93 Portfolio Management Roles jobs in London
Assistant Vice President, Credit Portfolio Analysis - 12 month Fixed Term Contract
Posted 3 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Credit Strategy Group (CSG) implements and facilitates the Chief Credit Officer's (CCrO) responsibilities for credit portfolio risk management and ensures a robust operating environment to managing credit risk. CSG in EMEA is responsible for:
+ Defining Credit Strategy and Credit Culture through Credit Risk Appetite and Credit Risk Policies & Procedures.
+ Providing insight into portfolio risks and proposing optimisation strategies to Front Office.
+ Identification of emerging risks (e.g. single name, country, sector) and highlighting portfolio vulnerabilities.
+ Ensuring a robust Risk and Control environment to support the Credit Risk Framework
+ Supporting global and EMEA Credit Risk Management.
This function includes the following teams: Credit Risk Policy & Framework (CRPF), Credit Portfolio Analysis (CPA) and Credit Solutions Management (CSM).
**MAIN PURPOSE OF THE ROLE**
+ To support the Head of CSG for EMEA and all CSG Team Heads with initiatives including and not exclusive to credit risk, portfolio reporting and Management Information (MI).
+ To provide insights, analysis and support across the three lines of defence in EMEA. This would involve being a central contact point and liaison for stakeholders; coordinating queries and requests with CSG team members accordingly.
+ To partake in the maintenance, upkeep and enhancement of the core credit risk system in EMEA, across Bank and Securities.
+ To provide team members technical, logistical and diligent support with their day-to-day activities.
**KEY RESPONSIBILITIES**
+ Support the Head of CPA with preparation of CPA materials for the EMEA Risk Management Committee (ERMC), EMEA Credit Risk Committee (ECRC) and other committees/foras as required.
+ To provide portfolio reporting materials and MI for the ECRC, other EMEA forums and initiatives as requested by senior management and stakeholders.
+ To conduct and circulate regular portfolio analysis, insights, MI and reports to stakeholders in Front Office and Credit.
+ To partner with counterparts across different global offices and actively seek opportunities for alignment, collaboration and consistency.
+ Contribute towards establishing analysis, reports and MI to control and monitor EMEA's Credit Risk Appetite and Industry Concentration frameworks.
+ To partake in the maintenance, upkeep and enhancement of the core credit risk system in EMEA.
+ To engage in projects and working groups related to credit risk, portfolio reporting, credit systems, MI and credit strategy across the group.
+ Support the remediation of Self-Identified Issues, regulatory findings and audit points.
+ To monitor and report credit risk insights for the EMEA booked portfolio, ensuring a proactive, transparent and rigorous approach to the management of credit risk and escalation of issues.
+ Provide consultation and advising on the bank's policies and procedures. Give guidance to staff members and other areas of the bank and coach/develop colleagues on these aspects.
+ Propose risk management strategies, frameworks, policies and procedures to stakeholders in the bank.
+ To partner with front and product offices and contribute to the development of the organisational credit strategy for respective sectors/ regions.
+ Ensure effective communication across all levels of management with internal and external stakeholders within EMEA and other regions. Represent CSG or own group effectively in various occasions, equip management and staff members with knowledge by sharing information appropriately in a timely manner.
+ Provide staff members with appropriate tools and resources to carry out their duties.
+ Be a point of contact for junior staff members in relation to credit risk, portfolio analysis, reporting and producing MI.
**WORK EXPERIENCE**
Essential:
+ Extensive experience in Credit Risk Management, especially related to portfolio reporting and MI.
+ Experience in resolving regulatory and audit issues related to credit and credit risk.
+ Experience in using data from different sources to perform portfolio analysis.
Preferred:
+ Minimum 3 year experience on credit risk activities associated with Global Corporates.
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
+ Sufficient knowledge Credit Risk Management in Commercial Banking.
+ Prior experience of conducting Portfolio Analysis at different levels of granularity.
+ Excellent Microsoft Office skills.
+ Prior experience of using data visualization tools such as MS PowerBI and Tableau.
Preferred:
+ Prior experience of using SQL.
+ Prior experience of using Visual Basic for Applications (VBA).
+ Regular monitoring of Financial Markets and Macroeconomic events.
+ Prior experience of using Python.
**Education / Qualifications:**
Essential
+ Bachelor Degree
**PERSONAL REQUIREMENTS**
+ Excellent communication skills.
