Portfolio Manager

Who we're looking for at Cazenove Capital

 
We're looking for a Portfolio Manager to join our Cazenove Charities, which is part of the Schroders group, based in London. Someone who is passionate about delivering excellent client service and investment management for our charity clients. 

We want someone who can work as a part of a team, running a book of business and prospecting for new business. You'll be busy, hands-on and can-do.

 About Schroders, our parent company
 

We're a global investment manager. We help institutions, intermediaries, individuals and charities around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. Within Cazenove Capital we specifically look after private individuals, families and charities.
 

Schroders has around 6,000 people on six continents. We've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
 

The base
 

We have a new office in the financial centre of London. We have everything here we need to work flexibly.
 

The team

Cazenove Charities is the specialist charity investment team within the Schroders Group. We employ a team of twenty nine portfolio directors, managers and support staff who are all based together in our London office. We offer a range of investment solutions supported by the significant research capabilities and breadth of investment expertise of the Schroders’ Group, which we apply to suit our clients’ individual circumstances. We pride ourselves on working collaboratively with our charity clients, and the charity sector as a whole, with a full events programme and thought leadership on best practice in charity investment. The Charities business manages assets of circa £11 billion on behalf of over 1,600 charity clients and are the largest UK investment manager of charitable assets. 
www.cazenovecharities.com

We're open to flexible working, so we can all balance our personal and professional commitments.
  

What you'll do

•    This is an exciting career development opportunity to be part of a team helping charities and endowments to make the most of their assets. Our clients are purpose-led investors and include Oxbridge colleges, universities, charities and foundations. The individual would take on a book of charity clients representing a wide range of charities both in terms of size and purpose, they would also have the opportunity to pitch for new business. 

•    The successful candidate will manage investment portfolios and spend a large proportion of their time preparing for and attending client meetings, ensuring that their presentation is focused on what matters most to the charity and tailored to address the audience in question. 
•    The Cazenove Charities team is at the forefront of integrating sustainability into client investment portfolios and leveraging the considerable resource of Schroders. 
•    The team culture is one of innovation, openness and hard work where everyone supports each other. 
•    We believe in flexible working and measuring productivity and output. 

In more detail: 

•    On each client account you will work in partnership with a dedicated Assistant Portfolio Manager and senior Portfolio Director to ensure continuity and longevity of relationships 
•    In the early stages of the role the individual will work alongside the Portfolio Director to gain a complete understanding of each client’s risk profile, investment objective and restrictions 
•    This understanding of each client’s objectives will be crucial to ensure that the charity’s financial objectives and any ethical restrictions are met / adhered to when making house model changes 
•    You will be required to proactively write strategy reviews, for existing clients to ensure portfolios are positioned in line with their potentially changing financial position and the opportunity set looking forward 
•    The role will provide exposure to trustees with significant financial experience as well as those who have made outstanding contributions to the charity / philanthropy sector 
•    The individual will be able to talk to clients about how we integrate sustainability into our investment process and the benefits this brings to the client. 
•    They will work alongside the Assistant Portfolio Manager to ensure portfolios follow house model changes and continue to align portfolios with appropriate models 
•    Engage with the sector more broadly by attending conferences and sector events to help better understand the challenges and opportunities that exist in the charity sector. 
•    Cazenove charities is a market leader in our engagement with the charity sector – this role will provide the individual with the opportunity to write engaging and topical thought pieces for our clients 
•    Undertake annual client suitability reviews to ensure that the investment mandate remains suitable to the charity. Also ensure performance dispersion is minimised across the client base when the mandate and risk profile is similar. 
•    There will also be the opportunity to pitch for new business.

The knowledge, experience and qualifications you need

•    Strong understanding of global segregated offering.
•    Knowledge and interest in sustainability 
•    Controlled Function 30 – Customer function
•    An approved Level 4 or above FSA approved regulatory qualification;
•    The CISI Diploma or equivalent higher level qualification;
•    Must obtain a Statement of Professional Standing on an annual basis. 
•    Professional, organised, motivated, self-starter, strong interpersonal and verbal/written communication skills.
•    Demonstrated investment experience

 
What you'll be like

•    Have an interest in working with charities, endowments and foundations in a professional or personal capacity 
•    A really good communicator – great at listening, being clear and giving reassurance
•    A good number cruncher
•    Self-motivated and enthusiastic
•    Good at working in a team, and with other teams
•    Creative 
•    Keen on developing others
•    Attention to detail
•    Able to work under pressure and to tight deadlines
•    Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes

 
We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer: you are welcome here regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristics.