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Portfolio Manager, newcastle-upon-tyne, tyne and wear
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Client:
William Rose Associates
Location:
newcastle-upon-tyne, tyne and wear, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
1
Posted:
04.06.2025
Expiry Date:
19.07.2025
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Job Description:
Duties:
* Support day-to-day portfolio management, including portfolio construction, asset allocation, investment selection, and reporting.
* Ensure portfolios remain aligned with client objectives and internal investment strategies.
* Assist with managing cash flows and liquidity across portfolios.
* Maintain portfolio management systems and ensure data accuracy.
* Join client meetings and participate in pitches and portfolio discussions.
* Monitor and execute trades in line with client requirements.
* Provide with investment research and due diligence on multi asset strategies.
* Assist in designing bespoke portfolios for prospects based on model allocations.
* Take part in team initiatives and represent the team in wider business projects.
Requirements:
* 3–7 years of experience in a junior or assistant portfolio management role
* Solid academic background, ideally in finance, economics, or a related field
* Progression towards CFA designation or other relevant investment qualifications preferred
* Client facing experience, with the ability to build strong relationships
* Excellent verbal and written communication skills
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