At a Glance
- Tasks: Support senior portfolio managers in managing client portfolios and conducting investment research.
- Company: Hay Hill Wealth Management, a boutique firm in Mayfair with a collaborative culture.
- Benefits: Competitive salary, discretionary bonus, and support for professional qualifications.
- Other info: Clear progression opportunities in a dynamic, low-hierarchy environment.
- Why this job: Gain hands-on experience in portfolio management and work closely with industry experts.
- Qualifications: 3+ years in investment management and a university degree; CISI Level 4 required.
The predicted salary is between 50000 - 60000 € per year.
Hay Hill Wealth Management Limited, a Mayfair based wealth management boutique, is seeking a highly motivated Junior Portfolio Manager to support portfolio management activities across our strategies. This role is ideal for an early-career investment professional seeking hands‑on exposure to portfolio construction, security selection, risk management, and client reporting, with a clear pathway for progression. The successful candidate will work closely with senior portfolio managers within the investment team, contributing to investment research, monitoring portfolios, and helping ensure portfolios are managed in line with client mandates and investment objectives. No requirement for transferable book. Salary Range: £50k-60k based on experience. Competitive benefits package.
Key Responsibilities
- Support senior portfolio managers in the day‑to‑day management of client portfolios
- Assist in portfolio construction, rebalancing, and trade execution
- Conduct fundamental research on equities, funds, and other instruments as required
- Monitor portfolio performance, risk metrics, and attribution analysis
- Prepare regular portfolio reports and investment commentary for internal and client use
- Assist with cash management, compliance checks, and operational coordination
- Maintain investment models, valuation tools, and internal databases
- Contribute to investment committee discussions and idea generation
- Support responses to client and prospect queries alongside the relationship team
Required Skills and Experience
- 3+ years’ experience in investment management, asset management, or a related role
- Strong understanding of portfolio management concepts, asset allocation, and risk management
- Excellent analytical and quantitative skills
- High level of proficiency in Excel; experience with portfolio systems a plus
- Ability to interpret financial statements and investment research
- Strong attention to detail and sound judgement
- Excellent written and verbal communication and interpersonal skills
- Ability to work effectively in a small, high-accountability environment
Qualifications
- University degree
- Minimum CISI Level 4 qualification
- CISI Level 6/7 or equivalent CFA is desirable
Personal Attributes
- Genuine interest in financial markets and investing
- Intellectual curiosity and willingness to learn
- Professional, reliable, and proactive mindset
- Comfortable taking responsibility and working autonomously
- Strong ethical standards and alignment with fiduciary responsibilities
What We Offer
- Competitive salary and discretionary bonus
- Direct exposure to portfolio decision-making and senior investment professionals
- Clear development and progression opportunities
- Support for professional qualifications (e.g. CFA)
- Collaborative, low‑hierarchy culture typical of a boutique firm
About Us
Hay Hill Wealth Management Limited is a fully independent and FCA regulated wealth management boutique, advising high net worth individuals and their families. Our team of experienced and dedicated banking and investment professionals provide our clients with a multi‑asset class service, offering a true alternative to traditional private banks. We offer our clients individual solutions tailored to their requirements, with privacy and discretion at the forefront of everything we do.
Core Services
- Bespoke multi‑asset class portfolio management
- Multi‑jurisdictional and cross‑border strategies
- Tailored liquidity management solutions
Junior Portfolio Manager employer: Hay Hill Wealth Management
Hay Hill Wealth Management Limited is an exceptional employer located in the prestigious Mayfair area, offering a dynamic and collaborative work culture that fosters professional growth and development. As a Junior Portfolio Manager, you will gain invaluable hands-on experience in portfolio management while working closely with seasoned investment professionals, all within a supportive environment that prioritises ethical standards and client-centric solutions. With competitive salaries, a discretionary bonus structure, and opportunities for further qualifications like the CFA, we are committed to nurturing your career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Junior Portfolio Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that Junior Portfolio Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your analytical skills and understanding of portfolio management concepts. We want to see how you can contribute to our investment strategies, so come prepared with examples of your past work or projects!
✨Ask Smart Questions
During interviews, don’t just wait for questions to be thrown at you. Show your genuine interest by asking insightful questions about the firm’s investment strategies and client approach. This not only demonstrates your enthusiasm but also helps us see how well you fit into our culture.
✨Apply Through Our Website
We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re proactive and genuinely interested in joining our team at Hay Hill Wealth Management!
We think you need these skills to ace Junior Portfolio Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Junior Portfolio Manager role. Highlight any relevant investment management experience and showcase your analytical skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your genuine interest in financial markets and investing. Tell us why you're excited about the opportunity at Hay Hill Wealth Management and how you align with our values.
Showcase Your Analytical Skills:Since this role involves a lot of analysis, make sure to mention any specific tools or methodologies you’ve used in the past. If you’ve worked with Excel or portfolio systems, let us know how you’ve leveraged these skills in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Hay Hill Wealth Management
✨Know Your Portfolio Management Basics
Before the interview, brush up on your understanding of portfolio management concepts, asset allocation, and risk management. Be ready to discuss how these principles apply to real-world scenarios, as this will show your genuine interest in the role and the financial markets.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical and quantitative skills during the interview. You might be asked to interpret financial statements or analyse investment research, so practice explaining your thought process clearly and confidently.
✨Familiarise Yourself with Their Strategies
Research Hay Hill Wealth Management's investment strategies and recent performance. Being able to discuss their approach and how you can contribute to their goals will impress the interviewers and show that you're proactive and engaged.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, portfolio management processes, and opportunities for professional development. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your values.