+ Stakeholder management and effective communication.
+ Results driven, with a strong sense of accountability.
+ A proactive, motivated approach.
+ The ability to operate with urgency and prioritise work accordingly.
+ Strong decision making skills, the ability to demonstrate sound judgement.
+ A structured and logical approach to work.
+ Strong problem solving skills.
+ A creative and innovative approach to work.
+ Excellent interpersonal skills.
+ The ability to manage large workloads and tight deadlines.
+ Excellent attention to detail and accuracy.
+ A calm approach, with the ability to perform well in a pressurised environment.
+ Strong numerical skills.
+ Excellent Microsoft Office skills.
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Asset Management Analyst
Posted today
Job Viewed
Job Description
Asset Management Analyst
Posted today
Job Viewed
Job Description
An exciting opportunity for a high-performing Analyst to join a leading investment platform specialising in social infrastructure, Real Estate and healthcare, managing c.£5bn of assets across the UK and Europe.
You’ll work closely with senior leadership on fund models, portfolio enhancement, and investor reporting —with a clear progression pathway towards fund management responsibility. This role is a rare chance to combine technical modelling expertise with strategic, value-add initiatives across a growing platform at the forefront of its sector.
What you’ll be doing:
- Building and developing complex fund models to drive asset management decisions.
- Working with senior investment professionals to enhance and grow portfolio value.
- Supporting detailed reporting and presentations to institutional investors.
- Collaborating across asset management, finance, and wider business projects.
What we’re looking for:
- 2–3 years’ experience in corporate finance, investment banking, or similar.
- Background in real estate or healthcare (asset management, social infrastructure) strongly preferred.
- Advanced Excel & modelling skills, with strong presentation and reporting abilities.
- A commercial, collaborative mindset—analytical but approachable and team-focused.
What’s on offer:
- Competitive base salary + annual bonus.
- Potential for carried interest and LTIP
- Office perks including gym, showers, and bike facilities.
- Visible progression and development within a supportive, high-performance culture.
If you are motivated to take ownership, grow your career, and make an impact in a fast-moving but balanced environment, we’d love to hear from you.
Asset Management Associate
Posted today
Job Viewed
Job Description
Job Title: Associate (Asset Management)
Closing Date: 01 December 2025
Work Type: Full Time
Location: London
Practice Area/Department: Tax
PQE Level: 3–4 PQE
Description
A leading full-service law firm with a market-leading reputation in Asset Management, M&A, and Dispute Resolution is seeking a 3–4 PQE Associate to join its Tax (Asset Management) team in London. The firm is known for providing exceptional client service, fostering collaboration, and maintaining a supportive, inclusive, and high-performing environment.
Department
The Tax team is one of the most respected in the City, recognised for its technical excellence, commercial awareness, and thought leadership .
On the asset management side, the team advises some of the world’s largest fund managers on all aspects of their UK and European operations, working closely with the firm’s Financial Services and Funds practices to deliver joined-up tax and regulatory advice.
Work includes fund structuring and formation across private equity, venture, credit, infrastructure, and real estate; tax issues relating to fund secondaries, GP stakes, and asset management M&A; and policy engagement with key industry bodies such as AIMA , the BVCA , and Invest Europe .
The team’s collaborative and inclusive culture encourages participation in firmwide initiatives including D&I, CSR, graduate recruitment, and business development. Associates benefit from extensive training and mentoring , with formal sessions, peer learning, and milestone development tailored to their experience level.
The Role
The firm is looking for a Tax Associate (Asset Management) with 3–4 years’ PQE. Prior experience in asset management tax or partnership tax is desirable but not essential — what matters most is a strong foundation in tax law, a commercial mindset, and enthusiasm for this area of work.
Key Responsibilities
- Advising on investment fund structuring and formation , both listed and unlisted, open- and closed-ended vehicles.
- Providing tax advisory services to major asset managers on carried interest, co-investment, VAT, restructurings, and global mobility.
- Advising on M&A transactions with a funds or asset management focus, including fund secondaries and GP stake deals.
- Assisting clients with early-stage tax disputes and interactions with HMRC.
- Acting for investors , including pension funds, fund-of-funds, sovereign wealth funds, and family offices, on fund investments and secondary market transactions.
- Collaborating with other sub-groups within the Tax department, including Transactional and Incentives & Remuneration, and contributing to cross-departmental projects.
- Opportunities may arise for client secondments or placements with overseas law firms.
