At a Glance
- Tasks: Support Portfolio Managers in managing client portfolios and building strong relationships.
- Company: Join Cazenove Capital, part of the global investment manager Schroders.
- 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 wealth management and make a real impact on clients' financial goals.
- Qualifications: Strong IT skills, interest in investment management, and excellent communication abilities.
The predicted salary is between 29700 - 36300 £ per year.
Who we’re looking forWe'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. Learning your way around the foundations of investment. Tuning in to clients' needs and keeping Portfolio Managers informed and up to date.About Cazenove CapitalAt 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 companyWe’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.What doesn’t change is our commitment to helping our clients, and society, prosper.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 teamWe 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 doSupport Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trustBe 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 recommendationsHandle administrative duties promptly, including checking clients' transaction statements and monitoring outstanding deals Keep colleagues informed about clients' portfolios, reporting any changes, queries or problemsParticipate 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 DetailsThis 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; 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.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 needExcellent 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. We recognise potential, whoever you areOur 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. 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. 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.
Assistant Portfolio Manager - Real Estate 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 - Real Estate in London
✨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.
✨Connect on Professional Platforms
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.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Schroders. 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 Assistant Portfolio Manager - Real Estate in London
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 Schroders.
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 Schroders'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 Schroders
✨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 Schroders.
✨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 Schroders 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 Schroders 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.
