Charles Stanley

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Portfolio Manager

Salary

30 - 45 GBP

Min Experience

3 years

Location

Birmingham, England, United Kingdom

JobType

full-time

About the job

Info This job is sourced from a job board

About the role

Job Description

Job Purpose:

To provide portfolio management services to investment managers (IMs) and clients, in line with the Company’s business objectives.

Key Areas Of Responsibility

  • Assist IMs with portfolio management for a broad array of discretionary and advisory clients - individuals, families, trusts, corporate and charities - subject to the specific needs of each client.
  • Assist with the construction, implementation and maintenance of investment models ensuring that client portfolios are aligned and managed against them, taking input from the central Research team.
  • Conduct regular reviews of client portfolios for the ongoing suitability of investments.
  • Assist IMs in ensuring all client communications are actioned promptly and efficiently.
  • Deal for clients in stocks, shares, collectives and structured products on an execution-only basis or as instructed.
  • Create schemes of investments for new clients and produce investment proposals.
  • Monitor outliers and ensure that each outlier is dealt with or marked with an explanation.
  • Play an active role in the development of investment strategies in coordination with other portfolio managers across the Company.
  • Put together rationales for transactions / trades on client accounts.
  • Keep abreast of market developments and act as a conduit to provide IMs with key information in order to enable investment portfolios to be managed in such a way as to ensure best client outcomes.
  • Provide regular commentary on economic, market, company and fund updates to team members, both verbally and in writing.
  • Assist IMs in maintaining due diligence documentation for any investment solutions not on the central preferred list
  • Assist with quarterly reporting to clients.
  • Ensure clients’ ISA and Capital Gains Tax allowances are utilised.
  • Assist support staff with administration where necessary.
  • Represent Charles Stanley at events, presentations, meetings etc. as required.
  • Work with IMs and internal business development specialists to develop professional connections and new business opportunities.
  • Personal compliance with all regulatory issues and promotion of a compliance culture throughout the office.

Qualifications & Experience

  • Fully RDR compliant with minimum CISI Level 6 qualification, or equivalent.
  • Experience in portfolio management for private clients including investment research, balanced portfolio management, asset allocation and alternative investment strategies.

Knowledge & Skills

  • Strong working knowledge of financial services organisations with a particular focus on relevant regulatory and compliance requirements.
  • Knowledge of investment processes and techniques with the ability to quickly become conversant with the Company’s products and services.
  • Comply with the Company’s Training and Competence Scheme.
  • Comply with the Company’s Investment Management Practice Manual.
  • General financial planning awareness.
  • High level and broad market awareness.
  • Knowledge of the FCA Conduct of Business Rules and Money Laundering Regulations 1993.
  • Full understanding of TCF.
  • Operate a methodical and organised approach to work.
  • Excellent interpersonal and communication skills.
  • Articulate and diplomatic at all times.
  • Possess strong negotiation skills, resilience and be able to challenge and contribute effectively.
  • Operate with a business-focused approach.
  • Strong attention to detail particularly when providing written information.
  • Resilient and calm under pressure.
  • Ability to juggle priorities, multi-task and execute work at speed.
  • Ability to present complex market and company information to clients and colleagues.
  • Dedicated to the “client first” principles of the firm, possessing uncompromising personal integrity.
  • Ability to use appropriate IT including MS Office, as well as financial data and news systems.

Job Info

  • Job Identification 627
  • Posting Date 03/26/2025, 02:07 PM
  • Job Schedule Full time
  • Locations Birmingham

About the company

Charles Stanley

Skills

portfolio management
investment research
asset allocation
alternative investment strategies
financial services
regulatory and compliance
investment processes
financial planning
market awareness
FCA Conduct of Business
Money Laundering Regulations
TCF
MS Office
financial data and news systems