At a Glance
- Tasks: Manage and construct bespoke portfolios while collaborating with IFA firms.
- Company: Reputable Wealth Management firm known for its excellence.
- Benefits: Competitive salary, professional development, and mentorship opportunities.
- Other info: Dynamic role with opportunities to mentor and lead within the team.
- Why this job: Shape investment strategies and make a real impact in wealth management.
- Qualifications: 4-5 years of portfolio management experience and relevant qualifications.
The predicted salary is between 59400 - 72600 £ per year.
Our client is an established Wealth Management company, highly recognised with a fantastic reputation.
The Role:
- The Portfolio Manager will sit within the Model Portfolio Service team that focuses on the IFA Portfolio Management function and is responsible for Investment Services and Bespoke Portfolio Management to IFA firms.
- The Portfolio Manager will construct and maintain the Model Portfolios and Strategic Funds reflecting the Wealth Management Firm’s investment views and strategy.
- The Portfolio Manager will also be responsible for IFA client pitches and regular update presentations as well as writing commentary.
- Contribute towards the construction of Bespoke Model Portfolios and customise IFA investment strategies.
- Lead quarterly Investment Committee meetings with IFA adviser firms and manage assets and provide advice in accordance with investment process.
- Manage daily flows and investment strategies on Strategic Funds.
- The Portfolio Manager will apply top-down and bottom-up investment insights to Multi-Asset class portfolios.
- Contribute to idea generation, vehicle selection, risk and performance analysis.
- Evaluate impact of strategic and tactical asset allocation decisions.
- The Portfolio Manager will also have Fund Research requirements working closely with the fund research team.
- Monitor markets to understand current drivers and market sentiment at the asset class and sub-asset class level, and attend external fund manager meetings when required.
- The Portfolio Manager will evaluate the impact of stock/fund specific, market and general economic indicators and take appropriate action within the Bespoke MPS portfolios.
- Portfolio performance/asset allocation.
- The Portfolio Manager will act as a primary contact for IFAs and their clients for the Bespoke Model Portfolio Service.
- Be a key point of contact for IFA pitches and ongoing investment update presentations.
- Deliver webinars on portfolios and investment topics for IFAs and their clients.
- The Portfolio Manager will mentor the Trainee Portfolio Managers within the team.
The Candidate:
- 4-5 years minimum Portfolio Management / Portfolio Construction experience ideally within Wealth Management (Asset Management also considered).
- Must be level 6 or 7 qualified (PCIAM or equivalent) or full CFA.
- Must have a good knowledge of Funds / Fund Research – Multi Asset, as the majority of the model portfolios are Fund based.
- Ability to present and work closely with IFAs – able to communicate well with good Relationship Management skills.
- Knowledge and experience of MPS - Model Portfolio Service – would be very helpful.
Portfolio Manager , MPS , Multi Asset Funds , Level 6/7 or CFA employer: JJ SEARCH LIMITED
As a leading Wealth Management firm located in Blackpool, we pride ourselves on fostering a collaborative and supportive work environment that empowers our employees to thrive. Our commitment to professional development is evident through tailored training opportunities and a clear pathway for career advancement, ensuring that our team members can grow alongside the firm. With a focus on high-net-worth clients, you will be part of a dynamic team that values innovation and excellence, making this an ideal place for those seeking a meaningful and rewarding career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager , MPS , Multi Asset Funds , Level 6/7 or CFA
✨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 JJ SEARCH LIMITED. 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 Portfolio Manager , MPS , Multi Asset Funds , Level 6/7 or CFA
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 JJ SEARCH LIMITED.
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 JJ SEARCH LIMITED'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 JJ SEARCH LIMITED
✨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 JJ SEARCH LIMITED.
✨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 JJ SEARCH LIMITED 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 JJ SEARCH LIMITED 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.
