Assistant Portfolio Manager at Charles Stanley & Co. Ltd. BU
Charles Stanley & Co. Ltd. BU · London, United Kingdom · Onsite
- Professional
- Office in London
Key Responsibilities:
- Assist IMs in managing portfolios for a wide range of discretionary and advisory clients, including individuals, families, trusts, corporates, and charities, tailored to each client’s specific needs.
- Support the implementation and maintenance of investment models, ensuring client portfolios are aligned with team strategies and objectives.
- Conduct regular portfolio reviews to assess ongoing suitability and performance, providing insights and recommendations to IMs.
- Ensure timely and efficient handling of client communications and instructions.
- Execute trades in equities, collectives, and structured products on an execution-only basis or as directed.
- Contribute to the development of investment proposals and schemes for new clients.
- Monitor portfolio outliers and ensure appropriate action or documentation is in place.
- Prepare rationales for client transactions and trades, ensuring transparency and alignment with investment strategy.
- Stay informed on market developments and provide relevant updates to IMs to support effective portfolio management.
- Deliver commentary on economic, market, company, and fund developments to the team, both verbally and in writing.
- Assist in maintaining due diligence documentation for non-central investment solutions.
- Support quarterly client reporting and ensure tax-efficient portfolio management, including ISA and CGT allowance utilisation.
- Provide administrative support to team members as needed.
- Represent the firm at client meetings, presentations, and industry events.
- Adhere to all regulatory requirements and promote a culture of compliance within the team.
- Minimum CISI Level 4 or equivalent benchmark qualification; fully RDR compliant.
- Experience in private client portfolio management, with exposure to investment research, asset allocation, and alternative strategies.
- Strong understanding of financial services, particularly regulatory and compliance frameworks.
- Familiarity with investment processes and techniques; ability to quickly grasp Charles Stanley’s products and services.
- Detail-oriented, reliable, and self-motivated with strong numerical accuracy.
- High level of market awareness and analytical capability.
- Knowledge of FCA Conduct of Business Rules and Money Laundering Regulations.
- Understanding of Treating Customers Fairly (TCF) principles.
- Organised and methodical approach to work.
- Excellent communication and interpersonal skills; articulate and diplomatic.
- Strong problem-solving abilities and business-focused mindset.
- Resilient under pressure with the ability to manage multiple priorities effectively.
- Committed to the firm’s “client first” ethos and upholding the highest standards of integrity.
- Proficient in MS Office (especially Excel) and financial data platforms.
