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- Tasks: Lead investment strategies and manage portfolios to drive client wealth.
- Company: NextStep, an AI-powered career platform for consultants.
- Benefits: Competitive salary, dynamic work environment, and growth opportunities.
- Why this job: Make impactful investment decisions and shape financial futures.
- Qualifications: 5-8 years in portfolio management with strong analytical skills.
- Other info: Join a network that connects you with top investment firms.
The predicted salary is between 43200 - 72000 £ 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. Developed in partnership with Consulting Comedy, the world's largest consulting community with 1M+ subscribers, we understand what it takes to make successful transitions.
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. Here’s what that involves:
- 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
Contact Detail:
NextStep Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for a Portfolio Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Get your research game on! Stay updated with the latest market trends and investment strategies. This will not only help you in interviews but also show potential employers that you're genuinely passionate about the field.
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to portfolio management and investment strategies. Mock interviews with friends or mentors can really boost your confidence and help you articulate your thoughts clearly.
✨Tip Number 4
Don't forget to apply through our website! It’s super easy, and our system is designed to match you with roles that fit your skills and goals. Plus, we’re always here to help you find the right opportunity!
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Portfolio Manager role. Highlight your experience in investment strategy and portfolio management, and don’t forget to showcase any relevant achievements that demonstrate your ability to generate alpha.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your background in consulting and how it aligns with the responsibilities of managing portfolios and making high-stakes decisions.
Showcase Your Analytical Skills: Since this role requires deep analytical skills, make sure to include examples of your financial modelling and valuation expertise. We want to see how you’ve used these skills to make impactful investment decisions in the past.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to get your application and match you with the right opportunities. Plus, it makes the whole process smoother for everyone involved.
How to prepare for a job interview at NextStep
✨Know Your Numbers
As a Portfolio Manager, you'll need to demonstrate your analytical prowess. Brush up on key financial metrics and be ready to discuss your past investment performance. Prepare specific examples of how your decisions led to alpha generation or outperformance against benchmarks.
✨Research the Company
Dive deep into NextStep and its partner network. Understand their investment strategies, recent market moves, and how they align with your expertise. This will not only show your interest but also help you tailor your responses to fit their culture and objectives.
✨Prepare for Scenario Questions
Expect questions that test your judgment under pressure. Think about past experiences where you had to make high-stakes decisions with incomplete information. Be ready to articulate your thought process and the outcomes of those decisions.
✨Communicate Clearly
You'll need to convey complex investment rationales to various stakeholders. Practice explaining your investment strategies and portfolio positioning in simple terms. Clear communication can set you apart, especially when discussing your approach to risk management and performance monitoring.
