At a Glance
- Tasks: Support and manage Private Credit investment portfolios while collaborating with senior stakeholders.
- Company: Join a high-performing team in a leading investment firm focused on Private Credit.
- Benefits: Enjoy competitive salary, performance bonuses, healthcare, and generous holiday options.
- Other info: Dynamic work environment with opportunities for growth and innovation in finance.
- Why this job: Kickstart your finance career and make a real impact on investment strategies.
- Qualifications: Experience in front office roles and a strong understanding of Private Credit and Fixed Income.
The predicted salary is between 50000 - 70000 £ per year.
We are looking for an Associate Portfolio Manager to join a collaborative and high performing Private Credit team. This is an excellent opportunity for someone with early career experience in front office investment roles to develop their expertise, contribute to portfolio performance, and work closely with senior stakeholders across the business. You will play a key role in supporting investment activities, enhancing analytical capability, and helping to deliver strong outcomes for clients within a well governed and regulated environment.
Responsibilities
- Supporting the management and performance of Private Credit investment portfolios
- Assisting with executing trades and investments from inception through to completion and ongoing monitoring
- Analysing investment value and tracking performance against objectives
- Monitoring markets and identifying potential investment and disinvestment opportunities
- Contributing to the development of investment strategies to optimise returns within risk appetite
- Collaborating with stakeholders on funding, hedging and liquidity management activities
- Producing regular and ad hoc reports for internal and external stakeholders
- Enhancing analytical tools and capabilities to improve team efficiency and insight
Qualifications
- Extensive experience in a front office or investment related role
- Strong understanding of Private Credit, Fixed Income markets and macroeconomic factors
- Awareness of portfolio liquidity, capital constraints and risk management principles
- Knowledge of regulatory requirements and compliance considerations
- Ability to demonstrate sound judgement and develop decision making skills
- An interest in applying data, technology or AI within a financial context would be a huge plus!
Benefits
- Participation in an annual, performance related bonus plan and valuable share schemes
- Life assurance
- Healthcare Plan (permanent employees only)
- At least 25 days holiday, plus public holidays, 26 days after 2 years' service; option to buy and sell holiday
- Competitive family leave
- Electric car scheme - option for permanent employees to hire a brand new electric car through tax efficient salary sacrifice
- Various discounts on products, high street stores and online shopping
Associate Portfolio Manager (m f x) employer: E Fundresearch
Join a dynamic and supportive environment as an Associate Portfolio Manager in our Private Credit team, where your contributions will directly impact portfolio performance and client outcomes. We offer a competitive benefits package, including performance-related bonuses, healthcare plans, and generous holiday allowances, all within a culture that prioritises collaboration and professional growth. Located in a well-governed and regulated setting, this role provides unique opportunities to enhance your analytical skills and engage with senior stakeholders, making it an ideal place for early career professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Portfolio Manager (m f x)
✨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 E Fundresearch, 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 E Fundresearch.
✨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 E Fundresearch.
✨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 E Fundresearch, 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 Associate Portfolio Manager (m f x)
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 E Fundresearch 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 E Fundresearch.
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 E Fundresearch 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 E Fundresearch. Numbers speak louder than words!
How to prepare for a job interview at E Fundresearch
✨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 E Fundresearch 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 withE Fundresearch.
