At a Glance
- Tasks: Lead the design and evolution of model portfolios, translating macro views into investment decisions.
- Company: Join a local Chartered Wealth firm with a focus on growth and innovation.
- Benefits: Competitive salary, half-yearly bonus, and excellent benefits package.
- Other info: Opportunity for career growth and contribution to strategic investment discussions.
- Why this job: Make a real impact in asset management while developing your skills in a dynamic environment.
- Qualifications: Experience in managing model portfolios and strong analytical skills required.
The predicted salary is between 50000 - 60000 £ per year.
James Phillip Financial recruitment are working with a local Chartered Wealth firm looking for a Portfolio Manager to join their expanding team. Working closely with the Deputy CIO, you will lead the construction, implementation, and evolution of my clients model portfolio proposition. You will play a central role in translating macroeconomic views into actionable portfolio decisions, while helping to scale and enhance their asset management capabilities as the business continues to grow.
Key Responsibilities
- Portfolio Strategy & Management
- Lead the design and ongoing evolution of model portfolios in line with the firm's macroeconomic outlook and asset allocation strategy
- Translate macro views into practical portfolio positioning and investment decisions
- Oversee non-standard portfolios, ensuring appropriate governance and documentation
- Contribute meaningfully to Investment Committee discussions and decisions
- Trading & Implementation
- Oversee trading activity across all platforms, ensuring efficient and timely execution
- Review and approve trade instructions, maintaining high standards of accuracy and control
- Ensure portfolios remain implementation-ready at all times
- Conduct post-trade reviews to ensure completeness and consistency across client accounts
- Performance & Reporting
- Monitor portfolio performance and positioning, identifying risks and opportunities
- Support the Deputy CIO with analysis, reporting, and strategic insights
- Maintain accurate and up-to-date records across all portfolio and trading activity
- Stakeholder Engagement
- Act as a key point of contact for internal teams and external stakeholders
- Communicate investment strategy, positioning, and performance clearly and confidently
- Support client and adviser engagement where required
What Success Looks Like (First 12 Months)
- Contributing meaningfully to Investment Committee discussions and asset allocation decisions
- Enhancing the efficiency and scalability of portfolio management processes
- Maintaining strong portfolio oversight with high standards of execution and control
- Supporting the continued growth and development of the model portfolio offering
Skills & Experience
- Essential
- Experience managing or supporting model portfolios within a wealth or asset management environment
- Strong understanding of financial markets, asset allocation, and macroeconomic drivers
- Experience overseeing or executing trades across investment platforms (e.g. Fusion, Transact)
- Strong analytical skills and attention to detail
- Excellent communication skills, with the ability to articulate investment strategy clearly
- Strong Academic background ideally: - Degree or Similar - 2:1 and above - CISI or Similar (ideally Level 7, but minimum Level 4)
Salary £50-£60k plus half yearly bonus plus excellent benefits.
Model Portfolio Manager in Northampton employer: James Phillip Financial Recruitment
Join a dynamic Chartered Wealth firm that prioritises employee growth and development, offering a collaborative work culture where your contributions directly impact the evolution of model portfolios. With competitive salaries, half-yearly bonuses, and a commitment to excellence, this role provides a unique opportunity to engage with macroeconomic strategies while working closely with experienced professionals in a supportive environment.
Contact Details:
James Phillip Financial Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Model Portfolio Manager in Northampton
✨Tap into Campus Networks
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Don’t shy away from reaching out directly to firms like James Phillip Financial Recruitment. 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 Model Portfolio Manager in Northampton
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 James Phillip Financial Recruitment.
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 James Phillip Financial Recruitment'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 James Phillip Financial Recruitment
✨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 James Phillip Financial Recruitment.
✨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 James Phillip Financial Recruitment 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 James Phillip Financial Recruitment 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.
