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For Companies At a Glance
- Tasks: Support portfolio management, asset allocation, and client meetings while ensuring data accuracy.
- Company: Join a dynamic investment firm focused on innovative strategies and client success.
- Benefits: Enjoy competitive pay, professional development opportunities, and a collaborative work environment.
- Why this job: Be part of a team that shapes investment strategies and makes a real impact on clients' financial futures.
- Qualifications: 3-7 years in portfolio management, strong communication skills, and a finance-related degree preferred.
- Other info: Ideal for those pursuing CFA or similar qualifications with a passion for finance.
The predicted salary is between 42000 - 84000 £ per year.
Duties:
- Support day-to-day portfolio management, including portfolio construction, asset allocation, investment selection, and reporting.
- Ensure portfolios remain aligned with client objectives and internal investment strategies.
- Assist with managing cash flows and liquidity across portfolios.
- Maintain portfolio management systems and ensure data accuracy.
- Join client meetings and participate in pitches and portfolio discussions.
- Monitor and execute trades in line with client requirements.
- Provide investment research and due diligence on multi-asset strategies.
- Assist in designing bespoke portfolios for prospects based on model allocations.
- Take part in team initiatives and represent the team in wider business projects.
Requirements:
- 3–7 years of experience in a junior or assistant portfolio management role.
- Broad asset class coverage (Equities experience essential).
- Fund research experience.
- Solid academic background, ideally in finance, economics, or a related field.
- Progression towards CFA designation or other relevant investment qualifications preferred.
- Client-facing experience, with the ability to build strong relationships.
- Excellent verbal and written communication skills.
Portfolio Manager employer: William Rose Associates
Contact Detail:
William Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Manager
✨Tip Number 1
Make sure to network with professionals in the finance and investment sectors. Attend industry events, webinars, or local meetups where you can connect with portfolio managers and learn about their experiences. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on market trends and asset classes, especially equities, as this knowledge will be crucial during interviews. Follow financial news, subscribe to relevant publications, and engage in discussions on platforms like LinkedIn to demonstrate your passion and expertise.
✨Tip Number 3
Prepare to discuss your experience with portfolio management systems and data accuracy. Be ready to share specific examples of how you've maintained or improved these systems in previous roles, as this will show your technical competence and attention to detail.
✨Tip Number 4
Practice your communication skills, both verbal and written. Since client-facing experience is essential, consider role-playing scenarios where you present investment strategies or portfolio updates. This will help you convey complex information clearly and confidently during interviews.
We think you need these skills to ace Portfolio Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in portfolio management, particularly focusing on asset allocation and investment selection. Include specific examples of your work with equities and any fund research you've conducted.
Craft a Compelling Cover Letter: In your cover letter, emphasise your client-facing experience and ability to build strong relationships. Mention your progress towards CFA designation and how it aligns with the role's requirements.
Showcase Communication Skills: Since excellent verbal and written communication skills are essential, consider including a brief example in your application that demonstrates your ability to communicate complex investment strategies clearly and effectively.
Highlight Team Collaboration: Mention any previous experiences where you participated in team initiatives or represented your team in wider business projects. This will show your ability to work collaboratively, which is important for this role.
How to prepare for a job interview at William Rose Associates
✨Showcase Your Experience
Be prepared to discuss your previous roles in portfolio management, especially any experience with equities. Highlight specific examples of how you've contributed to portfolio construction and asset allocation.
✨Demonstrate Client-Facing Skills
Since the role involves client meetings, be ready to share experiences where you've successfully built relationships with clients. Discuss how you handle client queries and ensure their objectives are met.
✨Highlight Your Analytical Skills
Prepare to talk about your investment research and due diligence processes. Be specific about the tools and methodologies you use to analyse multi-asset strategies and how they align with client needs.
✨Communicate Clearly
Excellent verbal and written communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts or portfolio strategies.
