Portfolio Manager

Role Overview

• Build, manage and monitor investment portfolios, contributing to asset allocation decisions
• Generate investment ideas, supported by research and analysis
• Present to client investment committees, providing clear updates on markets, performance and strategy
• Support client relationships, responding to queries and attending regular review meetings
• Collaborate with internal research teams (including Titan Square Mile) on fund selection and optimisation
• Contribute to market commentary, presentations and client communications
• Support broader reporting and governance processes across the investment function

Requirements

• 3–6 years’ experience in portfolio management, fund research, or asset management
• Strong understanding of portfolio construction, risk and asset classes
• Experience analysing and selecting funds
• Confident presenting and communicating investment views to clients
• Highly analytical, with strong Excel/modelling capability
• Knowledge of tools such as Morningstar, Bloomberg or FE Analytics is beneficial
• IMC qualified, with CFA (or studying towards) preferred

Benefits

• A growing, forward-thinking investment platform
• Direct exposure to portfolio strategy and client relationships
• A collaborative, no-ego team environment
• Clear development and progression opportunities