At a Glance
- Tasks: Support day-to-day management of portfolios and contribute to thematic investing.
- Company: Dynamic investment firm focused on innovative portfolio management.
- Benefits: Performance bonuses, private medical cover, gym contributions, and LinkedIn Learning access.
- Other info: Collaborative culture with opportunities for personal and professional growth.
- Why this job: Shape investment processes and client communications in a fast-paced environment.
- Qualifications: Strong Excel skills, knowledge of ETFs, and excellent communication abilities.
The predicted salary is between 54000 - 66000 £ per year.
Overview
In this role you will support the day-to-day management of IG Smart Portfolios and contribute to the expansion into thematic investing.
You will work closely with cross-functional teams to ensure portfolios stay aligned with mandates, while delivering timely risk, attribution and performance insights.
The role combines hands-on operations, client-facing material, and investment commentary to support IG’s managed portfolio service.
This is a fast-moving, collaborative environment where you can shape investment processes and client communications.
- Pay / Benefits
- Performance-related bonuses
- Pension plan
- Private medical cover
- Linked In Learning access
- Gym membership contributions
- Birthday leave and volunteering days
Responsibilities
- Support day-to-day management of model portfolios across risk profiles to ensure alignment with mandate, risk targets, and asset allocation
- Execute portfolio rebalancing with high accuracy and control
- Contribute to ETF selection and ongoing due diligence
- Serve as the investment SME for client experience teams and handle queries across Smart Portfolios, share dealing and incentives
- Collaborate with asset servicing and technology to specify, build, and test system changes with no regressions to workflows
- Maintain and develop portfolio risk and volatility models, including covariance matrix and risk decomposition
- Produce performance attribution and break down returns by asset class and allocation decision
- Own the monthly reporting cycle and deliver timely analytics to stakeholders and governance forums
- Improve reporting frameworks and analytical tooling for accuracy and efficiency
- Write monthly investment commentary on markets, portfolio positioning and performance
- Produce client investment material and educational content; update performance charts for marketing material
- Ensure all commentary and client-facing material pass compliance before release
- Key requirements
- Strong Excel modelling skills and familiarity with Bloomberg
- Working knowledge of ETFs, asset allocation, and risk metrics (volatility, tracking error, risk contribution)
- Clear written English and ability to explain investment performance to a retail audience
- Care and accuracy in operational work with sound judgement about escalation
- Collaborative mindset and teamwork
- Curiosity and proactive problem solving
- Strong communication and ability to explain complex concepts
- Excel modelling
- Bloomberg
- ETF knowledge
Assistant Portfolio Manager employer: IG Group
IG Group is an exceptional employer located in the heart of London, offering a dynamic work environment that fosters collaboration and innovation. With a hybrid work model, comprehensive benefits, and a strong focus on employee development, you will have the opportunity to grow your career while delivering premium service to high-net-worth clients. Join us to be part of a culture that values excellence and empowers you to make a meaningful impact in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Portfolio Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IG Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Assistant Portfolio Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IG Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IG Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IG Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IG Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IG Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IG Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
