Jobs
>
London

    Portfolio Manager - London, United Kingdom - Schroders

    Schroders
    Schroders London, United Kingdom

    Found in: Jooble UK O C2 - 4 hours ago

    Default job background
    Description

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

    Who we're looking for at Cazenove Capital
    We're looking for a 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 client service and investment management for our clients.
    We want someone who can work as a part of a team, potentially managing reports and prospecting for new business. You'll be busy, hands-on and can-do.

    What you'll do

    • Manage, either directly or in conjunction with Portfolio Director and/or Associate/Assistant Portfolio Manager, client relationships and individual client portfolios in line with appropriate and agreed Strategic Asset Allocation, benchmarks and restrictions.

    • Fully understand the client's inter-family relationships, individual circumstances, risk profile, investment objectives, specific restrictions and resulting mandates

    • Within each asset class, recommend and action any changes to underlying securities and/or funds in line with appropriate models and funds buy-list

    • Report to the clients in a timely and professional manner

    • Meet with clients regularly and to ensure any action agreed is minuted and implemented

    • React to all client related enquiries in a timely manner and maintain a record of responses

    • Have primary responsibility for new client set-up, sign off and maintenance in a timely fashion (Inc. KYC, ML/DD suitability and restrictions). This to include issuance of the Welcome/Initial Policy Letter

    • Manage and train Assistant Portfolio Managers or Associate Portfolio Managers on the team where applicable and ensure they attend client meetings

    • Undertake regular review of the work of allocated to Administrative Assistant/Client Service Executive and where applicable work with the Assistant Portfolio Manager to ensure that:
    o Mandates are adhered to;
    o Risk profiles are respected;
    o Clients are treated fairly;
    o Suitable revenue from the clients is achieved;

    • Performance dispersion is minimised across client base when mandate/risk profile similar

    • actively market and develop profitable new client relationships both internally and externally

    • Identify and convert new business opportunities in order to achieve your personal New Business target

    •
    • assist others to achieve their New Business aims, either by way of recipient or key contributor to successful new relationships

    •
    • manage and train Assistant or Associate managers on the team where applicable

    The knowledge, experience and qualifications you need

    •
    • Strong understanding of global segregated offering.

    •
    • Controlled Function 30 - Customer function

    •
    • An approved Level 4 or above FSA approved regulatory qualification;

    •
    • The CISI Diploma or equivalent higher level qualification;

    •
    • Must obtain a Statement of Professional Standing on an annual basis.

    •
    • Professional, organised, motivated, self-starter, strong interpersonal and verbal/written communication skills.

    •
    • Demonstrated investment experience

    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

    •
    • Keen on developing others, perhaps even managing people formally

    •
    • 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

    We recognise potential, whoever you are
    Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

    #J-18808-Ljbffr
  • The Francis Crick Institute

    Research Portfolio Manager

    Found in: SonicJobs Direct Apply UK - 2 days ago

    The Francis Crick Institute London, United Kingdom Full time

    Wehave an exciting opportunityavailable for a Research Portfolio Manager to join one of the world's leading research Institutes at a crucial time in its evolution, and play a definitive role in shaping it for the future. You will join us on a full-time, permanent basis, and in re ...

  • Kennedy Pearce Consulting

    Senior Credit Portfolio Manager

    Found in: SonicJobs Direct Apply UK - 2 days ago

    Kennedy Pearce Consulting London, United Kingdom Full time

    International Bank based in the City of London are currently looking for a Senior Credit Portfolio Manager to join them on a Permanent basis. This role offers Hybrid working · Responsibilities of Senior Credit Portfolio Manager: · Take the leading role in formulating credit polic ...

  • Uniper Energy

    Asset Manager/Senior Portfolio Manager

    Found in: Jooble UK O C2 - 3 days ago

    Uniper Energy United Kingdom

    Tab drücken, um zum Link "Weiter zu Inhalt" zu gelangen · Wählen Sie aus, wie oft (in Tagen) Sie eine Benachrichtigung erhalten möchten: · Düsseldorf, DE · Befristet/unbefristet: Unbefristeter Arbeitsvertrag · Arbeitszeit: Full time · Unser Asset Management Team in Düsseldor ...

  • Madison Berkeley

    Portfolio Manager

    Found in: Appcast UK C C2 - 4 days ago

    Madison Berkeley London, United Kingdom

    Madison Berkeley is excited to be working with a global wealth and asset manager who have over £60bn worth of assets across the world with approx. £7bn within the real estate market. They are looking for a Portfolio Manager to join the team. You will be working with operating par ...

  • Hanover

    Portfolio Manager

    Found in: Appcast UK C C2 - 1 day ago

    Hanover London, United Kingdom

    My client is seeking to hire a portfolio manager covering systematic strategies. Primarily this will be across Equities, they would also look at systematic macro. This will be working in the quantitative division or a global hedge fund - ideally, you will have experience running ...

