Portfolio Assistant


We require a Portfolio Assistant to support the Asset Management team with investment communication, reporting, day to day analysis and other duties.

Key Accountabilities

  • Preparing monthly factsheets
  • Updating slidepacks
  • Production of written commentary
  • Day to day analysis
  • Project-based research regarding themes such as ESG
  • Data management

Competencies / Skillset

  • Getting things done
  • Communication & Sharing Knowledge
  • Customer Service
  • Effectiveness & Adaptability
  • Team Working
  • Analytical

Qualifications / Experience Required

  • Educated to degree level or equivalent is preferred but not essential
  • Previous experience in a similar role is desirable
  • Previous experience in Financial Services is desirable
  • A demonstrable interest in financial markets

Contractual Hours

8.00am – 5.30pm, Monday to Friday

Get In Touch

Please send a CV and covering letter to [email protected] with the subject title of the role you are applying for.
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