749 Portfolio jobs in the United Kingdom

• Develop and implement tailored investment strategies for individual and institutional clients.
• Construct and manage diverse investment portfolios across various asset classes (equities, fixed income, alternatives).
• Conduct thorough market research, economic analysis, and due diligence on investment opportunities.
• Monitor portfolio performance, rebalance as necessary, and provide regular reports to clients and management.
• Engage with clients to understand their financial objectives, risk profiles, and investment preferences.
• Provide expert financial advice and guidance to clients, building and maintaining strong relationships.
• Ensure compliance with all relevant financial regulations and internal policies.
• Collaborate with internal teams (e.g., research, compliance, trading) to optimize investment strategies and client service.
• Stay informed about market trends, economic developments, and regulatory changes affecting investment management.

• University degree in Finance, Economics, Business Administration, or a related field.
• Relevant professional certifications such as CFA (Chartered Financial Analyst), CAIA, or equivalent.
• Minimum 7 years of experience in investment management, portfolio management, or financial advisory.
• Proven track record of successful portfolio management and client relationship building.
• In-depth knowledge of financial markets, investment products, and portfolio construction techniques.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent communication, presentation, and interpersonal skills.
• Familiarity with financial planning software and portfolio management systems.
• Understanding of regulatory frameworks governing the financial services industry.

• Developing and implementing comprehensive investment strategies aligned with client objectives and risk profiles.
• Constructing and managing diversified investment portfolios across multiple asset classes.
• Conducting in-depth fundamental and quantitative analysis of securities and market trends.
• Actively monitoring portfolio performance, risk exposures, and economic indicators.
• Making strategic buy/sell decisions to optimize portfolio returns and manage risk.
• Providing regular, clear, and concise performance reporting and investment commentary to clients.
• Building and nurturing strong, trusting relationships with a portfolio of high-net-worth clients.
• Understanding clients' financial needs, goals, and risk tolerance through detailed consultations.
• Collaborating with internal teams, including research, trading, and compliance, to ensure best practices.
• Staying abreast of regulatory changes and market developments impacting investment management.
• Adhering to all firm policies, ethical standards, and regulatory requirements.
• Contributing to the firm's overall investment strategy and thought leadership.

Asset Management & Portfolio Execution (Europe&UK) ED to MD Level

Location: London

We are seeking a seasoned and hands-on Asset Management professional to take full ownership of our European real estate portfolio post-investment. This role is central to orchestrating alignment between senior management and local teams, driving cohesive execution of the business plan. The ideal candidate will be a pragmatic value-creator, responsible for implementing aggressive asset business plans, spearheading re-positioning initiatives, and deploying a variety of financial tools to maximize returns and execute successful exits.

Key Responsibilities:

• Portfolio Asset Management & Value Creation : Develop and execute asset business plans for a diverse portfolio, with a primary focus on office and commercial assets. Drive value through hands-on re-positioning, redevelopment, and innovative commercial concept curation, leveraging deep local market insight to identify and capitalize on high-value opportunities.
• Hands-On Project Execution : Lead the operational transformation of assets. Oversee and directly manage redevelopment and refurbishment projects, ensuring practical, cost-effective, and high-quality execution that aligns with the strategic vision.
• Strategic Exit Planning & Execution : Possess a proactive and insightful approach to exits. Utilize a deep understanding of local market dynamics, macro-environmental trends, and a sophisticated toolkit of financial instruments and exit avenues (e.g., direct sales, portfolio sales, recapitalization) to optimize the timing and structure of divestment, maximizing returns in line with investment mandates.
• Investor & Shareholder Stewardship : Act as the primary steward for investors and shareholders. Provide rigorous, data-backed reporting on performance, value-creation progress, and the evolving exit strategy.
• Strategic Liaison : Serve as the crucial bridge, ensuring clear communication and strategic alignment between the company's leadership and the on-the-ground execution teams.

