Job Description
About the Client
Our client is a long-established single-family office with an Infrastructure heritage, managing a global multi-asset portfolio across public and private markets. This spans US, European and Asian equities, treasuries, corporate and high-yield bonds, as well as direct, pre-IPO and fund investments. They’re looking to hire an Assistant Portfolio Manager into their small London team, working directly with a Portfolio Manager and CFO with backgrounds at leading tier 1 Investment banks.
What the role involves:
Monitor portfolio performance across asset classes, benchmark against market indices and prepare concise valuation reports for leadership
Support investment analysis across public and private market opportunities
Coordinate trade settlements and KYC onboarding with leading global banks
Maintain the portfolio management system, reconcile internal records with bank statements and ensure accurate data
Candidate Profile
2–4 years’ relevant experience
Prior experience in public markets
Strong Excel skills and familiarity with Bloomberg, VBA or Python would be a plus
Equally comfortable discussing market trends and working through a detailed reconciliation
Hands-on, detail-oriented team player who thrives in a small, fast-paced environment
High level of discretion and a long-term outlook
London office-based, five days a week, with the opportunity to travel