Assistant Portfolio Manager

Description

UK Investment Operations · IG Group · Hybrid (London, 3 days in office)

Essential

• Excel modelling skills, and familiarity with Bloomberg

• Familiarity with ETFs and an understanding of core risk metrics such as volatility, tracking error and risk contribution

• Clear written English, with the ability to explain investment performance to a retail audience

• Care and accuracy in operational work, with sound judgement about when to escalate

Nice to have

• IMC candidacy or progress towards it

• Experience in share dealing operations or investment operations

• Experience of performance attribution or risk reporting in a multi-asset or model portfolio setting

• Data and dashboarding skills, for example Tableau, Looker or similar tools

• Experience in a customer-facing role within retail investments or trading brokerage, with an understanding of friction points and what good customer experience looks like

• Knowledge of corporate actions operations

• Experience in model portfolio management and investment reporting processes

• Experience of working with compliance on client-facing material

Portfolio operations

• Supporting day-to-day management of the model portfolios across risk profiles, ensuring each stays aligned to its mandate, target risk band and strategic asset allocation

• Running portfolio rebalancing operations

• Contributing to ETF selection and ongoing due diligence

WHAT YOU'LL GET

• Competitive salary

• Flexible benefits package (12% on top of salary)

• Performance-related bonuses

• Private medical cover

• Life insurance

• Contribution to gym memberships

• 25 days holiday + birthday off + 2 volunteering days

• Option to buy or sell holiday days

• Unlimited LinkedIn Learning access

• Career-focused technical and leadership training

• Enhanced parental leave and support

• Employee-led networks (LGBTQ+, Women’s, Black, Parents & Carers)

• Matched giving for fundraising

Client experience and operational support

• Acting as the investment subject matter expert for our client experience teams, supporting queries across Smart Portfolios, share dealing and incentives

• Working with asset servicing and technology teams so that system changes are specified, built and tested correctly, with no regressions to portfolio or trading workflows

Investment commentary and client material

• Writing the monthly investment commentary on markets, portfolio positioning and performance

• Producing client investment material, including educational content, market reviews and communications

• Updating performance charts for marketing material each month

• Making sure all commentary and client-facing material passes compliance sign-off before release

Risk, attribution and performance reporting

• Maintaining and developing our portfolio risk and volatility models, including the covariance matrix, ex ante volatility and risk decomposition across asset classes and risk profiles

• Producing performance attribution, breaking down returns by asset class, building block and allocation decision

• Owning the monthly reporting cycle and delivering accurate, timely analytics to internal stakeholders and governance forums

• Improving our reporting frameworks and analytical tooling to make them more accurate and more efficient