Qualifications & Experience:

• A minimum of a Bachelor's degree from top university in Real Estate, Finance, Business, or a related field; a Master's degree or MBA is highly preferred.
• A minimum of 12-15 years of progressive experience in a hands-on, value-add Asset Management role within real estate, with a proven track record in the office and commercial sectors.
• Demonstrable experience in strategically re-positioning assets and a strong record of overseeing the physical transformation of properties to enhance their market value and income profile.
• Sophisticated understanding of financial structuring and exit strategies for real estate assets, with a proven ability to time and execute dispositions advantageously.
• Exceptional leadership, communication, and stakeholder management skills, with the ability to influence at the most senior levels and navigate complex, cross-cultural environments.
• Fluency in English and Mandarin is essential.

While the role is based in London, we strongly encourage applications from highly qualified candidates currently residing outside the region who possess the requisite experience and background.

Asset Management & Portfolio Execution (Europe&UK) ED to MD Level

Location: London

We are seeking a seasoned and hands-on Asset Management professional to take full ownership of our European real estate portfolio post-investment. This role is central to orchestrating alignment between senior management and local teams, driving cohesive execution of the business plan. The ideal candidate will be a pragmatic value-creator, responsible for implementing aggressive asset business plans, spearheading re-positioning initiatives, and deploying a variety of financial tools to maximize returns and execute successful exits.

Key Responsibilities:

• Portfolio Asset Management & Value Creation : Develop and execute asset business plans for a diverse portfolio, with a primary focus on office and commercial assets. Drive value through hands-on re-positioning, redevelopment, and innovative commercial concept curation, leveraging deep local market insight to identify and capitalize on high-value opportunities.
• Hands-On Project Execution : Lead the operational transformation of assets. Oversee and directly manage redevelopment and refurbishment projects, ensuring practical, cost-effective, and high-quality execution that aligns with the strategic vision.
• Strategic Exit Planning & Execution : Possess a proactive and insightful approach to exits. Utilize a deep understanding of local market dynamics, macro-environmental trends, and a sophisticated toolkit of financial instruments and exit avenues (e.g., direct sales, portfolio sales, recapitalization) to optimize the timing and structure of divestment, maximizing returns in line with investment mandates.
• Investor & Shareholder Stewardship : Act as the primary steward for investors and shareholders. Provide rigorous, data-backed reporting on performance, value-creation progress, and the evolving exit strategy.
• Strategic Liaison : Serve as the crucial bridge, ensuring clear communication and strategic alignment between the company's leadership and the on-the-ground execution teams.

Qualifications & Experience:

• A minimum of a Bachelor's degree from top university in Real Estate, Finance, Business, or a related field; a Master's degree or MBA is highly preferred.
• A minimum of 12-15 years of progressive experience in a hands-on, value-add Asset Management role within real estate, with a proven track record in the office and commercial sectors.
• Demonstrable experience in strategically re-positioning assets and a strong record of overseeing the physical transformation of properties to enhance their market value and income profile.
• Sophisticated understanding of financial structuring and exit strategies for real estate assets, with a proven ability to time and execute dispositions advantageously.
• Exceptional leadership, communication, and stakeholder management skills, with the ability to influence at the most senior levels and navigate complex, cross-cultural environments.
• Fluency in English and Mandarin is essential.

While the role is based in London, we strongly encourage applications from highly qualified candidates currently residing outside the region who possess the requisite experience and background.

Asset Management & Portfolio Execution (Europe&UK) ED to MD Level

Location: London

We are seeking a seasoned and hands-on Asset Management professional to take full ownership of our European real estate portfolio post-investment. This role is central to orchestrating alignment between senior management and local teams, driving cohesive execution of the business plan. The ideal candidate will be a pragmatic value-creator, responsible for implementing aggressive asset business plans, spearheading re-positioning initiatives, and deploying a variety of financial tools to maximize returns and execute successful exits.

