Schroders
Portfolio Manager (Cazenove Edinburgh)
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Portfolio Manager (Cazenove Edinburgh)
Portfolio Manager – DFM/IFA Focus
About Cazenove Capital
At Cazenove Capital, a wealth management business of the FTSE-listed Schroders, we convene private individuals, families, and charities to help them invest for their goals, ambitions, and future legacies.
About Schroders, Our Parent Company
As a global investment manager with over 200 years of experience, we employ 6,000+ colleagues across six continents. Our commitment remains steadfast—to driving prosperity for clients and societal growth through pragmatic investment management.
The Base
Edinburgh’s heart, Charlotte Square, serves as our operational hub.
The Team
We’re one of the UK’s largest Edinburgh-based (with London headquarters and regional offices) wealth managers. Our services span:
- Investment, wealth planning, lending
- Family office expertise
- Capitalising on Schroders’ internal and global network
Flexible working is a key aspect of our culture, helping colleagues balance professional and personal lives.
Key Responsibilities
Daily Portfolio Oversight (DFM/IFA Service Model)
- Assume responsibility for discretionary IFAs’ portfolios under senior supervision (gradient of ownership escalation).
- Build and cultivate mutually beneficial IFA relationships through responsiveness, professionalism, and transparent confidence-building meetings.
- Engage with IFAs and end clients to articulate portfolio strategies—positioning, performance risks, and investment rationale.
- Implement rebalancing, cash management, and mandate amendments align with predefined client objectives, suitability guidelines, and governance frameworks.
- Monitor broader market trends and technical securities exposure (ITA policies permitting).
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Stakeholder Collaboration
- Coordinate with research, trading, operations, risk, and compliance teams for efficient execution and adherence to controls.
- Contribute to investment governance via portfolio commentaries and internal forums as required.
Business Growth & Risk Management
- Collaborate with business development on new opportunities—converting introductions into mandates via excellent service and retainer strategies.
- Identify potential risks—notifications (operational.portfolio.relational)—escalate and remediate Swiftly.
- Uphold all policies, regulations, and corporate compliance standards.
What You Bring
Critical Requirements
- 5+ years experience in portfolio/key investment management, including meaningful DFM/IFA exposure.
- Technical role ownership credibility (transitioning from oversight to independent mandate control).
- Confidence مستوىاه majority of external meetings as the primary service contact person.
- Teamwork + meticulous organisational skills (prioritisation in client-facing environments).
- Relevant investment qualification: CISI Level 7 preferred (lower qualification may suffice if Level 6 exceeds + demonstrable experience).
- Edinburgh-based, willing to voyage regionally (assignable driving preference).
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Advantageous Assets
- Proactive networker (business development coaching with IFAs).
- Blended ETF & direct securities exposure experience for client portfolios.
- Presentation and reporting competency (market updates, portfolio analysis).
- Proficiency in Excel/PowerPoint + investment data/research technologies.
Why Join Us?
- Dedication to Diversity: We emphasise inclusive, open-minded decision-making—fostering innovation from diverse thought.
- Equal opportunity and full sponsorship for underrepresented talent.
- Purpose-Driven Mission: Proactive, expert services to assist clients prosper.
Our team-wide philosophy remains steadfast: Every achievement drives a societal impact.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
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