  • Arthur Recruitment

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 2 days ago

    Arthur Recruitment London, United Kingdom

    Job Description · An opportunity to join a dynamic and leading London Market insurance group as a Data Portfolio Manager, working alongside the Chief Data Officer to deliver complex and exciting data initiatives. · You will have the opportunity to impact the organisation's strat ...

  • Arthur Recruitment

    Portfolio Manager

    Found in: Appcast UK C C2 - 5 hours ago

    Arthur Recruitment London, United Kingdom

    An opportunity to join a dynamic and leading London Market insurance group as a Data Portfolio Manager, working alongside the Chief Data Officer to deliver complex and exciting data initiatives. · You will have the opportunity to impact the organisation's strategy and objectives ...

  • Aurum Search Limited

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 4 days ago

    Aurum Search Limited Greater London, United Kingdom

    Job Description · I am working with an industry-leading multi-strategy hedge fund, with a proven track record of consistent returns, who is actively seeking for Portfolio Managers to join their platforms, offering significant GMV allocation and market leading PnL pay-out. · All a ...

  • CW Talent Solutions

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 4 days ago

    CW Talent Solutions London, United Kingdom

    Job Description · Senior Portfolio Manager – Power · London / Europe · Market leading compensation package · (Base, Bonus , Sign-on, Relocation) · Our client, a leading Boutique Hedge Fund, is looking to hire a Portfolio Manager to join their growing team within London / Europ ...

  • Eames Consulting

    Portfolio Manager

    Found in: Appcast UK C C2 - 4 days ago

    Eames Consulting London, United Kingdom

    New role - Portfolio Manager, salary dependent on experience. · If you have a general insurance background, whether in portfolio management pricing, traditional pricing, reserving, capital modelling (or even other areas outside of pure actuarial), enjoy the commercial side of ins ...

  • Madison Berkeley

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 4 days ago

    Madison Berkeley London, United Kingdom

    Job Description · Madison Berkeley is excited to be working with a global wealth and asset manager who have over £60bn worth of assets across the world with approx. £7bn within the real estate market. They are looking for a Portfolio Manager to join the team. You will be working ...

  • Aurum Search Limited

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 4 days ago

    Aurum Search Limited London, United Kingdom

    Job Description · We are working with a leading multi-strategy hedge fund that are seeking to bring onboard a Portfolio Manager to their systematic/fundamental commodities trading arm of the business. · The person will be responsible for overseeing end-to-end trading strategies f ...

  • Austin Andrew Ltd

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 4 days ago

    Austin Andrew Ltd London, United Kingdom

    Job Description · Portfolio Manager – Real Estate - FTC · I'm working closely with a global real estate investment manager to help them find an interim Portfolio Manager to cover parental leave for circa nine months. Starting in May/June. · This role covers a £1.2bn book coverin ...

  • TechNET Digital

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 3 days ago

    TechNET Digital London, United Kingdom

    Job Description · Portfolio Manager · London / Hybrid · Up to £45,000 · Portfolio Manager to join a leading digital marketing agency. In this role, you will be responsible for managing and overseeing various digital marketing projects and campaigns. You will be responsible for ...

  • Legal & General

    Portfolio Manager

    Found in: Appcast UK C C2 - 2 days ago

    Legal & General London, United Kingdom

    The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising t ...

  • SR Investment Partners

    Portfolio Manager/Senior Portfolio Manager

    Found in: Jooble UK O C2 - 3 days ago

    SR Investment Partners London, United Kingdom

    Renowned Global Hedge Fund based in New York is looking for a talented Systematic LongShort Equities Portfolio Manager or External Alpha Contributors who are strong technically and confident risk takers. · FX, Credit, Futures, Bonds, commodities, experience · The candidate will ...

  • Legal & General

    Portfolio Manager

    Found in: One Red Cent EUR eFC C2 - 4 days ago

    Legal & General London, United Kingdom Full time

    Company Description · The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term out ...

  • Hanover

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 3 days ago

    Hanover Greater London, United Kingdom

    Job Description · My client is seeking to hire a portfolio manager covering systematic strategies. Primarily this will be across Equities, they would also look at systematic macro. · This will be working in the quantitative division or a global hedge fund - ideally, you will hav ...

  • Legal & General

    Portfolio Manager

    Found in: Ziprecruiter UK C2 - 1 day ago

    Legal & General London, United Kingdom

    Job Description · The world of investment is changing. Our vision atLegal & General Investment Managementis to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, ...

  • Logan Sinclair

    Portfolio Manager

    Found in: One Red Cent EUR eFC C2 - 52 minutes ago

    Logan Sinclair London, United Kingdom Full time

    Responsibilities: · Responsible for driving investment underwriting and monitoring in private equity, real estate, and agricultural assets · Maintaining manager relationships in private equity, real estate, and agricultural assets · Custody for direct and co-investments in privat ...