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Portfolio Manager

Portfolio Manager

My client are a prestigious, well known family office based in the heart of the West End, a stone’s throw from Piccadilly and a short walk from Oxford Circus. They have a stunning office space with amazing panoramic views of the whole of London.

They are looking for a Portfolio Manager / EA to join their friendly and hard-working team.

Your Portfolio Manager duties will include:

• Presentation preparation including analysing financial data
• Conducting research and preparing reports using Excel
• Diary management and setting up meetings with high level internal and external stakeholders
• Preparing invoices
• Bookkeeping
• Filing corporate reports
• Assistance with ad hoc projects

The successful Portfolio Manager will:

• 2-3 years’ experience within Financial Services
• High level MS Office Skills
• Excellent written and verbal communication skills
• High level of discretion – you will be exposed to confidential information in this role
• A flexible approach and can-do attitude!

This Portfolio Manager role would suit someone who has experience within financial services, someone who’s keen to learn and absorb information and provide the highest level of support they can!

How To Apply

Job Reference:


Contact Details:

Candice Martens
Senior Consultant

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