Junior Portfolio Manager

Date live:
**08/18/2025**

Business Area:
**Investments**

Area of Expertise:
**Product Development & Management**

Contract:
**Permanent**

Reference Code:
**JR-0000024945**

**Junior Portfolio Manager | Discretionary Portfolio Management | Barclays | Geneva.**

**Key Responsibilities**:

- ** Portfolio**Management**:

- Manage a suite of smaller-sized client portfolios.
- Conduct routine monitoring and performance tracking of assigned portfolios.
- Support trade execution processes and ensure alignment with client mandates.
- Support Front Office in pitching DPM and performance reporting
- ** Investment Committee Preparation**:

- Assist in preparing materials, data analysis, and recommendations for investment committee meetings.
- Contribute research and insight to support investment ideas and portfolio changes.
- ** Cash Management Backup**:

- Act as a backup for the team’s cash management responsibilities.
- Perform monthly DPM control tasks
- Support in forecasting and reconciling daily cash positions.
- Support in day-to-day intra systems reconciliations.
- ** Operational Coordination**:

- Liaise with internal stakeholders (Operations, Compliance ,IT, Risk, etc.) to ensure accurate and compliant portfolio activity.
- Help maintain accurate client records and reporting tools.
- Strong analytical and numerical skills, with high attention to detail.
- Proactive attitude and willingness to take on increasing responsibilities as the book of business grows.
- Excellent communication skills, both written and verbal.
- Highly organised and capable of handling multiple tasks in a deadline-driven environment.
- Familiarity with investment products and financial markets.
- Proficiency in Excel required and Bloomberg a plus.
- Proficiency in VBA

**Essential Criteria**:

- Fluency in English (spoken and written) is essential.
- Great presentational skills.

**Desirable Criteria**:

- 2-5 years of relevant experience in asset management, investment banking, or financial services.
- University degree in Finance, Economics, STEM (science, technology, engineering, mathematics).

This role is based in Geneva

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

**Purpose of the role**

To generate returns, manage risk, and ensure the portfolio’s financial stability and long-term success.

**Accountabilities**
- Allocation and monitoring of securities within a portfolio, aligned to the banks risk tolerance to framework and changing market conditions, investment objectives and regulatory requirements, utilising specialist software and data analytics tools, to enhance the portfolio management efficiency and effectiveness.
- Execution of research and analysis on various securities (equity, bond, funds) to identify profitable investment opportunities, aligned to the banks risk tolerance.
- Communication of the banks investment philosophy, decision making and investment selection to Clients and other key stakeholders such as Relationship Managers and Investment Advisors.
- Performance monitoring against benchmarks and objectives, analysing risk metrics, and creation of reports for senior colleagues and internal stakeholders.
- Implementation of risk management strategies to identify, assess, and mitigate potential financial risks associated with the portfolio, such as market fluctuations, credit risk, and liquidity risk.
- Conducting of simulations to assess the portfolio's resilience to different market scenarios and economic downturns, identification of potential vulnerabilities and informing on risk mitigation strategies, and communicate key findings to senior executives and board members.
- Monitoring of economic data, industry news, and geopolitical events to anticipate potential impacts on the portfolio and adjust strategies accordingly.
- Research of emerging asset classes, innovative investment strategies, and alternative investments to potentially enhance portfolio returns.
- Stakeholder management of investment banks, market makers, and other external partners as needed for portfolio transactions and information gathering.

**Assistant Vice President Expectations**
- To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
- Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thr