From Fund Research to Portfolio Construction – Take the Next Step in Your Investment Career

A highly respected boutique wealth management firm is seeking an ambitious investment professional to step up into an Assistant Investment Manager role. This is a unique opportunity for someone currently focused on fund research or manager selection who is ready to take a leading role in portfolio construction, asset allocation, and investment strategy.

Salary up to £55,000 and hybrid working 

Why This Opportunity Stands Out

• Award-Winning Culture: The firm is proud to be recognised among the best financial advisers to work for, with a high-performing investment team regularly featured in leading industry rankings and awards.

• Significant Asset Exposure: The successful candidate will help shape a fast-growing portfolio proposition managing over £1 billion in client assets across a wide suite of active, passive, sustainable, and overseas model portfolios.

• Strategic Influence: Reporting directly to the Chief Investment Officer, this role offers direct involvement in portfolio decision-making and long-term investment strategy.

• Supportive and Ethical Environment: With Chartered status and a reputation for professional integrity, the firm fosters a culture of collaboration, curiosity, and continuous learning.

Ideal Candidate Profile

This position is perfect for an individual who:

• Is currently engaged in fund research, manager due diligence, or selection across asset classes.

• Has a strong desire to transition into a portfolio construction and asset allocation role.

• Significant progress towards investment qualifications (CII or CISI Level 4 essential; CFA progression advantageous).

• investment experience and a solid understanding of macroeconomic trends and how they impact different asset classes.

• Possesses excellent communication skills and enjoys collaborating with internal teams and engaging with clients where required.

Key Responsibilities

• Construct and manage portfolios in line with agreed investment mandates and risk profiles.

• Conduct ongoing qualitative and quantitative fund research to inform buy list decisions.

• Produce reports and actively participate in quarterly Investment Committee meetings.

• Liaise with private client and corporate benefits teams, supporting portfolio explanations and client communications.

• Contribute to investment commentary, market updates, and strategic communications shared with clients and internal stakeholders.

Location, Salary & Benefits

• Location: Hybrid model with two days per week in the  London office; flexibility for remote work included.

• Working Hours: 37.5 hours per week (8:00 AM to 4:30 PM), with flexibility during peak periods.

• Salary: Competitive and dependent on experience.

• Benefits: Full benefits package and participation in a discretionary bonus scheme.

• Study support and financial support, as well as study leave and assistance with revision 

This is a rare opportunity for a research-led investment professional to take the next step into a high-impact portfolio management role within a collaborative and award-winning team.