Model Portfolio Manager

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 £50-£60k plus half yearly bonus plus excellent benefits.

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