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Delectus Partners

Portfolio Director

Liverpool
Posted about 18 hours ago
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A prominent UK wealth and investment manager is seeking a Portfolio Director to help lead its Model Portfolio Service (MPS).

This investment specialist-type role combines investment strategy, portfolio governance, risk oversight, and adviser engagement, with influence over proposition development and performance outcomes.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

You’ll bring:

  • Multi-asset / MPS portfolio management experience
  • Strong investment governance, investment risk, and regulatory knowledge
  • Excellent adviser-facing communication skills
  • Experience of leading or mentoring a small team
  • CFA or CWM (Level 7) required.

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This is an opportunity to work in a growing business with an MPS with a broad and established fund range.

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Skills

Multi-asset Portfolio Management
Model Portfolio Service
Investment Strategy
Portfolio Governance
Risk Oversight
Adviser Engagement
Proposition Development
Investment Risk
Regulatory Knowledge
Team Leadership
Mentoring
CFA
CWM
Level 7 Qualification

Location

Liverpool, England, United Kingdom

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