Hybrid Portfolio Management Associate - Growth & Impact

Hybrid Portfolio Management Associate - Growth & Impact

Full-Time 25650 - 31350 Β£ / year (est.) Home office (partial)
Rathbone Brothers

At a Glance

  • Tasks: Support the management and monitoring of client investment portfolios.
  • Company: Rathbones, a leading investment management firm in Bournemouth.
  • Benefits: Supervision, progression opportunities, and strong client outcomes.
  • Other info: Ideal for those seeking a dynamic role in portfolio management.
  • Why this job: Kickstart your career in finance with hands-on experience and growth potential.
  • Qualifications: Open to candidates with Level 4 CISI Diploma or Level 7 qualifications.

The predicted salary is between 25650 - 31350 Β£ per year.

Rathbones in Bournemouth seeks an Associate Portfolio Manager to support construction, management and monitoring of client investment portfolios.

The role offers supervision and progression from trainee level with close oversight to deliver strong client outcomes.

Open to candidates at varying seniority, including those completing the Level 4 CISI Diploma or those who have achieved Level 7, with commensurate responsibilities and title.

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Hybrid Portfolio Management Associate - Growth & Impact employer: Rathbone Brothers

Rathbone Brothers is an excellent employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee development, you will have access to continuous learning opportunities and the chance to work on impactful projects within the SAP SuccessFactors suite. Located in a vibrant area, our hybrid work model promotes a healthy work-life balance, making it an ideal place for professionals seeking meaningful and rewarding employment.

Rathbone Brothers

Contact Details:

Rathbone Brothers Recruitment Team

We think you need these skills to ace Hybrid Portfolio Management Associate - Growth & Impact

Portfolio Management
Client Relationship Management
Investment Analysis
CISI Level 4 Diploma
CISI Level 7 Diploma
Financial Modelling
Risk Assessment