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- Tasks: Support the Portfolio Management team in managing client portfolios and preparing reports.
- Company: Join a private investment office catering to sophisticated investors and families.
- Benefits: Gain valuable experience in portfolio management with potential for growth.
- Why this job: Be part of a dynamic team shaping investment strategies for high-net-worth clients.
- Qualifications: 4-6 years of experience in finance, ideally in private banking or wealth management.
- Other info: Opportunity to lead client meetings and create bespoke investment portfolios.
The predicted salary is between 43200 - 72000 £ per year.
My client is a private investment office for sophisticated investors including families, individuals and endowments with significant capital who are seeking an Assistant Portfolio Manager to play a key role in constructing and managing multi-asset portfolios within the Portfolio Management team.
Looking to hire someone with between 4-6 years of relevant experience at either a private bank, wealth manager, family office or consultant, the individual will:
- Assist the Portfolio Management team with ongoing management of the client portfolios, including asset allocation, investment selection, performance monitoring, preparing investment recommendation documents and client reports and other associated portfolio management administrative duties.
- Monitor client portfolios to ensure they are consistent with the agreed client investment objectives and restrictions, and consistent with the target asset allocation and investment strategy from the Client Portfolio Committee.
- Participate in client meetings and occasionally new business pitches with the near-term ambition to take on leading the portfolio management element of client meetings.
- Assist the Portfolio Management team with the creation of bespoke portfolios for prospects in line with the model asset allocations and asset class positioning from the Asset Allocation Committee.
Please do apply if the opportunity is of interest.
Associate Portfolio Manager employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Portfolio Manager
✨Tip Number 1
Network with professionals in the private banking and wealth management sectors. Attend industry events or webinars where you can meet people who work in family offices or investment firms, as they might provide insights or even referrals for the Associate Portfolio Manager role.
✨Tip Number 2
Stay updated on market trends and investment strategies relevant to multi-asset portfolios. Being knowledgeable about current economic conditions and asset allocation techniques will help you stand out during interviews and discussions with potential employers.
✨Tip Number 3
Prepare to discuss your experience with performance monitoring and client reporting. Be ready to share specific examples of how you've contributed to portfolio management in previous roles, as this will demonstrate your capability to handle the responsibilities of the position.
✨Tip Number 4
Familiarise yourself with the specific investment philosophies and strategies of the firm you're applying to. Tailoring your conversations and questions during interviews to reflect their approach will show your genuine interest and understanding of their business.
We think you need these skills to ace Associate Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management, asset allocation, and client interaction. Use specific examples from your previous roles that demonstrate your ability to manage multi-asset portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your understanding of the role. Mention your experience in private banking or wealth management and how it aligns with the responsibilities of the Assistant Portfolio Manager position.
Highlight Relevant Skills: Emphasise skills such as performance monitoring, investment selection, and client reporting. Be sure to mention any experience you have with bespoke portfolio creation and how you can contribute to the team’s objectives.
Prepare for Interviews: If selected for an interview, be ready to discuss your previous experiences in detail. Prepare to answer questions about your approach to asset allocation and how you would handle client meetings, showcasing your communication skills and investment knowledge.
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Numbers
As an Associate Portfolio Manager, you'll need to demonstrate a strong understanding of asset allocation and investment performance metrics. Brush up on key financial ratios and portfolio management principles to impress your interviewers.
✨Showcase Relevant Experience
With 4-6 years of experience required, be prepared to discuss specific examples from your past roles in private banks or wealth management. Highlight your contributions to portfolio management and how you've helped clients achieve their investment objectives.
✨Prepare for Client Interactions
Since the role involves participating in client meetings and pitches, practice articulating your investment strategies clearly and confidently. Think about how you would present complex information in a way that resonates with clients.
✨Understand the Firm's Philosophy
Research the firm's investment philosophy and recent portfolio performance. Being able to discuss how your approach aligns with theirs will show that you're genuinely interested in the role and can contribute to their success.
