At a Glance
- Tasks: Support Investment Managers in managing diverse client portfolios and conducting investment research.
- Company: Join Raymond James, a leading wealth management firm with a focus on personalised investment services.
- Benefits: Gain valuable experience in investment management and build a long-term career in wealth management.
- Other info: Collaborative environment with a commitment to diversity and inclusion.
- Why this job: Develop your portfolio management skills while making a real impact for clients.
- Qualifications: Experience in investment management and strong analytical skills are preferred.
The predicted salary is between 30600 - 37400 £ per year.
We're looking for an Assistant Portfolio Manager to join our Investment Management team and support the delivery of high-quality investment solutions for private clients.
Working closely with Investment Managers, you'll help oversee a diverse range of portfolios for individuals, families, trusts, charities and corporate clients.
You'll play an important role in portfolio monitoring, investment implementation, client reporting and investment research, helping to ensure portfolios remain aligned with client objectives and investment strategies.
This is an excellent opportunity for someone with investment management experience who is looking to further develop their portfolio management expertise and build a long-term career in wealth management.
Please note that this role does not hold discretionary investment authority and is not a Certified Function under SMCR.
What You'll Be Doing
- Support Investment Managers in the management of discretionary and advisory client portfolios.
- Assist with portfolio reviews, suitability assessments and investment proposals.
- Help implement and maintain portfolio models, ensuring client portfolios remain aligned with agreed investment strategies.
- Monitor portfolio exceptions and support the preparation of investment and trading rationales.
- Conduct portfolio analysis and provide market, economic and investment commentary to support decision-making.
- Assist with client reporting, tax planning opportunities and investment documentation.
- Maintain records supporting investment decisions, due diligence activities and model governance.
- Work collaboratively with colleagues across the business to deliver excellent client service and outcomes.
- Ensure all activities are conducted in line with regulatory requirements, internal policies and risk management standards.
What We're Looking For
Experience & Qualifications
We’re interested in hearing from candidates who can demonstrate some or all of the following:
- Experience within investment management, portfolio management or investment supports.
- Progress towards, or completion of, a relevant professional qualification such as CISI Level 4 or equivalent.
- Understanding of portfolio construction, asset allocation and investment markets.
- Experience supporting private client portfolios would be beneficial.
Knowledge & Skills
- Strong analytical and numerical skills with excellent attention to detail.
- Good understanding of investment processes, client suitability requirements and regulatory frameworks.
- Strong communication and relationship‑building abilities.
- Well organised, adaptable and able to manage multiple priorities effectively.
- Proficiency in Microsoft Office, particularly Excel, and confidence working with investment research and market data systems.
- A proactive, collaborative and client‑focused approach.
- Genuine interest in financial markets and investment management.
About Us
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services.
We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own.
Our parent company, Raymond James Financial, has been doing the same in the US for over six decades.
Raymond James is listed on the NYSE, is a Fortune 500 company, and is included in the S&P 500.
Raymond James is an equal opportunities employer.
We treat all of our applicants the same and we have a diversity and inclusion strategy aimed at ensuring we hire the best person for the job regardless of age, gender, ethnicity, sexual orientation, disability or beliefs.
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Assistant Portfolio Manager in Guildford employer: Raymond James UK
At Raymond James, we pride ourselves on fostering a culture that prioritises people and their financial wellbeing. As a Practice Management Business Partner, you will benefit from ongoing professional development and the opportunity to work closely with talented advisers, making a tangible impact on their success and client outcomes. Our commitment to values such as Client First and Integrity ensures a supportive environment where your coaching and strategic insights can thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Portfolio Manager in Guildford
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Raymond James UK, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Raymond James UK.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Raymond James UK.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Raymond James UK, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Assistant Portfolio Manager in Guildford
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Raymond James UK want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Raymond James UK.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Raymond James UK will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Raymond James UK. Numbers speak louder than words!
How to prepare for a job interview at Raymond James UK
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Raymond James UK want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withRaymond James UK.
