{"id":2441448,"url":"https://alion.io/job/schroders-portfolio-manager-charities","title":"Portfolio Manager (Charities)","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":null},"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":{"min_usd":59000,"max_usd":130000,"period":"year","method":"role_country_seniority_unknown","sample_n":799},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-07T08:36:03Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-10-21T09:39:06Z","board_verified":true,"closed_at":null,"days_open":14,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":14},"description":"About Us\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.\nOverview\nThe Portfolio Manager is responsible for managing and growing a portfolio of clients, delivering strong day-to-day client outcomes while operating within clear commercial, risk, and governance frameworks. The role focuses on building trusted client relationships, executing agreed strategies, and maintaining high standards of service, suitability, and professionalism.\nPortfolio Managers work closely with senior colleagues and specialists, developing their judgement, capability, and commercial confidence over time. They also play an important role in supporting the development of more junior colleagues, sharing knowledge, and helping build capability across the team. This role is a core building block in the firm’s client franchise and a key pipeline role for future senior leaders. The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CISI.\nCazenove Charities is the specialist charity investment department within the Schroders Group. We employ a team of twenty five portfolio directors, managers and support staff who are all based together in our London office. We offer a range of investment solutions supported by the significant research capabilities and breadth of investment expertise of the Schroders’ Group, which we apply to suit our clients’ individual circumstances. We pride ourselves on working collaboratively with our charity clients, and the charity sector as a whole, with a full events programme and thought leadership on best practice in charity investment. The Charities business manages assets of circa £16.5 billion on behalf of 1,800 charity clients and are the largest UK investment manager of charitable assets.\nScope & Accountability\nOwnership of a defined portfolio of clients\nAccountability for client service, retention, and delivery against client objectives\nResponsibility for operating within agreed risk and governance parameters\nContribution to team culture, collaboration, and shared success\nActive support for the development of junior colleagues and future talent\nPersonal development towards more senior client leadership roles\nKey Responsibilities\n1. Client Management & Growth\nManage a portfolio of clients, delivering consistent, high-quality service\nBuild trusted, long-term relationships through regular, proactive engagement\nIdentify opportunities to grow client relationships in line with client needs\nSupport net new business through referrals and introductions\nDeliver revenue growth through disciplined, client-appropriate activity\nDeliver agreed targets across net new assets, revenue growth, and client profitability metrics\nEscalate complex or high-risk matters appropriately\n2. Client Experience & Delivery\nProvide a responsive, professional, and personal client experience\nEnsure client objectives, circumstances, and risk profiles are well understood\nMaintain accurate records and documentation for all client interactions\nSupport client reviews, portfolio updates, and implementation activity\nWork closely with Investment, Planning, and specialist teams to deliver solutions\nContribute positively to client retention and satisfaction\n3. Risk Awareness & Governance\nOperate within all regulatory, group, and divisional policies\nComplete KYC, client reviews, and documentation accurately and on time\nUnderstand portfolio risk parameters and escalate concerns early\nDemonstrate sound judgement in client decision-making\nSupport a strong risk culture through disciplined behaviours\nComplete all mandatory training within required timelines\n4. Platform & Operational Effectiveness\nUse the firm’s platform effectively to support client outcomes\nFollow agreed processes to ensure consistency and efficiency\nSupport appropriate use of discretionary or centralised solutions\nUse data and tools to track client activity and delivery\nLeverage data, insights, and digital tools to improve client outcomes and decision-making\nAdopt new tools and ways of working where they add value\nContribute to continuous improvement of client processes\n5. Collaboration, Team Contribution & Development of Others\nWork collaboratively with colleagues across Wealth Management\nSupport Portfolio Directors and Team Managers in delivering client outcomes\nDevelop and support more junior colleagues, including Assistant/Associate Portfolio Managers and Client Services Executives, through coaching, knowledge-sharing, and day-to-day guidance\nShare knowledge, insight, and best practice with peers\nContribute to a positive, inclusive, and professional team environment\nRepresent the firm positively with clients and internal partners\n6. Professional Development & Role Modelling\nTake ownership of personal development and capability building\nSeek feedback and coaching to strengthen performance and judgement\nBuild commercial, technical, and client leadership skills over time\nDemonstrate professionalism, integrity, and accountability in all activities\nAct as a role model for firm values and expected behaviours\nKey Relationships\nClients within assigned portfolio of clients\nPortfolio Directors, Team Managers, and Team Heads\nAssistant/Associate Portfolio Managers and Client Services Executives\nInvestment, Planning, and specialist teams\nRisk, Compliance, and operational colleagues\nWhat Success Looks Like\nA well-managed, stable, and growing portfolio of clients\nStrong client relationships and retention\nConsistent delivery of high service and governance standards\nVisible contribution to the development of junior colleagues and team capability\nGrowing confidence, capability, and commercial judgement\nPositive contribution to team performance and culture\nReadiness over time for broader responsibility\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":7223,"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":[],"lifecycle":[{"event":"open","at":"2026-10-13T12:11:54Z"}],"visa":[],"liveness":{"score":73,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.817,"p_room":0.9,"age_days":13,"expected_fill_days":21,"reasons":["conf:1","velocity","win:mid","comp:brand"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/schroders-portfolio-manager-charities","json_url":"https://alion.io/job/schroders-portfolio-manager-charities.json","meta":{"generated_at":"2026-10-21T15:33:32Z","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":22143,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"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-portfolio-manager-charities"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"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-portfolio-manager-charities"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"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-portfolio-manager-charities"},{"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-portfolio-manager-charities\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fschroders-portfolio-manager-charities"}]}