Portfolio Manager – Blockchain Thematic Equities in London

Portfolio Manager – Blockchain Thematic Equities in London

London Full-Time 80000 - 120000 £ / year (est.) No working from home possible
Forteus

At a Glance

  • Tasks: Lead a portfolio strategy focused on blockchain and digital assets, driving stock selection and risk management.
  • Company: Forteus, part of Numeus Group, backed by Schroders plc, blending finance and technology.
  • Benefits: Competitive salary, institutional backing, and the chance to shape the future of investing.
  • Other info: Opportunity for career growth in a fast-evolving digital asset landscape.
  • Why this job: Join a dynamic team at the forefront of blockchain investment and make a real impact.
  • Qualifications: 5+ years in portfolio management or research, with strong analytical and blockchain knowledge.

The predicted salary is between 80000 - 120000 £ per year.

Forteus is the asset management division of Numeus Group, a diversified digital asset investment firm built to the highest institutional standards across Alpha Strategies, Trading, and Asset Management. Forteus is backed by Schroders plc, one of Europe’s largest asset managers. Our team brings decades of experience across finance, blockchain, and technology. We operate with institutional discipline and an entrepreneurial mindset, combining deep capital markets expertise with a conviction in the long-term significance of blockchain technology and digital assets.

We are seeking an experienced, fundamentally driven discretionary Portfolio Manager to lead a dedicated strategy focused on publicly listed equities with meaningful exposure to the blockchain and digital asset ecosystem. This includes technology providers, infrastructure companies, miners, exchanges, and financial services firms building in the space. In this role, you will define the investment framework, drive stock selection, construct the portfolio, and manage risk. You will work alongside digital asset specialists, traders, and experienced investment professionals to build a differentiated, institutional-quality strategy.

Key Responsibilities:
  • Manage a discretionary equity portfolio, with full accountability for position sizing, sector exposure, and risk management.
  • Apply a rigorous bottom-up research process to evaluate publicly listed companies across the blockchain and digital asset ecosystem.
  • Generate high-conviction long ideas grounded in deep financial analysis, competitive positioning, and management assessment.
  • Develop clear, defensible investment theses supported by detailed financial modeling and valuation analysis (DCF, comparables, scenario analysis).
  • Continuously monitor portfolio holdings, industry developments, and evolving market structure to refine positioning.
  • Produce high-quality investment memos and communicate recommendations clearly to internal stakeholders and clients.
  • Contribute to broader thematic research at the intersection of digital assets and traditional financial markets.
Skill Set and Qualifications:
  • 5+ years of experience as a discretionary Portfolio Manager or Senior Fundamental Research Analyst within a hedge fund, asset manager, or investment bank, with a demonstrable track record.
  • Deep expertise in equity financial analysis, valuation, and portfolio construction.
  • Strong understanding of blockchain technology, digital asset market structure, and how public companies monetize this ecosystem.
  • Independent thinker with sound judgment and a disciplined investment process.
  • Ability to articulate complex investment ideas clearly and persuasively.
  • Proficiency in analytical tools such as Python or SQL is advantageous.
  • Fluent English speaker.

If you are motivated by building and leading a focused strategy within a well-capitalized, institutionally backed platform — and by the opportunity to translate structural technological change into differentiated public equity investing — we would welcome a conversation.

Portfolio Manager – Blockchain Thematic Equities in London employer: Forteus

Forteus, as part of Numeus Group, offers a dynamic and innovative work environment where employees are empowered to lead and shape the future of blockchain-themed investments. With a strong backing from Schroders plc, we provide exceptional growth opportunities, a collaborative culture that values entrepreneurial thinking, and access to cutting-edge resources in the digital asset space. Join us to be at the forefront of a transformative industry while enjoying a supportive atmosphere that fosters professional development and meaningful contributions.

Forteus

Contact Details:

Forteus Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio Manager – Blockchain Thematic Equities in London

Network Like a Pro

Get out there and connect with folks in the industry! Attend blockchain and finance events, join relevant online forums, and don’t be shy about reaching out to people on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.

Show Off Your Expertise

When you get the chance to chat with potential employers, make sure to highlight your deep understanding of blockchain and digital assets. Share your insights on market trends and how they impact investment strategies. We want to see your passion and knowledge shine through!

Prepare for the Interview

Do your homework before any interview! Research the company, their investment strategies, and recent news in the blockchain space. We want you to come across as informed and enthusiastic, so prepare some thoughtful questions to ask them too.

Apply Through Our Website

Don’t forget to apply directly through our website! It shows you’re genuinely interested in joining our team at Forteus. Plus, it makes it easier for us to find your application and get back to you quickly. Let’s make this happen together!

We think you need these skills to ace Portfolio Manager – Blockchain Thematic Equities in London

Discretionary Portfolio Management
Equity Financial Analysis
Valuation Analysis
Portfolio Construction
Blockchain Technology Understanding
Digital Asset Market Structure Knowledge
Investment Thesis Development

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Portfolio Manager role. Highlight your background in discretionary portfolio management and any relevant blockchain expertise to catch our eye!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about blockchain and how your experience makes you the perfect fit for our team at Forteus. Be genuine and let your personality come through.

Showcase Your Analytical Skills:Since we value deep financial analysis, include examples of your past work where you've applied rigorous research methods. Whether it's DCF models or competitive assessments, we want to see your analytical prowess in action!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out on joining our innovative team!

How to prepare for a job interview at Forteus

Know Your Blockchain Stuff

Make sure you brush up on your knowledge of blockchain technology and the digital asset ecosystem. Be ready to discuss how public companies are monetising this space, as well as any recent developments in the industry. This will show that you're not just familiar with the theory but also engaged with current trends.

Showcase Your Analytical Skills

Prepare to demonstrate your financial analysis skills. Bring examples of your previous work, especially any detailed financial models or investment theses you've developed. Being able to articulate your thought process behind stock selection and risk management will impress the interviewers.

Communicate Clearly

Practice explaining complex investment ideas in a straightforward manner. You might be asked to present an investment memo or discuss your recommendations, so clarity and confidence in your communication will be key. Remember, they want to see how you can convey your insights to clients and stakeholders.

Be Ready for Scenario Analysis

Expect questions that require you to think on your feet, especially around scenario analysis and portfolio construction. Prepare some hypothetical situations where you can showcase your decision-making process and how you would adjust your strategy based on market changes. This will highlight your independent thinking and disciplined approach.