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About the Role
The Assistant Portfolio Manager supports Portfolio Managers in constructing, implementing, and overseeing client portfolios, ensuring alignment with mandates and the firm's investment frameworks. This role offers a development path towards becoming a Portfolio Manager.
Responsibilities
- Ensure portfolios align with client mandates, suitability requirements, and investment objectives.
- Monitor portfolios against the Centralised Investment Proposition, asset-allocation guidance, BITA limits, and tolerances.
- Support the implementation of asset-allocation and security changes across client portfolios.
- Undertake portfolio analysis, including performance, risk, attribution, and composition.
- Contribute to investment and sector research, manager monitoring, and recommendation preparation.
- Uphold Treating Customers Fairly (TCF) and COBS standards.
- Proactively identify, escalate, and manage risks.
- Maintain appropriate Continuing Professional Development (CPD) and regulatory competence.
- Adhere to FCA Conduct Rules in all actions.
Requirements
- High level of accuracy and attention to detail.
- Ability to prioritize effectively and work accurately under time pressure.
- Level 4 investment qualification or demonstrable progress towards one.
- Relevant experience in investment management, wealth management, or a related financial-services environment.
- Good understanding of investment markets, asset allocation, portfolio construction, and investment products.
- Understanding of private-client investment propositions and the importance of suitability and client mandate requirements.
- Awareness of the regulatory framework for investment management.
- Strong analytical skills to interpret complex investment and portfolio information.
- Collaborative approach and willingness to take ownership.
- Experience with portfolio monitoring, risk analysis, performance attribution, or investment research.
- Experience working with a Centralised Investment Proposition.
Skills
- Investment management
- Wealth management
- Financial services
- Investment markets
- Asset allocation
- Portfolio construction
- Investment products
- Private-client investment propositions
- Regulatory framework
- Analytical skills
- Portfolio analysis
- Risk analysis
- Performance attribution
- Investment research
Location
- UK
Work Type
- Hybrid
- Full-time
Experience Level
- Assistant
Education Level
- Level 4 investment qualification
About the Company
- Brooks Macdonald Group plc is a leading UK wealth management firm.
- Recognized for investment performance and client service.
- Offers multi-asset investment services to intermediaries and financial planning advice to private clients.
- Has a strong local presence across the UK.
- Offers fulfilling careers in an inclusive culture that values diversity, ambition, and rewards high performance.
- Values: We do the right thing, we are connected, we care, we make a difference.
Equal Opportunity
- Committed to promoting equal employment opportunities.
- Positively encourages applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.