Assistant Portfolio Manager

Mason Blake Limited
06 Sep 2017
04 Oct 2017
Contract Type
Our client, a well known Wealth Manager is looking to add an assistant portfolio manager to its fund management team in London.

The role:

- Assist with the day to day running of portfolios; ensuring the smooth running of the operational aspects from an investment perspective.
- Regularly checking portfolios for any discrepancies and bringing any findings to the Portfolio Manager's attention.
- Undertake meetings and research into companies and funds, developing an analytical ability to help drive new ideas as part of the investment process.
- Monitoring portfolios to see if they are relative to any new changes following the monthly asset allocation meeting, pointing out any differences to the portfolio manager.
- Liaising with back office and compliance on a regular basis.
- Dealing with basic tax queries that might come through following the 5th April taxation booklet production.

The Candidate:

- At least 2 years experience in a wealth manager in a similar role.
- Degree qualified or equivalent.
- Strong interpersonal and communication skills.
- A keen interest in the funds management industry with a desire to become a portfolio manager.

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.