Junior Portfolio Manager

About the role

We are seeking a Junior Portfolio Manager to join our Portfolio Management team on a fixed‑term basis. Reporting to the Senior Portfolio Manager, you will support proactive discretionary investment management and be involved in onboarding new portfolios, daily dealing, cash sweeps, and maintaining model portfolios.

Key responsibilities

• Initial onboarding of all new portfolios.
• Final onboarding of new modelled portfolios, including system configuration.
• Create and submit bulk transactions for non‑modelled portfolios.
• Daily dealing across all modelled portfolios for new investments and cash management.
• Organise and execute periodic re‑balancing of modelled portfolios and bulk fund changes.
• Build, update and maintain model portfolios on third‑party platforms.
• Serve as first point of contact for platform queries, setting up new clients and investing funds.
• Conduct weekly cash sweeps and allocate monthly contributions.
• Produce and distribute breach reports.
• Liaise with other departments to resolve data errors and operational issues.

Required profile

• Highly organised and detail‑oriented.
• Strong administration and attention‑to‑detail skills.
• Excellent time‑management and problem‑solving abilities.
• Effective written and verbal communication.
• Willingness to obtain relevant financial qualifications.

Required skills

• Advanced Excel
• Microsoft Office

What we offer

• 35‑hour working week (Monday‑Friday, 9am‑5pm).
• 10% non‑contributory pension with optional salary‑sacrifice enhancement.
• Discretionary bonus linked to business and personal performance.
• Salary supplement of 2% of gross base salary paid monthly.
• Bupa Health Care from day one, with optional family cover.
• My Rewards membership with retail discounts.
• 28 days annual leave.