At a Glance
- Tasks: Lead investment strategies and manage portfolios to drive client wealth and fund performance.
- Company: NextStep, a cutting-edge AI career platform for consultants.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Join a network that connects you with top firms and career opportunities.
- Why this job: Make impactful investment decisions and shape financial futures in a collaborative setting.
- Qualifications: 5-8 years in portfolio management or investment analysis with strong analytical skills.
The predicted salary is between 54000 - 66000 £ per year.
NextStep is a digital, AI-powered career platform built to help high-performing consultants transition into their next role. Through data-driven matching technology, we connect consulting professionals with opportunities where their skills create real value while helping companies access exceptional talent.
We're hiring a Portfolio Manager in London for investment firms in our partner network.
Tasks
What you'll be responsible for:
- As a Portfolio Manager, you'll be accountable for investment strategy, portfolio construction, and performance outcomes. Your decisions will directly impact fund returns and client wealth.
- Develop and execute investment strategies aligned with fund mandates, risk parameters, and performance objectives.
- Construct and manage portfolios across asset classes, balancing return targets with risk tolerance and liquidity requirements.
- Conduct deep fundamental research and analysis to identify investment opportunities and assess risk-reward profiles.
- Make buy, hold, and sell decisions based on market conditions, valuation metrics, and conviction in investment theses.
- Monitor portfolio performance against benchmarks and attribution analysis to understand drivers of returns.
- Manage risk exposure through position sizing, hedging strategies, and portfolio rebalancing.
- Communicate investment rationale and portfolio positioning to senior leadership, investment committees, and clients.
- Stay current on macroeconomic trends, sector dynamics, and market developments that impact portfolio holdings.
Requirements
You'll stand out if you bring:
- A background in consulting from MBB, Big 4, or boutique firms with exposure to financial services, investment research, or asset management.
- 5-8+ years of experience in portfolio management, investment analysis, asset management, or buy-side research.
- Strong track record of investment performance with demonstrable alpha generation or outperformance against benchmarks.
- Deep analytical skills with expertise in financial modeling, valuation methodologies, and quantitative analysis.
- Proficiency with portfolio management systems, risk analytics platforms, and market data tools (Bloomberg, FactSet, etc.).
- Excellent judgment under pressure and the ability to make high-stakes decisions with incomplete information.
How to apply:
Step 1: Submit your application.
Step 2: You'll get invited to join NextStep.
Step 3: Fill out your profile and let our system match you with companies that align with your skills, preferences, and goals.
Please note: If your background aligns well with this position, you'll get matched with the role through our platform. If this particular opportunity isn’t the perfect match, we'll keep working to connect you with similar roles across our network that fit what you're looking for.
Portfolio Manager employer: nextstep
NextStep is an exceptional employer that champions the growth and success of its employees, particularly in the dynamic role of Portfolio Manager based in London. With a strong focus on professional development, our collaborative work culture fosters innovation and encourages high-performing consultants to thrive while making impactful investment decisions. Employees benefit from access to cutting-edge technology and a vast network of opportunities, ensuring a rewarding career path in the fast-paced world of finance.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager
✨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 nextstep. 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
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 nextstep.
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 nextstep'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 nextstep
✨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 nextstep.
✨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 nextstep 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 nextstep 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.
