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About the Role
The Portfolio Manager is responsible for constructing, implementing, and managing discretionary investment portfolios in line with client objectives, risk profiles, and regulatory requirements. This role combines investment expertise, portfolio construction, client stewardship, and risk management to deliver strong client outcomes while supporting the firm's investment strategy and governance framework. The individual will also work closely with other team members to ensure consistency of investment implementation, governance standards, and operating model across the wider Portfolio Management function.
Responsibilities
- Manage discretionary portfolios in accordance with agreed mandates, investment objectives, and risk parameters.
- Construct and maintain portfolios aligned to strategic and tactical asset allocation decisions.
- Undertake security, fund, and investment vehicle selection in line with approved investment processes.
- Monitor performance, risk exposures, and portfolio alignment on an ongoing basis.
- Ensure portfolios remain aligned with client objectives, investment mandates, and regulatory expectations.
- Maintain a strong understanding of global markets, economic developments, and investment opportunities.
- Contribute to investment discussions, research initiatives, and portfolio strategy development.
- Provide insights on asset allocation, fund selection, and market trends to colleagues and clients where appropriate.
- Proactively identify, escalate, and manage risks.
- Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules.
Requirements
- Strong understanding of portfolio construction, asset allocation, and investment markets.
- Experience managing discretionary investment portfolios.
- Excellent analytical and decision-making skills.
- Strong communication and relationship-management abilities.
- Ability to balance investment judgement with risk and governance requirements.
- Progress towards or completion of relevant professional qualifications (e.g. CFA, CISI Level 6/7 or equivalent).
Work Type
- Flexible working
- Hybrid (3 days in office)
About the Company
- Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service.
- We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
- We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.
- Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do: we do the right thing, we are connected, we care, we make a difference.
- We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.
Equal Opportunity
- We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.