Person Specification
- England & Wales qualified solicitor with 3–4 years’ PQE .
- Strong academic background and a track record in tax law (experience in asset management or partnership tax advantageous).
- Excellent technical, analytical, and communication skills .
- Strong matter management and organisational ability.
- Collaborative team player with a proactive approach.
- Demonstrates alignment with the firm’s culture of excellence, inclusivity, and professional development.
Asset Management Analyst
Posted today
Job Viewed
Job Description
An exciting opportunity for a high-performing Analyst to join a leading investment platform specialising in social infrastructure, Real Estate and healthcare, managing c.£5bn of assets across the UK and Europe.
You’ll work closely with senior leadership on fund models, portfolio enhancement, and investor reporting —with a clear progression pathway towards fund management responsibility. This role is a rare chance to combine technical modelling expertise with strategic, value-add initiatives across a growing platform at the forefront of its sector.
What you’ll be doing:
- Building and developing complex fund models to drive asset management decisions.
- Working with senior investment professionals to enhance and grow portfolio value.
- Supporting detailed reporting and presentations to institutional investors.
- Collaborating across asset management, finance, and wider business projects.
What we’re looking for:
- 2–3 years’ experience in corporate finance, investment banking, or similar.
- Background in real estate or healthcare (asset management, social infrastructure) strongly preferred.
- Advanced Excel & modelling skills, with strong presentation and reporting abilities.
- A commercial, collaborative mindset—analytical but approachable and team-focused.
What’s on offer:
- Competitive base salary + annual bonus.
- Potential for carried interest and LTIP
- Office perks including gym, showers, and bike facilities.
- Visible progression and development within a supportive, high-performance culture.
If you are motivated to take ownership, grow your career, and make an impact in a fast-moving but balanced environment, we’d love to hear from you.
Asset Management Associate
Posted today
Job Viewed
Job Description
Job Title: Associate (Asset Management)
Closing Date: 01 December 2025
Work Type: Full Time
Location: London
Practice Area/Department: Tax
PQE Level: 3–4 PQE
Description
A leading full-service law firm with a market-leading reputation in Asset Management, M&A, and Dispute Resolution is seeking a 3–4 PQE Associate to join its Tax (Asset Management) team in London. The firm is known for providing exceptional client service, fostering collaboration, and maintaining a supportive, inclusive, and high-performing environment.
Department
The Tax team is one of the most respected in the City, recognised for its technical excellence, commercial awareness, and thought leadership .
On the asset management side, the team advises some of the world’s largest fund managers on all aspects of their UK and European operations, working closely with the firm’s Financial Services and Funds practices to deliver joined-up tax and regulatory advice.
Work includes fund structuring and formation across private equity, venture, credit, infrastructure, and real estate; tax issues relating to fund secondaries, GP stakes, and asset management M and policy engagement with key industry bodies such as AIMA , the BVCA , and Invest Europe .
The team’s collaborative and inclusive culture encourages participation in firmwide initiatives including D&I, CSR, graduate recruitment, and business development. Associates benefit from extensive training and mentoring , with formal sessions, peer learning, and milestone development tailored to their experience level.
The Role
The firm is looking for a Tax Associate (Asset Management) with 3–4 years’ PQE. Prior experience in asset management tax or partnership tax is desirable but not essential — what matters most is a strong foundation in tax law, a commercial mindset, and enthusiasm for this area of work.
Key Responsibilities
- Advising on investment fund structuring and formation , both listed and unlisted, open- and closed-ended vehicles.
- Providing tax advisory services to major asset managers on carried interest, co-investment, VAT, restructurings, and global mobility.
- Advising on M&A transactions with a funds or asset management focus, including fund secondaries and GP stake deals.
- Assisting clients with early-stage tax disputes and interactions with HMRC.
- Acting for investors , including pension funds, fund-of-funds, sovereign wealth funds, and family offices, on fund investments and secondary market transactions.
- Collaborating with other sub-groups within the Tax department, including Transactional and Incentives & Remuneration, and contributing to cross-departmental projects.
- Opportunities may arise for client secondments or placements with overseas law firms.
Person Specification
- England & Wales qualified solicitor with 3–4 years’ PQE .
- Strong academic background and a track record in tax law (experience in asset management or partnership tax advantageous).
- Excellent technical, analytical, and communication skills .
- Strong matter management and organisational ability.
