At a Glance
- Tasks: Support Portfolio Managers in managing client portfolios and building strong relationships.
- Company: Join Cazenove Capital, part of the global Schroders group, in wealth management.
- Benefits: Flexible working, professional development support, and potential for career growth.
- Other info: Inclusive culture prioritising diversity and personal development.
- Why this job: Gain hands-on experience in investment management while making a real impact for clients.
- Qualifications: Strong communication skills, interest in wealth management, and excellent IT abilities.
The predicted salary is between 30000 - 40000 £ per year.
- Description
- Who we’re looking for
We're looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group.
Someone who is passionate about delivering excellent client service and investment management for our clients.
We want someone who can work alongside our Portfolio Managers, with the desire and curiosity to learn their job as well as your own.
You'll do it by getting to grips with the analysis, checks and balances that keep our clients' portfolios in great shape.
You'll be busy, hands-on and can-do. Learning your way around the foundations of investment. Tuning in to clients' needs and keeping Portfolio Managers informed and up to date.
About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities.
We are the wealth management business of the FTSE-listed global investment manager Schroders.
We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
About Schroders, our parent company
We’re a global investment manager.
We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents.
And we’ve been around for over 200 years, but keep adapting as society and technology changes.
What doesn’t change is our commitment to helping our clients, and society, prosper.
The base
We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre and we have everything we need to work flexibly.
The team
We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country.
We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services.
We draw on the resources of the Schroders group, as well as having our own in house investment team.
We're open to flexible working, so we can all balance our personal and professional commitments.
- What you’ll do
- 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
- Help with assessing portfolio suitability and performance
- 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
- 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.
- Additional Role Details
- This Assistant Portfolio Manager (APM) position reports directly to the Portfolio Director and you will work closely alongside one Client Service Executive (CSE) within the team.
- The role suits someone who is client-focused, with a genuine interest in investment management and strong relationship-building skills.
- There are no business development (BD) targets; your focus will be entirely on supporting and servicing clients.
- Investment knowledge and an interest in client needs are essential.
- Client contact will primarily be by phone and email, with occasional face-to-face meetings.
- Over time, you will have the opportunity to ‘own’ your own client relationships and develop as a trusted adviser.
- Standard professional career exams are supported as part of your progression.
- Annual in-depth client reviews take place at least once every three years, ensuring high service standards.
- The business is positioned for ongoing organic growth, and this role is a current priority for senior management, offering excellent opportunities for profile building and career development.
- The knowledge, experience and qualifications you need
- 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.
- What you’ll be like
- An excellent 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.
- We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management.
Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose.
This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer.
You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Assistant Portfolio Manager 12 Month FTC (Mat Cover) in London employer: Schroders
Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Portfolio Manager 12 Month FTC (Mat Cover) in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
✨Utilise Temp Agencies Specialised in Finance
Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Schroders.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
✨Stay Active on Job Boards and Company Websites
Keep your eyes peeled on job boards specifically for finance roles. Companies like Schroders might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Assistant Portfolio Manager 12 Month FTC (Mat Cover) in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Schroders will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Schroders. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Schroders confidence in your short-term commitment to the role.
How to prepare for a job interview at Schroders
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Schroders.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Schroders that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
