proactivity: We love candidates who take initiative! In your application, share examples of how you've improved processes or solved problems in previous roles. This will show us that you have the proactive mindset we’re looking for.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at our global firm.
How to prepare for a job interview at DVF Recruitment
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Portfolio Advisor role and its responsibilities. Familiarise yourself with the key tasks mentioned in the job description, such as supporting Matter Managers and managing portfolio data. This will help you demonstrate your knowledge and enthusiasm for the position.
✨Showcase Your Communication Skills
Since excellent communication is crucial for this role, prepare examples of how you've effectively engaged with stakeholders in the past. Think about times when you coordinated meetings or circulated important information. Practising these scenarios will help you articulate your experience clearly during the interview.
✨Demonstrate Your Analytical Mindset
Be ready to discuss your experience with data analysis, especially if you've worked with tools like Excel or SharePoint. Prepare to explain how you've used data to drive decision-making or improve processes in previous roles. This will show that you can handle the analytical aspects of the Portfolio Advisor position.
✨Emphasise Your Proactive Approach
The firm values a proactive mindset, so think of examples where you've taken the initiative to solve problems or improve processes. Whether it's leading a project or suggesting new technologies, showcasing your resilience and focus on continuous improvement will resonate well with the interviewers.
