Wealth Management Investment Research Analyst/Junior Portfolio Manager

Description

Junior Portfolio Manager

Full-time | London-based investment firm

The Opportunity

A boutique investment management firm is looking to hire a Junior Portfolio Manager to support its discretionary and advisory portfolio management function.

This is a hands-on role offering real exposure across portfolio construction, investment research, risk management, client reporting, and business development. You will work closely with senior investment professionals and gain end-to-end visibility across the investment process, from macro analysis and security selection through to client communication and regulatory support.

The role suits someone technically strong, intellectually curious, and commercially aware, who wants to grow into a fully-fledged portfolio management career rather than sit in a narrow execution role.

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Key Responsibilities

Portfolio Management & Investment Research

• Day-to-day monitoring of discretionary portfolios against benchmarks (e.g. multi-asset models such as 60/40 ACWI/AGG)

• Weekly monitoring of advisory portfolios

• Supporting asset allocation decisions across equities, fixed income, alternatives, and cash

• Risk analysis including Sharpe ratios, CAGR, drawdowns, leverage and margin exposure, FX hedging, and structured strategies

• Security selection across asset classes including corporate bonds, ETFs, mutual funds, and preferred securities

• Yield optimisation and income-focused analysis

• Monitoring macroeconomic and geopolitical developments (central bank policy, tariffs, geopolitical events) and translating these into actionable portfolio insights

• Performance attribution analysis (daily, monthly, quarterly) using detailed Excel-based models

Client Reporting & Communication

• Preparation of monthly client statements and quarterly investment letters

• Production of performance tables and portfolio summaries

• Responding to ad-hoc client requests such as portfolio breakdowns, income projections, and risk metrics

• Supporting the creation of marketing and client-facing materials including factsheets and product presentations

• Drafting professional written communications; bilingual capability is advantageous

Compliance & Regulatory Support

• Assisting with regulatory and FCA-related reporting

• Supporting updates to Business Continuity Plans

• Coordinating with compliance to ensure all marketing materials and communications meet regulatory and internal standards

Operations & Systems

• Managing and maintaining Excel models and macros for portfolio analysis and reporting automation

• Performing account reconciliations and data accuracy checks

• Supporting settlement processes, fiduciary deposits, and corporate actions

• Maintaining internal databases of securities, pricing, and client portfolios

Business Development & Marketing

• Supporting website updates and client-facing content

• Assisting with event materials, presentations, and pitch decks

• Drafting investment commentary and research content for marketing and visibility

• Supporting relationship management with introducers and strategic partners

Administrative & Ad-Hoc Support

• Acting as a liaison between investment, operations, and compliance functions

• Supporting junior team members, interns, or analysts where required

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Skills & Experience

• 1–4 years’ experience within investment management, asset management, or a related financial services environment

• Strong understanding of multi-asset portfolios and financial markets

• Advanced Excel skills; experience with macros and automation highly desirable

• Strong analytical capability with high attention to detail

• Confident written and verbal communicator

• Commercially aware and solutions-oriented

• Comfortable working in a fast-paced, lean environment

• Ability to prioritise, manage deadlines, and work independently