Assistant Portfolio Manager

We're looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients.

We want someone who can work alongside our Portfolio Managers, with the desire and curiosity to learn their job as well as your own. You'll do it by getting to grips with the analysis, checks and balances that keep our clients' portfolios in great shape.

You'll be busy, hands-on and can-do. Learning your way around the foundations of investment. Tuning in to clients' needs. And keeping Portfolio Managers informed and up to date.

AtCazenove Capital we look after private individuals, families and charities. We are the wealth management business of the global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

The Cazenove Oxford office offers a collaborative working environment, promoting flexible working arrangements to help balance personal commitments with professional responsibilities.

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

Support Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust

Be a point of contact for clients, react to all enquires in a timely manner and maintain a record of responses

Help to plan, organise and attend client meetings

Take responsibility for preparing client material including meeting packs and reports

Help to manage our account opening process for new clients and additional portfolios for existing clients

Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects

Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds

Help with assessing portfolio suitability and performance and prepare investment proposals

Carry out trades in client portfolios in line with instructions and investment recommendations

Handle administrative duties promptly, including checking clients' transaction statements and monitoring outstanding deals

Keep colleagues informed about clients' portfolios, reporting any changes, queries or problems

Combine regular daily tasks with longer term projects…