{"id":3967273,"url":"https://alion.io/job/schroders-assistant-portfolio-manager","title":"Assistant Portfolio Manager","company":{"id":1759316,"name":"Schroders","domain":"schroders.com","url":"https://alion.io/company/schroders-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Oracle","truth_index":{"grade":"A","score":100,"open_postings":6,"ghost_share":0,"stale_share":0.167,"repost_share":0,"time_to_fill_p50_days":21,"computed_at":"2026-11-09T06:03:00Z"}},"role":"Management","role_family":"Management","seniority":null,"employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-09T11:54:53Z","employer_posted_date":"2026-11-09","last_verified_at":"2026-11-10T03:09:24Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"ASSISTANT PORTFOLIO MANAGER\nWho we’re looking for\nWe'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.\nWe 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.\nYou'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.\nAbout Cazenove Capital\nAt Cazenove 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.\nAbout Schroders, our parent company\nSchroders 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.\nEstablished 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.\nThe base\nWe moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre and we have everything we need to work flexibly.\nThe team\nWe 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.\nWe're open to flexible working, so we can all balance our personal and professional commitments.\nWhat you’ll do\nSupport Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust\n\nBe a point of contact for clients, react to all enquires in a timely manner and maintain a record of responses\n\nHelp to plan, organise and attend client meetings\n\nTake responsibility for preparing client material including meeting packs and reports\n\nHelp to manage our account opening process for new clients and additional portfolios for existing clients\n\nTake part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects\n\nAssist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds\n\nHelp with assessing portfolio suitability and performance and prepare investment proposals\n\nCarry out trades in client portfolios in line with instructions and investment recommendations\n\nHandle administrative duties promptly, including checking clients' transaction statements and monitoring outstanding deals\n\nKeep colleagues informed about clients' portfolios, reporting any changes, queries or problems\n\nCombine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries\n\nParticipate in our industry leading, in-house presentation programme\n\nMaintain and update your knowledge through continual professional development (CPD)\n\nBe supported in seeking to achieve professional qualifications (RDR level 7), such as CISI Level 7 Chartered Wealth Manager qualification, which includes 10 days of study leave and sponsored courses\n\nEmbody the core Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.\n\nThe knowledge, experience and qualifications you need\nExcellent IT skills, especially with the Microsoft Office suite\n\nA keen interest in the wealth management industry\n\nAn interest in global financial news and markets\n\nExcellent communication skills and an ability to multi-task\n\nWhat you’ll be like\nA really good communicator - great at listening, being clear and giving reassurance\n\nA good number cruncher\n\nSelf-motivated and enthusiastic\n\nGood at working in a team, and with other teams\n\nYou’ll have real attention to detail\n\nAble to work under pressure and to tight deadlines\n\nShow a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes\n\nWe recognise potential, whoever you are\nOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.\nWe will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.","description_format":"text","description_chars":5881,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Flexible schedule","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Private Equity"],"lifecycle":[{"event":"open","at":"2026-11-09T14:42:25Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":21,"reasons":["conf:0","win:early"],"computed_at":"2026-11-10T03:50:13Z"},"pay":null,"html_url":"https://alion.io/job/schroders-assistant-portfolio-manager","json_url":"https://alion.io/job/schroders-assistant-portfolio-manager.json","meta":{"generated_at":"2026-11-10T03:50:13Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":8977,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1759316},"rest":"https://alion.io/mcp/rest/get_company?id=1759316"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fschroders-assistant-portfolio-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fschroders-assistant-portfolio-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fschroders-assistant-portfolio-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/schroders-assistant-portfolio-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fschroders-assistant-portfolio-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3967273}},{"tool":"search_jobs","arguments":{"company":"schroders.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3967273},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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