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- Tasks: Support daily portfolio management and ensure alignment with client objectives.
- Company: Join a dynamic social network focused on innovative investment strategies.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Be part of a collaborative team making impactful investment decisions.
- Qualifications: 3-7 years in portfolio management; finance or economics background preferred.
- Other info: Opportunity to progress towards CFA designation and engage in client interactions.
The predicted salary is between 36000 - 60000 £ per year.
Support day-to-day portfolio management, including portfolio construction, asset allocation, investment selection, and reporting. Ensure portfolios remain aligned with client objectives and internal investment strategies. Assist with managing cash flows and liquidity across portfolios. Maintain portfolio management systems and ensure data accuracy. Join client meetings and participate in pitches and portfolio discussions. Monitor and execute trades in line with client requirements. Provide investment research and due diligence on multi-asset strategies. Assist in designing bespoke portfolios for prospects based on model allocations. Take part in team initiatives and represent the team in wider business projects.
Requirements:
- 3–7 years of experience in a junior or assistant portfolio management role
- Solid academic background, ideally in finance, economics, or a related field
- Progression towards CFA designation or other relevant investment qualifications preferred
- Client facing experience, with the ability to build strong relationships
- Excellent verbal and written communication skills
Portfolio Manager employer: JR United Kingdom
Contact Detail:
JR United Kingdom Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network with professionals in the finance and investment sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues or mentors who can provide insights into portfolio management roles.
✨Tip Number 2
Stay updated on market trends and investment strategies. Regularly read financial news, research reports, and investment blogs to demonstrate your knowledge during interviews and discussions.
✨Tip Number 3
Prepare for client-facing scenarios by practising your communication skills. Role-play common client interactions with a friend or mentor to build confidence in discussing portfolio strategies and addressing client concerns.
✨Tip Number 4
Familiarise yourself with portfolio management systems and tools. If you have access to any software used in the industry, take the time to learn its functionalities, as this will give you an edge in managing portfolios effectively.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management, asset allocation, and investment selection. Use specific examples to demonstrate your skills and achievements in these areas.
Craft a Compelling Cover Letter: In your cover letter, express your passion for portfolio management and how your background aligns with the company's objectives. Mention your client-facing experience and ability to build relationships, as these are crucial for the role.
Highlight Relevant Qualifications: If you are progressing towards a CFA designation or have other relevant qualifications, be sure to mention these prominently in your application. This shows your commitment to professional development in the finance field.
Showcase Communication Skills: Since excellent verbal and written communication skills are essential for this role, consider including examples of how you've effectively communicated complex information in previous positions, especially in client meetings or presentations.
How to prepare for a job interview at JR United Kingdom
✨Showcase Your Experience
Be prepared to discuss your previous roles in portfolio management. Highlight specific examples of how you've contributed to portfolio construction, asset allocation, and investment selection. This will demonstrate your hands-on experience and understanding of the role.
✨Understand Client Objectives
Research the company’s client base and their investment strategies. Be ready to explain how you would ensure portfolios align with client objectives. This shows that you can think from the client's perspective and prioritise their needs.
✨Demonstrate Communication Skills
Since client-facing experience is crucial, practice articulating your thoughts clearly and confidently. Prepare to discuss how you’ve built relationships with clients in the past and how you handle difficult conversations.
✨Prepare for Technical Questions
Brush up on your knowledge of multi-asset strategies and portfolio management systems. Expect questions about cash flow management and trade execution, as well as your approach to investment research and due diligence.