Key Responsibilities:

• Portfolio Asset Management & Value Creation : Develop and execute asset business plans for a diverse portfolio, with a primary focus on office and commercial assets. Drive value through hands-on re-positioning, redevelopment, and innovative commercial concept curation, leveraging deep local market insight to identify and capitalize on high-value opportunities.
• Hands-On Project Execution : Lead the operational transformation of assets. Oversee and directly manage redevelopment and refurbishment projects, ensuring practical, cost-effective, and high-quality execution that aligns with the strategic vision.
• Strategic Exit Planning & Execution : Possess a proactive and insightful approach to exits. Utilize a deep understanding of local market dynamics, macro-environmental trends, and a sophisticated toolkit of financial instruments and exit avenues (e.g., direct sales, portfolio sales, recapitalization) to optimize the timing and structure of divestment, maximizing returns in line with investment mandates.
• Investor & Shareholder Stewardship : Act as the primary steward for investors and shareholders. Provide rigorous, data-backed reporting on performance, value-creation progress, and the evolving exit strategy.
• Strategic Liaison : Serve as the crucial bridge, ensuring clear communication and strategic alignment between the company's leadership and the on-the-ground execution teams.

Qualifications & Experience:

• A minimum of a Bachelor's degree from top university in Real Estate, Finance, Business, or a related field; a Master's degree or MBA is highly preferred.
• A minimum of 12-15 years of progressive experience in a hands-on, value-add Asset Management role within real estate, with a proven track record in the office and commercial sectors.
• Demonstrable experience in strategically re-positioning assets and a strong record of overseeing the physical transformation of properties to enhance their market value and income profile.
• Sophisticated understanding of financial structuring and exit strategies for real estate assets, with a proven ability to time and execute dispositions advantageously.
• Exceptional leadership, communication, and stakeholder management skills, with the ability to influence at the most senior levels and navigate complex, cross-cultural environments.
• Fluency in English and Mandarin is essential.

While the role is based in London, we strongly encourage applications from highly qualified candidates currently residing outside the region who possess the requisite experience and background.

Asset Management & Portfolio Execution (Europe&UK) ED to MD Level

Location: London

We are seeking a seasoned and hands-on Asset Management professional to take full ownership of our European real estate portfolio post-investment. This role is central to orchestrating alignment between senior management and local teams, driving cohesive execution of the business plan. The ideal candidate will be a pragmatic value-creator, responsible for implementing aggressive asset business plans, spearheading re-positioning initiatives, and deploying a variety of financial tools to maximize returns and execute successful exits.

Key Responsibilities:

• Portfolio Asset Management & Value Creation : Develop and execute asset business plans for a diverse portfolio, with a primary focus on office and commercial assets. Drive value through hands-on re-positioning, redevelopment, and innovative commercial concept curation, leveraging deep local market insight to identify and capitalize on high-value opportunities.
• Hands-On Project Execution : Lead the operational transformation of assets. Oversee and directly manage redevelopment and refurbishment projects, ensuring practical, cost-effective, and high-quality execution that aligns with the strategic vision.
• Strategic Exit Planning & Execution : Possess a proactive and insightful approach to exits. Utilize a deep understanding of local market dynamics, macro-environmental trends, and a sophisticated toolkit of financial instruments and exit avenues (e.g., direct sales, portfolio sales, recapitalization) to optimize the timing and structure of divestment, maximizing returns in line with investment mandates.
• Investor & Shareholder Stewardship : Act as the primary steward for investors and shareholders. Provide rigorous, data-backed reporting on performance, value-creation progress, and the evolving exit strategy.
• Strategic Liaison : Serve as the crucial bridge, ensuring clear communication and strategic alignment between the company's leadership and the on-the-ground execution teams.

