Are you ready to support investment managers in delivering exceptional portfolio management services to our valued clients? We are seeking a talented individual to join our team in the role of Portfolio Management Assistant. As a crucial support to our investment managers, you will play a vital role in ensuring the highest standards of service and achieving the best outcomes for our clients. Key Responsibilities: Collaborate with investment managers to manage portfolios for a wide range of clients, tailoring strategies to meet individual needs. Support the implementation and maintenance of investment models, ensuring alignment with client objectives. Conduct regular reviews of client portfolios to ensure ongoing suitability of investments. Facilitate prompt and efficient client communications and action any necessary tasks. Contribute to the creation of investment proposals and schemes for new clients. Monitor and address outliers in client portfolios, providing explanations as needed. Provide rationales for transactions and trades on client accounts. Stay informed about market developments and share key information with the team to optimize investment decisions. Deliver regular commentary on economic, market, and fund updates to team members. Assist in maintaining due diligence documentation for investment solutions. Support quarterly reporting to clients and maximize the utilization of tax allowances. Provide administrative support as required and represent our firm at events and meetings. Qualifications & Experience: Fully RDR compliant, ideally with or working towards CISI Level 4 or equivalent. Experience in portfolio management for private clients, with exposure to investment research and asset allocation. Strong understanding of financial services organizations and regulatory requirements. Skills & Attributes: Independent, reliable, and highly motivated with meticulous attention to detail. Excellent interpersonal and communication skills, both verbal and written. Ability to operate with a business-focused approach and maintain personal integrity. Proficient in MS Office, especially Excel, and financial data systems. Resilient and able to thrive in a fast-paced environment. Dedicated to prioritizing client needs and delivering outstanding service.