Summary

This junior assistant portfolio manager role supports investment management for private clients, families, charities, and institutions. Based in Cazenove Capital's Oxford office, it covers portfolio analysis, client service, investment proposals, and approved trading; flexible working arrangements are considered.

Responsibilities

• Support portfolio managers with client investment decisions
• Prepare client meeting packs and portfolio reports
• Assess portfolio suitability and investment performance
• Execute approved trades in client portfolios
• Manage account openings and transaction checks
• Respond to client enquiries and maintain records
• Attend client and internal investment meetings