Junior Portfolio Manager - London

atomos

London, United Kingdom
Not specified; benefits: competitive pension schem...
On-site
3+ years wealth management experience
Investment management certificate (imc)
Strong excel skills including pivot tables
This role is designed for a Senior Assistant or Associate Portfolio Manager ready to transition into managing lower complexity client portfolios

Job Summary

  • This role is designed for a Senior Assistant or Associate Portfolio Manager ready to transition into managing lower complexity client portfolios.
  • You will work alongside an experienced senior portfolio manager to strengthen relationships with clients and Financial Planners in the London office.
  • The company offers a competitive pension scheme with a 6% employer contribution, private medical insurance, and a Work From Anywhere policy.

Matching Summary

This role is designed for a Senior Assistant or Associate Portfolio Manager ready to transition into managing lower complexity client portfolios.

Salary

Not specified; Benefits: Competitive Pension Scheme (6% employer); Holiday: 26 days plus bank holidays

Skills & Requirements

Must-have

  • 3+ years wealth management experience
  • Investment Management Certificate (IMC)
  • Strong Excel skills including Pivot tables
  • Client portfolio management responsibilities
  • Relationship building with Financial Planners

Nice-to-have

  • Progressing through CISI Level 6 Diploma
  • Proactive problem-solving approach
  • Ability to work under pressure
  • High attention to detail
  • Commitment to integrity and collaboration

Key Requirements

  • 3+ years experience in wealth management
  • Completed Investment Management Certificate (IMC)
  • Progressing through CISI Level 6 Diploma
  • Strong proficiency in Excel functions

Work Rights

Not specified

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