• Permanent, Full time
  • Schroders Investment Management
  • 11 Dec 17
  • London, England, United Kingdom
  • Not Specified
  • Full time

Associate Portfolio Manager

Cazenove Capital is the wealth management and charity business of the Schroder Group in the UK. It offers specialist financial solutions to high net worth individuals, family offices, charities and their advisers, utilising investment expertise from both the Schroder Group and external providers and resources.

Cazenove Capital is the wealth management and charity business of the Schroder Group in the UK. It offers specialist financial solutions to high net worth individuals, family offices, charities and their advisers, utilising investment expertise from both the Schroder Group and external providers and resources.

 
We focus on growing and preserving assets, using the knowledge of our economics and investment strategy teams, and using both proprietary Schroder investment products and external funds in structuring our clients' portfolios. This enables us to provide a highly personal service to our clients.

 
We provide a full range of products including discretionary asset management, custody and execution services, cash management, financial planning, deposit-taking and specialised lending.

  
As the largest charity investment manager in the UK, we are the trusted partner of over 800 charities and a leader in the sector.


The Role


To assist Portfolio Directors with managing day to day client portfolios and relationships, with the intention to develop the skills necessary to progress to a Portfolio Manager role.

 
Main duties and responsibilities:

 
Client Relationships


• understand the client’s individual circumstances, risk profile, investment objectives, specific restrictions and resulting mandates
• attend client meetings; write comprehensive Minutes and respond to outstanding actions efficiently and accurately
• meet clients outside the formal meeting cycle in order to keep up-to-date with their evolving circumstances and through building a personal association become a trusted contact

 

Client Management

 
• help manage clients’ portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions
• within each asset class, recommend and suggest suitable investment ideas, consistent with underlying securities and/or funds in line with appropriate models and buy-lists
• ensure investment mandate changes are captured, recorded and implemented.
• monitor income levels for clients with specific targets.
• report to clients in a timely manner and contribute with ideas for content
• maintain client data so that it is current
• become involved with projects to enhance the client experience

 

New Clients

 
• develop an understanding of the full range of services offered by Cazenove and their appropriateness for individual clients’ portfolios
• contribute to business development through editing and tailoring RFPs
• oversee the setting up of new accounts to capture client wishes and instructions correctly
Other
• suggest and implement efficient working practices

 
Qualifications (educational, professional, regulatory)

 
• Degree qualified, or equivalent
• Hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred) *
• Study the CISI Masters in Wealth Management or equivalent FCA approved qualification
*The incumbent is required to obtain the full IAD, or equivalent FCA approved RDR compliant qualification, within nine months of joining the Firm.

 

Essential skills and experience

 
• Strong interpersonal and verbal/written communication skills
• High level of numeracy
• Intermediate level in Microsoft Word, Excel and PowerPoint
• A keen interest of the Fund Management industry and the Charity Sector
• Demonstrable interest in investment across asset classes and financial instruments
• Able to demonstrate and evidence Continued Professional Development
• Ability to work as part of a team and under pressure
• Organised and efficient

 

Desirable skills and experience

 
• Experience in dealing, settlement and operational support functions;
• Good familiarity with the in-house systems necessary to fulfil the above functions;
• Familiarity with data sources