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Assistant Portfolio Manager

Company

Charles Stanley & Co

Location

London, United Kingdom

Type

Full time

Job Purpose:

We are looking for a motivated and detail‑driven Assistant Portfolio Manager to join our team and help deliver exceptional investment services to a diverse range of clients. This role plays a key part in supporting our Investment Managers and contributing to the high professional standards our clients expect.


You’ll work with individuals, families, trusts, corporates and charities, helping to manage portfolios in line with our strategic objectives and FCA regulations. If you’re passionate about investments, eager to grow your expertise, and committed to delivering excellent client outcomes, we’d love to hear from you.


What You’ll Be Doing:

  • Supporting portfolio management across discretionary and advisory clients, tailoring activity to each client’s needs and agreed investment strategy.
  • Reviewing client portfolios regularly to help ensure ongoing suitability of investments.
  • Assisting with investment mo...
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