Assistant Portfolio Manager

Huntsrecruitment; City of Edinburgh; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in Edinburgh is seeking an Assistant Portfolio Manager for their Wealth Management division. The ideal candidate will deliver excellent client service and support Portfolio Managers in managing investments. Responsibilities include preparing client materials, participating in meetings, and managing administrative tasks. Strong IT and communication skills are essential for success in this role, with support for professional qualifications provided.

Benefits

Support for professional qualifications

Flexible working arrangements

Qualifications

• Interest in global financial news and markets is a plus.
• Ability to work under pressure and meet tight deadlines is essential.
• Attention to detail and self-motivation are required.

Responsibilities

• Support Portfolio Managers to manage clients' portfolios and develop trust.
• Be a point of contact for clients and maintain timely responses.
• Prepare client material including meeting packs and reports.
• Participate in external fund manager meetings and internal investment meetings.

Skills

Excellent IT skills

Keen interest in wealth management

Communication skills

Ability to multi-task

Tools

Microsoft Office

Job description

Full job description

Who we’re looking for
We’re looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients.
We want someone who can work alongside our Portfolio Managers, with the desire and curiosity to learn their job as well as your own. You’ll do it by getting to grips with the analysis, checks and balances that keep our clients’ portfolios in great shape.
You’ll be busy, hands-on and can-do. Learning your way around the foundations of investment. Tuning in to clients’ needs. And keeping Portfolio Managers informed and up to date.

About Cazenove Capital

At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

About Schroders, our parent company

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.

The team

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We’re open to flexible working, so we can all balance our personal and professional commitments.

What you’ll do

• Support Portfolio Managers and Directors to manage clients’ portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust
• Be a point of contact for clients, react to all enquires in a timely manner and maintain a record of responses
• Help to plan, organise and attend client meetings
• Take responsibility for preparing client material including meeting packs and reports
• Help to manage our account opening process for new clients and additional portfolios for existing clients
• Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects
• Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds
• Help with assessing portfolio suitability and performance and prepare investment proposals
• Carry out trades in client portfolios in line with instructions and investment recommendations
• Handle administrative duties promptly, including checking clients’ transaction statements and monitoring outstanding deals
• Keep colleagues informed about clients’ portfolios, reporting any changes, queries or problems
• Combine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries
• Participate in our industry leading, in-house presentation programme
• Maintain and update your knowledge through continual professional development (CPD)
• Be supported in seeking to achieve professional qualifications (RDR level 7), such as CISI Level 7 Chartered Wealth Manager qualification, which includes 10 days of study leave and sponsored courses
• Embody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.

The knowledge, experience and qualifications you need

• Excellent IT skills, especially with the Microsoft Office suite
• A keen interest in the wealth management industry
• An interest in global financial news and markets
• Excellent communication skills and an ability to multi-task

What you’ll be like

• A really good communicator – great at listening, being clear and giving reassurance
• A good number cruncher
• Self-motivated and enthusiastic
• Good at working in a team, and with other teams
• You’ll have real attention to detail
• Able to work under pressure and to tight deadlines
• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes

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.