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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.
- 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.
- Other info: Collaborative environment with ongoing training and client interaction.
The predicted salary is between 36000 - 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 MPS 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 , MPS , Multi Asset , Wealth Management in Slough 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 , MPS , Multi Asset , Wealth Management in Slough
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management space, especially those who are already in portfolio management roles. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your past work and achievements in portfolio management. When you get the chance to meet potential employers, having tangible examples of your expertise can really set you apart.
✨Tip Number 3
Stay updated on market trends! Being knowledgeable about current financial markets and investment strategies will not only help you in interviews but also show that you're genuinely interested in the role and the industry.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your qualifications. Plus, it shows us you’re serious about joining our team!
We think you need these skills to ace Associate Portfolio Manager , MPS , Multi Asset , Wealth Management in Slough
Some tips for your application 🫡
Show 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!
Tailor Your Application: Customise your CV and cover letter to reflect the skills and qualifications mentioned in the job description. We love seeing candidates who take the time to align their experience with what we’re looking for.
Be Clear and Concise: When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and interest in the role.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Portfolio Management Basics
Brush up on your portfolio management principles and be ready to discuss your previous experiences. Make sure you can articulate how you've managed portfolios, executed trades, and aligned investments with client objectives.
✨Show Your Market Savvy
Demonstrate your strong interest in financial markets by discussing recent trends or news that could impact investment strategies. This shows you're not just knowledgeable but also engaged with the industry.
✨Excel Skills Are Key
Since proficiency in Excel is crucial for this role, prepare to showcase your skills. You might be asked to solve a problem or analyse data during the interview, so practice using advanced functions and data analysis techniques.
✨Prepare for Client Interactions
As you'll be attending performance review meetings with clients, think about how you would communicate complex information clearly. Prepare examples of how you've successfully interacted with clients in the past, focusing on your ability to explain portfolio performance and market conditions.