Assistant Portfolio Manager

• Support Portfolio Managers and Directors to manage clients’ portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust

• Be a point of contact for clients, react to all enquires in a timely manner and maintain a record of responses

• Help to plan, organise and attend client meetings

• Take responsibility for preparing client material including meeting packs and reports

• Help to manage our account opening process for new clients and additional portfolios for existing clients

• Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects

• Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds

• Help with assessing portfolio suitability and performance and prepare investment proposals

• Carry out trades in client portfolios in line with instructions and investment recommendations

• Handle administrative duties promptly, including checking clients’ transaction statements and monitoring outstanding deals

• Keep colleagues informed about clients’ portfolios, reporting any changes, queries or problems

• Combine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries

• Participate in our industry leading, in-house presentation programme

• Maintain and update your knowledge through continual professional development (CPD)

• Be supported in seeking to achieve professional qualifications (RDR level 7), such as CISI Level 7 Chartered Wealth Manager qualification, which includes 10 days of study leave and sponsored courses

• Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

• Travel across the North East of England to meet clients is expected

• Excellent IT skills, especially with the Microsoft Office suite

• A keen interest in the wealth management industry

• An interest in global financial news and markets

• Excellent communication skills and an ability to multi-task

• Driving licence would be beneficial

What you’ll be like

• A really good communicator – great at listening, being clear and giving reassurance

• A good number cruncher

• Self-motivated and enthusiastic

• Good at working in a team, and with other teams

• You’ll have real attention to detail

• Able to work under pressure and to tight deadlines

• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes