Assistant Portfolio Manager
UK Visa Sponsorship Analytics
Occupation Type
Business and financial project management professionals
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£56,500
(£28.97 per hour)
Occupation rate applies
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Description
Assistant Portfolio Manager
My client is a multi-award-winning, technology-driven discretionary fund manager that delivers evidence-based passive investment portfolios for financial advisers
About the Role
As an Assistant Portfolio Manager you will:
- Join their trading team, assisting with the instruction and verification of fund trades through our order management system
- Support the ongoing management of their portfolios across a range of data systems and industry software
- Develop a deep understanding of their investment offering in order to support our clients (financial advisers)
- Respond to ad-hoc qualitative and quantitative queries from financial advisers regarding portfolio performance and broader macroeconomic trends
- Prepare portfolio comparison reports for clients, analysing performance, exposures, and risk across various investment solutions
- Support the fund investment research process, including producing research reports and participating in meetings with fund managers
- Produce written content on markets, investment performance, and other topics relevant to financial advisers, including contributions to monthly, quarterly, and annual investment commentaries
Candidate Profile
The ideal candidate will:
- Demonstrate a strong interest in investment theory, financial markets, macroeconomics, and technology.
- Ideally hold a degree in a relevant field such as finance, economics, or investment management.
- Be confident and articulate, with strong written and verbal communication skills.
- Be highly numerate, with strong analytical capabilities.
- Be proficient in Excel, with experience analysing financial data.
- Possess coding skills, including intermediate to advanced knowledge of Python.
- Show an interest in developments in Artificial Intelligence, including familiarity with large language models such as ChatGPT, Gemini, and Claude
.Demonstrate the ability to prioritise and manage multiple projects effectively. Be motivated to study for the CFA UK Investment Management Certificate (IMC) and the Chartered Financial Analyst (CFA) qualification (study support will be provided). Have strong writing skills, with the ability to produce market commentary and research notes. Demonstrate a proactive, problem-solving mindset with a willingness to take ownership and responsibility for tasks and projects.
Key Responsibilities
Responsibilities will include:
- Supporting clients (financial advisers) by providing insights into portfolio exposures, performance, and asset allocations.
- Collecting, curating, and communicating information on their portfolios in response to client queries.
- Maintaining data integration with third parties, including building investment models within analytical tools and supplying required portfolio data.
- Preparing investment data packs and analytical materials for internal meetings.
- Supporting the management and maintenance of portfolio data across both their internal systems and third-party platforms.