At a Glance
- Tasks: Design and manage bespoke private markets portfolios for institutional clients.
- Company: Join Schroders, a leading global investment manager with a focus on sustainability.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Other info: Dynamic team environment with a commitment to diversity and inclusion.
- Why this job: Make a real impact in investment management while collaborating with top professionals.
- Qualifications: 2-5 years in investment banking or asset management; strong analytical skills required.
The predicted salary is between 36000 - 60000 £ per year.
Schroders Capital Solutions Portfolio Manager
Who we’re looking for
As a Portfolio Manager within Schroders Capital Solutions, you will play a pivotal role in the design, implementation, and ongoing management of bespoke private markets portfolios for our institutional client base. You will report directly to the Head of Portfolio Management and collaborate closely with investment specialists, structuring, risk, and client relationship teams to deliver tailored, high-conviction solutions. The ideal candidate will have at least 2-5 years of experience and will bring a combination of multi-asset public and/or private portfolio management experience. Alternatively, the candidate will have hands-on analytical skills and investment process experience acquired either in investment banking or asset management, with direct experience or deep knowledge of one or more private asset classes, including private equity, infrastructure, private debt, and real estate.
You will initially contribute to and within a few months be responsible for strategic asset allocation, portfolio construction, capital allocation decisions, investment pipeline and portfolio reviews, relative value views, governance, and client reporting and engagement, ensuring funds and mandates are delivered with precision, transparency, and long-term value creation.
About Schroders Group
Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.
Schroders Capital
Schroders Capital is the private markets business of Schroders with £97bn of AUM. We work as a global network of specialised, entrepreneurial teams. We combine a global perspective with local market expertise to serve institutional and private wealth clients. Our offering spans the private markets universe and provides access to unique capabilities across private debt and credit alternatives, real estate equity, private equity, and infrastructure equity. The firm has deep expertise in creating bespoke solutions for institutional clients and is committed to providing scalable capabilities across the spectrum of risk, return and sustainability and impact objectives.
The team
Schroders Capital Solutions is the multi-asset private markets advisory and portfolio management team within Schroders Capital. We specialise in designing and managing bespoke investment solutions for institutional, wealth, and OCIO clients, with responsibility for total portfolio outcomes, dynamic asset allocation, and flexible implementation across the full spectrum of private markets, spanning private equity, infrastructure, private debt and credit alternatives, real estate, and diversifying strategies. The team operates at the intersection of portfolio construction, investment execution, structuring, risk management, and client engagement-delivering high-conviction, outcome-oriented portfolios that meet complex client objectives.
What you’ll do
- Lead or support the design, implementation, capital planning and allocation decisions of multi-asset private markets portfolios
- Engage with clients and advisers on their funds and accounts, communicating investment & portfolio performance, market views, capital planning, allocation decisions, relative value views, etc.
- Develop strategic asset allocations and portfolio construction frameworks using quantitative and qualitative tools, incorporating client objectives, liquidity requirements, risk considerations, and other constraints or preferences
- Work with internal investment teams and external managers to identify and implement investment strategies across asset classes with guidelines that meet the overall portfolio objectives
- Prepare and present investment recommendations to internal committees and client boards
- Support the development of governance frameworks and risk management processes across mandates
- Manage ongoing portfolio oversight, including performance monitoring, attribution, rebalancing, risk and liquidity management, and tactical allocation decisions
- Collaborate with structuring, legal, and operations teams to ensure mandates are implemented efficiently and compliantly
- Contribute to fundraising and investor relations activities, including portfolio reviews and client reporting
- Participate in or contribute towards thought leadership, webinars, and product innovation initiatives within Schroders Capital
The knowledge, experience and qualifications you need
- A minimum of 2-5 years of experience in investment banking or asset management, with exposure to multi-asset liquid strategies, or alternative strategies including private equity, infrastructure, real estate, and private debt and credit.
- A keen interest in portfolio management-preferably with experience in multi-asset liquid strategies and/or private markets-as well as an understanding of portfolio construction principles and risk management.
- Familiarity with concepts of asset allocation, risk modelling, and investment analysis for the purposes of designing, managing, and supporting bespoke investment solutions for institutional and wealth clients
- Understanding of private markets fund structures such as semi-liquids, evergreen SMAs, co-mingled and closed-ended vehicles is beneficial
- Excellent communication skills and confidence in engaging with senior stakeholders and clients
- Strong analytical and problem-solving skills, with intellectual flexibility and comfort in both qualitative and quantitative analysis
- Team player, comfortable working in a collaborative, cross-functional environment, with an ability to multi-task under tight deadlines and a high standard of investment decision making and client delivery
- Knowledge of governance, compliance, and operational considerations in private markets investing
- Bachelor's degree in finance, economics, or related field; advanced degree or CFA preferred
What you’ll be like
- A flexible, adaptable and collaborative team player with a positive and "can do" attitude
- Creative and prepared to think outside the box; willing to take the initiative and to present solutions rather than problems
- Resourceful self-starter who brings an entrepreneurial spirit and sees cross-functional tasks as an opportunity to support colleagues and make an impact
- Thrives under pressure while maintaining a high level of personal and professional integrity
- Clear desire and ambition for success, comfortable making decisions and prepared to make a strong commitment to ensure success
- Able to bridge cultural boundaries and generate confidence and loyalty with colleagues and clients
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.
About Us
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.
Portfolio Manager (Multi Asset) employer: Schroders
Schroders is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation within the investment management sector. With a strong commitment to diversity and inclusion, employees benefit from extensive growth opportunities and the chance to work on bespoke private market portfolios that drive positive change. Located in a global hub, Schroders provides access to a wealth of resources and expertise, ensuring that team members can thrive while contributing to superior long-term investment outcomes for clients.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager (Multi Asset)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out to folks on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also a great cultural match!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple way to show appreciation and keep you fresh in their minds. We suggest mentioning something specific from your conversation to make it personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Portfolio Manager (Multi Asset)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Portfolio Manager role. Highlight your multi-asset portfolio management experience and any relevant analytical skills to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about portfolio management and how your background makes you a great fit for our team at Schroders Capital Solutions.
Showcase Your Analytical Skills:Since this role involves a lot of analytical work, be sure to mention specific examples where you've successfully used quantitative and qualitative tools in your previous roles. We love seeing how you think!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Schroders
✨Know Your Portfolio Inside Out
Before the interview, make sure you can discuss your previous portfolio management experiences in detail. Be ready to explain your decision-making process, how you approached asset allocation, and any challenges you faced. This will show your depth of knowledge and hands-on experience.
✨Brush Up on Market Trends
Stay updated on current market trends, especially in private equity, infrastructure, and real estate. Being able to discuss recent developments or shifts in these sectors will demonstrate your proactive approach and genuine interest in the field.
✨Prepare for Technical Questions
Expect technical questions related to portfolio construction, risk management, and asset allocation strategies. Practise articulating your thought process clearly and concisely, as this will showcase your analytical skills and ability to communicate complex ideas effectively.
✨Engage with Confidence
During the interview, engage confidently with your interviewers. Prepare thoughtful questions about their investment strategies and client engagement processes. This not only shows your enthusiasm but also your understanding of the role and its responsibilities.
