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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