At a Glance
- Tasks: Support investment portfolio management and client engagement while learning from experienced professionals.
- Company: Join a leading financial services firm with a strong commitment to client success.
- Benefits: Enjoy a competitive salary, hybrid working, and opportunities for professional growth.
- Other info: Collaborative team culture with excellent mentorship and career advancement opportunities.
- Why this job: Kickstart your finance career by making a real impact on clients' financial goals.
- Qualifications: Level 4 CISI Investment Advice Diploma and experience in financial services preferred.
The predicted salary is between 58540 - 71548 £ per year.
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.
What you’ll be responsible for
- Investment Strategy, Portfolio Construction and Technical Expertise
- 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.
- Under supervision, ensure investment portfolios aligned with client objectives and market conditions.
- Within Rathbones portfolio management strategy, be able to recommend specific asset selection and determine the optimal asset allocation to build the portfolio.
- Thorough understanding of Rathbones investment process, when instructed, be able to conduct additional research and analysis to support client requirements and outcomes.
- Build good understanding of Rathbones proposition, commercial awareness of the wider market and clear knowledge of the regulatory framework.
- Build a working knowledge of the Front Office Process Guides and Operating Model Summary and Investment Risk procedures.
- Market and Performance Monitoring
- Be aware of financial markets, economic trends and geopolitical events to ensure informed investment recommendations can be made.
- 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).
- Risk Management
- Be able to identify, assess and manage or escalate risks associated with investments.
- Possess a basic working knowledge of the Front Office Process Guides and Operating Model Summary and Investment Risk procedures.
- Understand how to use performance and health check data to assess portfolio risks and take action/escalate to manage accordingly.
- Client Engagement
- Work in partnership within PM teams and, where appropriate, engaging with IMs in support of client meetings and client relations.
- Business Performance & Growth
- Contribution towards strong, consistent, risk-adjusted investment performance, aligned to the central Rathbones investment philosophy.
- Demonstrate commercial awareness and contribute to the firm’s growth initiatives.
- Team Contribution & Leadership
- Buddy and support other junior team members, sharing expertise and fostering development.
- Actively participate in internal forums/committees and business projects as required.
- Promote a collaborative culture and uphold the firm’s values and standards.
About you
- Level 4 CISI Investment Advice Diploma (both Securities and Financial Planning and Advice modules).
- Experience in financial services, portfolio, investments or client-facing roles.
- Exposure to portfolio management, suitability reviews, and client reporting.
- Familiarity with business development activities and relationship/stakeholder management.
- Strong communication and interpersonal skills.
- Understanding and articulation of Rathbones proposition, portfolio and investment process and Research capabilities.
- Awareness of quantitative methods, financial math, statistics and economics.
- Early research and analytical skills.
- Understand portfolio construction and valuation and pricing techniques.
- Grounding in relevant IT systems.
- Awareness of regulatory environment and compliance standards.
- Client-centric and commercially aware.
- Proactive, collaborative, and accountable.
- Demonstrates integrity, attention to detail, and professionalism.
- Seeks feedback and strives for continuous improvement.
Associate Portfolio Manager in Vauxhall employer: Rathbones
Rathbones is an excellent employer that fosters a collaborative and innovative work culture, particularly within our hybrid Business Delivery Change team. We offer a comprehensive remuneration package, including a pension, medical insurance, and discretionary bonuses, alongside ample opportunities for professional growth and development in the dynamic field of investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Portfolio Manager in Vauxhall
✨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.
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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.
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Don’t shy away from reaching out directly to firms like Rathbones. 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 Associate Portfolio Manager in Vauxhall
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 Rathbones.
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 Rathbones'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 Rathbones
✨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 Rathbones.
✨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 Rathbones 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 Rathbones 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.
