Assistant Portfolio Manager , IAD , Wealth Management - JJ Search

The Company:

Our client is an independent, international financial services boutique,

The Role:

The Assistant Portfolio Manager will be working alongside a Senior Client Partner, focusing on implementing the investment decisions in our portfolio management system as well as assisting on some daily ad-hoc administrative tasks.

The Assistant Portfolio Manager will assist the Portfolio Manager in executing trades and monitoring settlement. Prepare investment presentations and client proposals.Contribute to investment research, including fund manager meetings and ad-hoc reports. Production of client portfolio performance data and analysis.Production of monthly and quarterly client reporting

The Assistant Portfolio Manager will respond to ad-hoc client queries. Assist in keeping clients’ files up to date. Taking minutes of internal and external meetings

The Assistant Portfolio Manager will participate in project work both in an administrative and operational capacity. Meet our Compliance department requirement (including client on-boarding). Production of quarterly client invoices

The Candidate

Minimum 2-year relevant work experience, with investment support or portfolio trading experience

Minimum Level 4 Investment Management Qualification – essential – IOC or IAD

Degree in Finance, Economics, Business Management, or related field

Analytical skills, Finance knowledge, and Portfolio Management experience

Investment-related skills

Ability to use AI tools