- Collaborative team player with a proactive approach.
- Demonstrates alignment with the firm’s culture of excellence, inclusivity, and professional development.
Asset Management - Senior Manager
Posted today
Job Viewed
Job Description
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team:
Part of our Financial Services division, the Asset Management Audit team delivers tailored audit services to clients with complex and diverse asset portfolios. Our clients include large and listed asset managers (including FTSE 250 entities), wealth managers, investment trusts, real estate investment managers and REITs, as well as private equity and venture capital-backed property groups. We also work with unregulated asset managers with assets under management under £1bn.
Operating across multiple jurisdictions, our clients present a broad range of challenges, from asset valuation and revenue recognition to meeting regulatory compliance. You'll be involved at every stage of the audit process, gaining hands-on experience with high-profile clients while being supported in your professional development. We offer a collaborative and ambitious environment where your ideas are valued, and your career can thrive.
What You'll Do:
- Lead Complex Audits – Take ownership of large and listed audits in the asset management sector, bringing FTSE 250 experience to the team.
- Provide Technical Oversight – Advise on complex areas including private equity, private credit, infrastructure valuations, IFRS 9/13, and fair value assessments.
- Shape Audit Strategy – Design risk-focused audit approaches tailored to complex group structures and diverse investment vehicles.
- Deliver Reporting & Insights – Manage high-value audits end-to-end, including team resourcing, timelines, group consolidations, and Audit Committee reporting.
- Coach & Collaborate – Support team development and build trusted relationships with CFOs, fund managers, and key stakeholders.
What You'll Bring:
- Professional Qualification – Fully qualified (ACA / ACCA / CA or equivalent).
- Sector Expertise - Hands-on experience in the asset management sector, ideally with FTSE 250 clients.
- Leadership Experience - Proven leadership in managing complex audits involving asset portfolios and valuation processes. Demonstrated experience at Senior Manager or experienced Audit Manager level.
- Technical Knowledge - Strong technical expertise in IFRS, UK GAAP, CASS rules, and FCA regulations.
- Stakeholder Engagement – Skilled at managing relationships with senior stakeholders.
What We Offer:
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.
We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.
Salaries & Benefits:
At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.
You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?
Location:
London Office – 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.
Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars
Be The First To Know
About the latest Portfolio management roles Jobs in London !
Asset Management - Senior Manager
Posted today
Job Viewed
Job Description
At Forvis Mazars, we're always looking ahead, for our people, our clients and the wider world. Together, we grow , belong and impact . You'll be supported to learn, explore and develop from day one. We celebrate individuality, encourage bold thinking and believe success comes from working together. With us, you'll belong to your local team, gain global experience, and make a meaningful impact now and in the future.
About The Team:
Part of our Financial Services division, the Asset Management Audit team delivers tailored audit services to clients with complex and diverse asset portfolios. Our clients include large and listed asset managers (including FTSE 250 entities), wealth managers, investment trusts, real estate investment managers and REITs, as well as private equity and venture capital-backed property groups. We also work with unregulated asset managers with assets under management under £1bn.
Operating across multiple jurisdictions, our clients present a broad range of challenges, from asset valuation and revenue recognition to meeting regulatory compliance. You'll be involved at every stage of the audit process, gaining hands-on experience with high-profile clients while being supported in your professional development. We offer a collaborative and ambitious environment where your ideas are valued, and your career can thrive.
What You'll Do:
- Lead Complex Audits – Take ownership of large and listed audits in the asset management sector, bringing FTSE 250 experience to the team.
- Provide Technical Oversight – Advise on complex areas including private equity, private credit, infrastructure valuations, IFRS 9/13, and fair value assessments.
- Shape Audit Strategy – Design risk-focused audit approaches tailored to complex group structures and diverse investment vehicles.
- Deliver Reporting & Insights – Manage high-value audits end-to-end, including team resourcing, timelines, group consolidations, and Audit Committee reporting.
- Coach & Collaborate – Support team development and build trusted relationships with CFOs, fund managers, and key stakeholders.
What You'll Bring:
- Professional Qualification – Fully qualified (ACA / ACCA / CA or equivalent).
- Sector Expertise - Hands-on experience in the asset management sector, ideally with FTSE 250 clients.
- Leadership Experience - Proven leadership in managing complex audits involving asset portfolios and valuation processes. Demonstrated experience at Senior Manager or experienced Audit Manager level.
