Assistant Portfolio Manager
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Who we're looking for at Cazenove Capital
We're looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent investment management for our clients.
We want someone to work in our Portfolio Management Team, with the desire and curiosity to learn their job as well as your own. You'll do it by getting to grips with the analysis, checks and balances that keep our clients' portfolios in great shape.
You'll be busy, hands-on and can-do. Learning your way around the foundations of investment.
What you'll do
• Be part of a Portfolio Management Team that carries out trades in client portfolios in line with instructions and investment recommendations, including large scale bookbuilds
• Support Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes, our rules and the regulations
• Ensure portfolios are managed efficiently, including the utilisation of capital gains tax allowances and ISA subscriptions
• Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects
• Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds
• Handle administrative duties promptly, including checking clients' transaction statements and monitoring outstanding deals
• Keep colleagues informed about clients' portfolios, reporting any changes, queries or problems
• Combine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries
• Maintain and update your knowledge through continual professional development (CPD)
• Be supported in seeking to achieve professional qualifications (RDR level 7), such as CISI Level 7 Chartered Wealth Manager qualification, which includes 10 days of study leave and sponsored courses
• Embody the core Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.
The knowledge, experience and qualifications you need
• Excellent IT skills, especially with the Microsoft Office suite
• A keen interest in the wealth management industry
• An interest in global financial news and markets
• Excellent communication skills and an ability to multi-task
What you'll be like
• A really good communicator - great at listening, being clear and giving reassurance
• A good number cruncher
• Self-motivated and enthusiastic
• Good at working in a team, and with other teams
• You'll have real attention to detail
• Able to work under pressure and to tight deadlines
• Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes