Trainee Portfolio Manager

2w2 weeks ago

LGT

London, GB · Full-time · £30,000 – £35,000

About this role

LGT Wealth Management UK LLP is seeking a Trainee Portfolio Manager to join its Model Portfolio Service (MPS) team. This role supports the delivery of tailored portfolio solutions to financial advice firms, working closely with the Bespoke MPS team and the wider Portfolio Management function.

Daily responsibilities include assisting in portfolio construction, performance oversight, and risk analysis for the BMPS team. The role also involves handling IFA queries regarding performance, valuations, and platform access, while attending regular research calls to build knowledge of funds held in client portfolios.

The MPS team is part of LGT's IFA Portfolio Management function, delivering high-quality investment services. You will work in partnership with the Business Development team and alongside Portfolio Managers, preparing documentation for investment committee meetings and producing monthly and quarterly client reports.

The role offers a clear pathway to becoming a full Portfolio Manager. Candidates are expected to develop investment and macroeconomic knowledge and progress through the ranks, with ongoing support from the wider MPS team, providing a strong foundation for a career in wealth management.

LGT Wealth Management's culture encourages individuals to generate, develop and implement ideas that strengthen the business. Core values of belonging, respect, integrity, conviction and entrepreneurship define the firm's approach to both clients and employees, and with over £30 billion in funds under management, the firm offers a stable and collaborative environment.

Requirements

Strong analytical skills for assisting in portfolio construction and investment analysis.
Ability to conduct performance oversight, risk analysis, and reporting.
Excellent client management skills to handle IFA queries and support relationship management.
Proficiency in producing high-quality reports and presentations for investment committees.
Keen interest in developing investment and macroeconomic knowledge through internal and external research.
Strong organizational skills to support multiple tasks and ad hoc projects in a team environment.

Responsibilities

Assist in portfolio construction and investment analysis related tasks.
Provide performance oversight, risk analysis, and reporting for the BMPS team.
Handle IFA queries relating to literature, platform issues, performance, and valuations.
Attend research calls to build strong knowledge of funds held in client portfolios.
Produce monthly and quarterly reports for the IFA client base.
Prepare supporting documentation for client investment committee meetings, including commentary, presentations, and factsheets.
Provide support on administration for the wider MPS team as required.
Assist with written communications such as weekly snapshots and quarterly client reports.