James Phillip Financial recruitment are working with a local Chartered Wealth firm looking for a Portfolio Manager to join their expanding team.
Working closely with the Deputy CIO, you will lead the construction, implementation, and evolution of my clients model portfolio proposition. You will play a central role in translating macroeconomic views into actionable portfolio decisions, while helping to scale and enhance their asset management capabilities as the business continues to grow.
Key Responsibilities
Portfolio Strategy & Management
*Lead the design and ongoing evolution of model portfolios in line with the firm’s macroeconomic outlook and asset allocation strategy
*Translate macro views into practical portfolio positioning and investment decisions
*Oversee non-standard portfolios, ensuring appropriate governance and documentation
*Contribute meaningfully to Investment Committee discussions and decisions
Trading & Implementation
*Oversee trading activity across all platforms, ensuring efficient and timely execution
*Review and approve trade instructions, maintaining high standards of accuracy and control
*Ensure portfolios remain implementation-ready at all times
*Conduct post-trade reviews to ensure completeness and consistency across client accounts
Performance & Reporting
*Monitor portfolio performance and positioning, identifying risks and opportunities
*Support the Deputy CIO with analysis, reporting, and strategic insights
*Maintain accurate and up-to-date records across all portfolio and trading activity
Stakeholder Engagement
*Act as a key point of contact for internal teams and external stakeholders
*Communicate investment strategy, positioning, and performance clearly and confidently
*Support client and adviser engagement where required


What Success Looks Like (First 12 Months)
*Contributing meaningfully to Investment Committee discussions and asset allocation decisions
*Enhancing the efficiency and scalability of portfolio management processes
*Maintaining strong portfolio oversight with high standards of execution and control
*Supporting the continued growth and development of the model portfolio offering
Skills & Experience
Essential
*Experience managing or supporting model portfolios within a wealth or asset management environment
*Strong understanding of financial markets, asset allocation, and macroeconomic drivers
*Experience overseeing or executing trades across investment platforms (e.g. Fusion, Transact)
*Strong analytical skills and attention to detail
*Excellent communication skills, with the ability to articulate investment strategy clearly
*Strong Academic background ideally: -
*Degree or Similar - 2:1 and above
*CISI or Similar (ideally Level 7, but minimum Level 4)
Salary £49k-£59k plus half yearly bonus plus excellent benefits.