- Technical Knowledge - Strong technical expertise in IFRS, UK GAAP, CASS rules, and FCA regulations.
- Stakeholder Engagement – Skilled at managing relationships with senior stakeholders.
What We Offer:
Forvis Mazars is a leading global professional services network delivering quality across audit, tax, advisory and consulting. We're united by a shared purpose and a strong sense of belonging, with a culture rooted in inclusion, responsibility, and collaboration. With us, you'll be empowered to shape your career, contribute your ideas, and make a difference from day one.
We embrace individuality and encourage everyone to bring their whole selves to work. Whether you're looking to stretch your potential, build meaningful relationships or be part of a diverse, forward-thinking team, this is a place where you can thrive.
Salaries & Benefits:
At Forvis Mazars, we pride ourselves on being a fair and competitive employer, we offer a competitive salary which are based on experience and benchmarking. We have an annual performance-based bonus, and regular salary reviews to ensure you are rewarded for your efforts.
You'll enjoy hybrid working options, allowing you to maintain a healthy work-life balance, along with clear career progression opportunities that will support your growth. Our comprehensive benefits package includes wellbeing support because we believe in taking care of our people. Does this sound like the kind of place where you can thrive?
Location:
London Office – 30 Old Bailey, London, EC4M 7AU. Moments from City Thameslink, St Paul's and Farringdon stations. Ideally positioned in the heart of the City of London, near major landmarks and law courts.
Ready to Grow , Belong , and Impact ? Apply now and join us at Forvis Mazars
Principal - Alternative Asset Management
Posted today
Job Viewed
Job Description
A global investment firm is expanding its footprint in the Alternative Asset Management space and currently seek a strategic operator to join a high-impact team driving innovation and growth across EMEA and APAC
This is a unique opportunity to help shape the future of private wealth investment solutions – from designing and launching cutting-edge private asset funds to building strategic partnerships with leading global institutions
We are keen to speak with Alternative Asset Management (AAM) professionals to lead critical initiatives across product development, operational build-out, and platform strategy.
This role blends entrepreneurial energy with cross-functional leadership in a rapidly evolving segment of the asset management industry.
Key Focus Areas:
- Spearheading new fund and platform launches
- Leading complex, cross-functional projects with internal teams and external partners
- Driving go-to-market strategies for private equity and debt offerings
- Supporting strategic partnerships and fund distribution via digital platforms
- Financial planning, regulatory coordination, and operational oversight
Essential Experience
- 7–10 years of experience in asset management, investment banking, or strategy consulting
- Experience in the iCapital platform would be highly desirable
- Proven ability to lead projects and drive initiatives across global teams
- Strong commercial instincts and a passion for business building
- Familiarity with fund operations or structuring is a plus
- Comfort navigating complexity in a high-growth, high-autonomy environment
If you're motivated by impact, innovation, and the opportunity to work on the next frontier of investment solutions, please get in touch
Compliance Analyst - Asset Management
Posted today
Job Viewed
Job Description
Key responsibility for maintaining the compliance and AML framework
This is a busy and business facing role requiring a degree of autonomy, within a successful and dynamic investment management business.
Working in partnership with the business teams and senior management in each office
Key Responsibilities:
Compliance monitoring
- Undertake the compliance monitoring programme, report on findings, make recommendations and ensure they are successfully implemented
- Assist in continuous development of compliance monitoring programme, leveraging the use of technology and analytics
- Maintain the compliance monitoring programme
KYC and sanctions
- Conduct KYC and sanctions screening
- Coordinate and conduct initial and periodic AML checks on clients and deal counterparties
- Draft reports to the Board and the Global AML Committee on AML issues
SMCR
- Maintain the register of Certified Persons
- Administer and oversee the annual certification process
- Oversee the prompt and proper creation and maintenance of key SMCR documentation
Compliance Framework
- Assist with the implementation of new FCA rules & UK regulatory requirements
- Assist in drafting the FCA returns
- Assist in drafting the periodic reports to the Board
- Maintain key documents, policies and procedures, databases and registers
Advice and Training
- Provide advice on policies and procedures to colleagues from investment management, asset management and other departments
- Respond to questions relating to compliance systems and assist in resolution of technical queries
- Assist in development and delivery of compliance training
Required Qualifications & Experience
- Degree in Law, Finance or Risk Management
- A minimum of 2 years of experience in compliance from an asset manager is essential - please only apply if you meet this criteria