Qualifications & Experience:

• A minimum of a Bachelor's degree from top university in Real Estate, Finance, Business, or a related field; a Master's degree or MBA is highly preferred.
• A minimum of 12-15 years of progressive experience in a hands-on, value-add Asset Management role within real estate, with a proven track record in the office and commercial sectors.
• Demonstrable experience in strategically re-positioning assets and a strong record of overseeing the physical transformation of properties to enhance their market value and income profile.
• Sophisticated understanding of financial structuring and exit strategies for real estate assets, with a proven ability to time and execute dispositions advantageously.
• Exceptional leadership, communication, and stakeholder management skills, with the ability to influence at the most senior levels and navigate complex, cross-cultural environments.
• Fluency in English and Mandarin is essential.

While the role is based in London, we strongly encourage applications from highly qualified candidates currently residing outside the region who possess the requisite experience and background.

• Develop, articulate, and execute investment strategies tailored to the specific objectives and risk tolerance of individual client portfolios, encompassing equities, fixed income, alternatives, and multi-asset classes.
• Conduct in-depth quantitative and qualitative research on markets, economies, industries, and individual securities to identify investment opportunities and risks.
• Monitor portfolio performance, conduct regular attribution analysis, and rebalance portfolios as necessary to align with strategic objectives and market conditions.
• Engage with clients to understand their financial goals, communicate portfolio performance, and provide expert investment advice.
• Collaborate with research analysts, traders, and other investment professionals to share insights and refine investment decisions.
• Ensure all investment activities comply with regulatory requirements, internal policies, and client mandates.
• Develop and maintain robust financial models and analytical tools to support investment decision-making.
• Manage risk exposure within portfolios through diversification, hedging strategies, and rigorous stress testing.
• Prepare comprehensive investment reports, market commentaries, and client presentations.
• Stay abreast of global economic trends, geopolitical events, and market developments that may impact investment strategies.
• Mentor junior members of the investment team, sharing expertise and fostering a culture of analytical rigor.

• A minimum of 10 years of experience in investment management, portfolio management, or a closely related field, with a proven track record of managing significant assets.
• Strong understanding of financial markets, investment instruments (equities, fixed income, derivatives, alternatives), and portfolio construction techniques.
• Excellent quantitative and analytical skills, with proficiency in financial modelling and data analysis tools.
• Holder of CFA (Chartered Financial Analyst) designation or equivalent, or actively pursuing it.
• Exceptional communication, presentation, and interpersonal skills, with the ability to effectively articulate complex investment concepts to clients and stakeholders.
• Demonstrated ability to manage risk effectively and make sound investment decisions under varying market conditions.
• Proficiency in using portfolio management software and market data platforms (e.g., Bloomberg, FactSet).
• Ability to work independently and collaboratively in a remote-first environment.
• A Master's degree in Finance, Economics, or a related quantitative field is highly desirable.

• Develop and implement investment strategies tailored to client objectives and risk profiles.
• Conduct in-depth market research and analysis to identify investment opportunities across various asset classes.
• Manage and monitor investment portfolios, ensuring alignment with strategic goals and risk tolerances.
• Perform asset allocation, security selection, and portfolio rebalancing.
• Analyze financial statements, economic indicators, and market trends to inform investment decisions.
• Build and maintain strong relationships with clients, providing regular performance updates and financial advice.
• Ensure compliance with all regulatory requirements and internal policies.
• Collaborate with research analysts, traders, and other members of the investment team.
• Contribute to the development of new investment products and services.
• Mentor junior portfolio managers and analysts.

• Master's degree in Finance, Economics, Business Administration, or a related field.
• CFA (Chartered Financial Analyst) designation or equivalent professional qualification is essential.
• Minimum of 8 years of experience in investment management or portfolio management.
• Proven track record of achieving strong investment returns while managing risk.
• In-depth knowledge of various asset classes, including equities, fixed income, and alternatives.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent communication, presentation, and client relationship management skills.
• Proficiency in financial modelling and portfolio management software.
• Understanding of regulatory frameworks within the financial services industry.
• Ability to work effectively in a collaborative team environment.