Associate Portfolio Management
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Job Summary
What will you be doing
Were seeking a talented individual to join our Portfolio Management team in London delivering the firms asset allocation views in a client tailored way to a large and varied group of clients. Working within the Scottish Portfolio Management team to deliver an excellent level of service to the regions Investment Managers and the clients of the firm. You will have hi-exposure and work in partnership with the Investment Managers within the region.
As Associate Portfolio Management your responsibilities will include among others:-
- The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation risk budgets and portfolio construction
- To input into the Scottish Portfolio Management teams investment process and investment selection for target portfolios
- To work in partnership with the Investment Managers within the region to increase their confidence in the team and as a result increase the funds under management of the team
Qualifications :
Skills & Experience
To be successful in this role you should:-
- Possess a confident professional and pragmatic approach to all duties
- Excellent written verbal and interpersonal skills and IT literate
- Ability to work within a team
- Positive/flexible attitude and a willingness to learn
- Initiative - use judgement and reasoning in order to propose solutions to problems
- A quick thinker who can adapt to changing work demands
- Attention to detail
Professional Qualifications and Education
- CISI Level 4 qualification and completed or working towards a level 7 qualification
- Experience and knowledge of investments and the management of client portfolios
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trus ... View more
