We’re Hiring: Associate Portfolio Manager

Job Description Company description: \n A rewarding place to work. At Rathbones, We invest in everyone's tomorrow – that includes our people. We are always looking for future talent, and we can help you build a rewarding career with clear paths to progression and the opportunity to share in the success of our business. \n Job description: \n Role Title: Associate Portfolio Manager \n Location: Bournemouth \n Contract: Permanent \n Hiring Manager: Investment Director \n Working pattern: Hybrid \n About the Role \n Working as part of a dedicated Portfolio Management team, steadily building on core knowledge to actively support construction, management and monitoring of investment portfolios for a wide and varied client base (individuals, institutions and funds) to achieve financial goals whilst balancing risk and return. Role will have close supervision and management oversight to ensure good client outcomes through strong investment performance. Associate Portfolio Manager marks progression from the Wealth Trainee role, with some responsibility, under close supervision, to help with the management of a smaller, less complex book of clients. \n On this occasion, the Bournemouth office are open to considering candidates that are both less and more experienced. They are open to hiring an individual that still needs to complete the IAD (level 4 qualification), or someone who may have already completed their level 7 qualication, at the commensurate level and job title. \n What you'll be responsible for \n Investment Strategy, Portfolio Construction and Technical Expertise: \n • Start to use systems, tools and knowledge to support the process to define and implement investment strategies based on clients' risk tolerance, financial goals and investment horizons. \n • Under supervision, ensure investment portfolios aligned with client objectives and market conditions. \n • Within Rathbones portfolio management strategy, be able to recommend specific asset selection and determine the optimal asset allocation to build the portfolio. \n • Thorough understanding of Rathbones investment process, when instructed, be able to conduct additional research and analysis to support client requirements and outcomes. \n • Build good understanding of Rathbones proposition, commercial awareness of the wider market and clear knowledge of the regulatory framework. \n • Build a working knowledge of the Front Office Process Guides and Operating Model Summary and Investment Risk procedures. \n Market and Performance Monitoring: \n • Be aware of financial markets, economic trends and geopolitical events to ensure informed investment recommendations can be made. \n • Support and assist the tracking of the performance of aligned portfolios and start to recommend adjustments as needed (such as rebalancing to maintain the desired asset allocation). \n Risk Management: \n • Be able to identify, assess and manage or escalate risks associated with investments. \n • Possess a basic working knowledge of the Front Office Process Guides and Operating Model Summary and Investment Risk procedures. \n • Understand how to use performance and health check data to assess portfolio risks and take action/escalate to manage accordingly. \n Client Engagement: \n • Work in partnership within PM teams and, where appropriate, engaging with IMs in support of client meetings and client relations. \n Business Performance