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- Tasks: Support portfolio management and implement investment decisions for multi-asset portfolios.
- Company: Established wealth management firm with a strong reputation.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Other info: Collaborative environment with ongoing training and client interaction.
- Why this job: Join a dynamic team and make a real impact in financial markets.
- Qualifications: 3+ years in portfolio management and Level 3 CISI qualified.
The predicted salary is between 50000 - 60000 £ per year.
The Company: A well-established Wealth management firm
The Role: The Associate Portfolio Manager will suit an ambitious individual with 3+ years Portfolio Construction / Portfolio Management experience, who will join an established Portfolio Management team within this Wealth Management firm. The Portfolio Management team have a growing AUM, therefore the Associate Portfolio Manager will already be level 3 CISI qualified (or equivalent), in order to place fund trades under supervision from a Senior Portfolio Manager initially, with a view eventually fully placing trades independently. The Associate Portfolio Manager role will have a strong interest in financial markets and will support the day-to-day management of portfolios, ensuring they remain aligned with agreed investment objectives, and will implement investment decisions across an existing book of multi-asset portfolios, taking capital gains tax and specific client requirements into account. The Associate Portfolio Manager will monitor portfolios on an ongoing basis to ensure they comply with restrictions. Invest cash additions and place sales when required. Incept and monitor trades, liaising with the in-house dealing team when required. Whilst this role has a more technical portfolio management focus, the Associate Portfolio Manager will attend performance review meetings with private clients when required, alongside Relationship Managers, to provide commentary on portfolio performance and the financial market conditions when required.
The Candidate:
- 3+ years’ previous experience working in Portfolio Management within Investment Management / Wealth Management – as a Junior Portfolio Manager, Portfolio Assistant or Portfolio Specialist.
- Holder of CISI Level 3 Regulations Paper or IAD and further CISI, CFA, CIPM/IMC exams (required) – in order to place trades independently.
- Experience in managing portfolios, including raising cash and portfolio reviews and the trade execution process.
- Proficient in Excel to an advanced level will be considered.
- Experience in using any trade execution software.
- Experience in using Morningstar Direct / Bloomberg.
Associate Portfolio Manager , Multi Asset , Wealth Management in Derby employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Portfolio Manager , Multi Asset , Wealth Management in Derby
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that interview.
✨Tip Number 2
Prepare for those interviews by brushing up on your portfolio management knowledge. Be ready to discuss your experience with multi-asset portfolios and how you've navigated market conditions in the past. We want you to shine!
✨Tip Number 3
Showcase your skills! If you’ve got experience with trade execution software or advanced Excel, make sure to highlight that during your conversations. It’s all about demonstrating how you can add value to the team.
✨Tip Number 4
Don’t forget to apply through our website! We’re always looking for passionate individuals like you to join our team. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Associate Portfolio Manager , Multi Asset , Wealth Management in Derby
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your 3+ years of experience in Portfolio Management. We want to see how you've managed portfolios and executed trades, so don’t hold back on the details!
Get Technical: Since this role has a strong technical focus, let us know about your proficiency in Excel and any trade execution software you’ve used. We love seeing candidates who can navigate the tools of the trade!
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the specific skills and experiences that match the job description. We appreciate when candidates take the time to connect their background with our needs.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Portfolio Management Basics
Make sure you brush up on your portfolio management knowledge. Understand the key concepts of portfolio construction and management, as well as the specific strategies used in multi-asset portfolios. This will help you demonstrate your expertise and show that you're ready to contribute from day one.
✨Showcase Your Technical Skills
Since this role has a technical focus, be prepared to discuss your experience with trade execution software and your proficiency in Excel. Bring examples of how you've used these tools in past roles to manage portfolios effectively. This will highlight your ability to handle the technical demands of the job.
✨Stay Updated on Financial Markets
Keep yourself informed about current financial market conditions and trends. Be ready to discuss recent developments and how they might impact investment decisions. This shows your genuine interest in the field and your ability to think critically about market dynamics.
✨Prepare for Client Interactions
Since you'll be attending performance review meetings with clients, practice articulating complex financial concepts in a clear and concise manner. Think about how you would explain portfolio performance and market conditions to someone without a finance background. This will demonstrate your communication skills and client-facing abilities.