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- Tasks: Lead multi-asset portfolio management and influence investment decisions for ultra-high-net-worth families.
- Company: Partner-owned private investment office with a focus on independence and growth.
- Benefits: Highly competitive compensation, long-term equity participation, and a clear path to ownership.
- Why this job: Shape the investment platform and work closely with senior stakeholders in a dynamic environment.
- Qualifications: Proven experience in managing multi-asset portfolios for sophisticated clients.
- Other info: Confidential applications welcomed; ideal for experienced investors seeking influence and alignment.
The predicted salary is between 72000 - 108000 £ per year.
We are supporting a partner-owned private investment office in the hire of a Senior Portfolio Manager to join its core investment team. This is a senior, hands-on role working closely with the CIO, with real influence over portfolio construction, manager selection and investment decision-making for ultra-high-net-worth families.
The role includes:
- Multi-asset portfolio construction and oversight
- Third-party manager research across public and private markets
- Input into asset allocation, risk management and governance
- Engagement with sophisticated clients and senior stakeholders
The environment:
- Genuinely independent, no product bias
- Clear path to equity for high performers
- Opportunity to shape the investment platform as the firm grows
Location: London
Experience: Demonstrable experience running or materially influencing multi-asset portfolios for sophisticated clients
Structure: Permanent, full-time; working directly with the CIO and partners
Compensation: Highly competitive, with long-term equity participation
This opportunity suits an experienced investor seeking ownership, influence and long-term alignment within a high-quality family office setting. Confidential applications and discreet conversations welcomed.
Senior Portfolio Manager employer: Stephenson Executive Search
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who might know someone at the firm. A warm introduction can make all the difference when you're aiming for that Senior Portfolio Manager role.
✨Tip Number 2
Prepare for the interview by brushing up on your portfolio management skills. Be ready to discuss your experience with multi-asset portfolios and how you've influenced investment decisions in the past. We want you to shine!
✨Tip Number 3
Showcase your understanding of the firm's values and investment philosophy. Research their approach to asset allocation and risk management, and be prepared to share your insights on how you can contribute to their growth.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Senior Portfolio Manager role. Highlight your experience in multi-asset portfolio construction and any relevant achievements that showcase your influence over investment decision-making.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with sophisticated clients and how you can contribute to the firm's growth and investment platform.
Showcase Your Analytical Skills: In your application, emphasise your analytical abilities and experience with third-party manager research. We want to see how you've successfully navigated public and private markets in the past, so don’t hold back!
Apply Through Our Website: We encourage you to apply directly through our website. This ensures your application gets to the right people quickly and shows us you're serious about joining our team. Plus, it’s super easy!
How to prepare for a job interview at Stephenson Executive Search
✨Know Your Portfolio Inside Out
Before the interview, make sure you can discuss your previous multi-asset portfolio experiences in detail. Be ready to explain your decision-making process, how you approached manager selection, and any specific outcomes that demonstrate your impact.
✨Engage with Real Scenarios
Prepare to discuss real-life scenarios where you've had to manage risk or allocate assets. Think about challenges you've faced and how you navigated them. This will show your problem-solving skills and ability to think on your feet.
✨Understand the Firm's Philosophy
Research the partner-owned private investment office thoroughly. Understand their investment philosophy, client base, and any recent news. This knowledge will help you tailor your responses and show that you're genuinely interested in contributing to their growth.
✨Build Rapport with Stakeholders
Since you'll be engaging with sophisticated clients and senior stakeholders, practice your communication skills. Be prepared to discuss how you would approach building relationships and trust with ultra-high-net-worth families, as this is crucial for success in the role.
