Associate Portfolio Manager - Manchester Manchester, England
Job description
Who we're looking for
We're looking for an Associate Portfolio Manager who gets a buzz out of making sure our portfolios deliver what we promise to our clients. The team is growing and we would be very open to consider someone with more experience.
Assisting Portfolio Directors with managing day to day client portfolios and relationships, with the intention to develop the skills necessary to progress to a Portfolio Manager role.
About Schroders
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're part of Cazenove Capital, the Schroders team that manages wealth for our clients – individuals, family groups and charities.
We're often the first part of the business that new clients get to know. So we build strong relationships with them and provide the best possible experience. And we work closely together to make this happen, swapping ideas and sharing information.
We're open to flexible working, so we can all balance our personal and professional commitments.
What you'll do
Client Relationships
- Understand the client's individual circumstances, risk profile, investment objectives, specific restrictions and resulting mandates
- Attend client meetings; write comprehensive Minutes and respond to outstanding actions efficiently and accurately
- Meet clients outside the formal meeting cycle in order to keep up-to-date with their evolving circumstances and through building a personal association become a trusted contact
Client Management
- Help manage clients' portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions
- Within each asset class, recommend and suggest suitable investment ideas, consistent with underlying securities and/or funds in line with appropriate models and buy-lists
- Ensure investment mandate changes are captured, recorded and implemented.
- Monitor income levels for clients with specific targets.
- Report to clients in a timely manner and contribute with ideas for content
- Maintain client data so that it is current
- Become involved with projects to enhance the client experience
- Develop an understanding of the full range of services offered by Cazenove and their appropriateness for individual clients' portfolios
- Contribute to business development through editing and tailoring RFPs
- Oversee the setting up of new accounts to capture client wishes and instructions correctly
- suggest and implement efficient working practices
The knowledge, experience and qualifications you need
- Hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification
- Level 7 CISI Masters in Wealth Management or equivalent FCA approved qualification
- Intermediate level in Microsoft Word, Excel and PowerPoint
- A keen interest of the Fund Management industry and the Charity Sector
- Demonstrable interest in investment across asset classes and financial instruments
- Able to demonstrate and evidence Continued Professional Development
The knowledge, experience and qualifications that will help (but not essential)
- Experience in dealing, settlement and operational support functions;
- Good familiarity with the in-house systems necessary to fulfil the above functions;
- Familiarity with data sources
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
- A real attention to detail
- Able to work under pressure and with tight deadlines
- Flexible, curious and willing to learn
We're looking for the best, whoever they are
Schroders is an equal opportunities employer. You're welcome here whatever your background, race, sex, gender, sexual orientation, religious belief, age or disability.
