- Implement investment decisions across an existing book of multi-asset portfolios, taking capital gains tax and specific client requirements into account.
- Monitor portfolios on an ongoing basis to ensure they comply with restrictions.
- Invest cash additions and place sales when required.
- Incept and monitor trades, liaising with our in-house dealing team when required.
- Attend performance review meetings with clients when required.
- Provide commentary on portfolio holdings and market conditions when required.
- Placing fund trades under supervision from a portfolio manager initially and eventually fully independently.
- Only candidates that hold the CISI Regulations Paper will be considered.
- 3+ years' previous experience of working in a portfolio assistant or portfolio specialist role at a wealth / investment manager or financial adviser.
- Holder of CISI Level 3 Regulations Paper and further CISI / IMC exams (required).
- Experience of managing portfolios including raising cash and portfolio reviews.
- Experience of trade execution process.
- As we work in financial markets, the ability to carry out tasks quickly with high attention to detail is crucial.
- Ability to work under pressure and prioritise quickly with good decision-making capabilities.
- Excellent communication skills both written and verbal, ability to organise and influence people outside of the team.
- Only candidates proficient in Excel will be considered.
- Experience of using any trade execution software such as IMiX.
- Experience of using Morningstar Direct / Bloomberg.
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Assistant Portfolio Manager - Greater London - Killik & Co

3 days ago
Description
Location: London - various locations
Salary: Competitive salary plus a generous benefits package
Application Deadline: Tuesday, March 31, 2026
Job Summary: We are seeking an ambitious individual to join a Portfolio Management team in Mayfair providing investment management to a variety of clients. This role will support the day-to-day management of portfolios, ensuring they remain aligned with agreed investment objectives, liquidity needs and any operational requirements. This role would be well-suited to someone who has experience of managing portfolios with limited supervision.
Key Accountabilities
Portfolio Management
Incepting Trades
Key Competencies
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Portfolio Manager
Full time Only for registered members London
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Portfolio Manager
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Portfolio Manager
Only for registered members London
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Portfolio Manager
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Portfolio Manager
Only for registered members London
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Portfolio Manager
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Portfolio Manager
Only for registered members London
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Portfolio Manager
Only for registered members London
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Portfolio Manager
Only for registered members London, ENG, United Kingdom
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Portfolio Manager
Only for registered members London
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Portfolio Manager
Only for registered members London
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Portfolio Manager
Only for registered members London
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Portfolio Manager
Only for registered members London
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Portfolio Manager
Only for registered members London
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Portfolio Manager
Only for registered members London, England
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Portfolio Manager
Only for registered members London
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Portfolio Manager
Only for registered members London, England
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Portfolio Manager
Only for registered members London, England
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Portfolio Manager
Employee Only for registered members London
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Portfolio Manager
Only for registered members London Area
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Portfolio Manager
Only for registered members London