Investment Manager, Associate

WisdomTree in Europe

. Maintain and develop the discretionary Managed Portfolio Service model range .

Posted 9/22/2026full-timeLondon • United KingdomJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in multi-asset portfolio management, including model portfolio management, fund research, and investment implementation. Proficient in advanced data manipulation and analytics, with a strong focus on compliance and risk management in a UK discretionary environment.

Highest-signal resume keywords

IMC Or Equivalent RQF Level 4 QualificationMinimum Two Years' Relevant ExperienceAdvanced Excel SkillsInvestment Data And Analytics PlatformsPractical Use Of AI Tooling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Multi-Asset Portfolio ManagementModel Portfolio ManagementFund Research And SelectionRebalancingTrade GenerationData ManipulationPerformance AnalysisQuantitative ScreeningCost And Liquidity AssessmentRisk Monitoring

Soft Skills

Exceptional Written And Verbal Communication SkillsStrong Organisational SkillsProcess Improvement MindsetAbility To Manage Multiple PrioritiesPrecision Under Deadline

Tools & Technologies

Morningstar DirectFE AnalyticsBloombergFactSetAI Tooling

Certifications & Qualifications

IMCCISI Level 6 PCIAMCISI Level 7 Diploma In Wealth ManagementCFA Charter

Industry Keywords

Discretionary Managed Portfolio ServiceConsumer DutyInvestment CommitteeFCA ScrutinyMPS Due Diligence

About the role

Key responsibilities & impact

Maintain and develop the discretionary Managed Portfolio Service model range
Conduct fund and ETF due diligence, including quantitative screening, factor and style analysis, cost and liquidity assessment, manager due diligence and ongoing monitoring
Prepare rebalance proposals for the Investment Committee
Monitor portfolio risk against mandate constraints and escalate breaches to the Head of Investment Management
Maintain risk-profiling documentation and support ratings submissions and due diligence questionnaires
Run the rebalance cycle, including pre-trade checks, platform-specific model file generation, upload, post-trade reconciliation and completion evidence
Manage share-class and platform-specific ISIN mapping, cash and money-market handling, minimum trade sizes and platform dealing constraints
Support onboarding of model ranges onto new platforms and reporting or data systems
Maintain implementation controls and an audit trail
Produce and interrogate performance and attribution analysis
Review factsheets, commentary, Investment Committee papers and minutes
Respond to adviser and client questions and present at meetings, webinars and due diligence sessions
Contribute to Consumer Duty obligations and maintain records for internal audit and FCA scrutiny
Meet Certification Regime fit-and-proper requirements and complete annual CPD
Build and maintain tooling for reconciliation, upload-file generation, performance data, holdings look-through and report production
Use AI tooling to accelerate research synthesis, drafting, data manipulation and script development while validating outputs and protecting sensitive data

Requirements

What you’ll need

IMC or an equivalent RQF Level 4 qualification appropriate to managing investments, held at the point of application
Numerate degree or demonstrably equivalent analytical capability
Professional qualifications to work toward if not already held: CISI Level 6 PCIAM, CISI Level 7 Diploma in Wealth Management (Chartered Wealth Manager), or CFA Charter
Minimum two years' relevant experience in multi-asset portfolio management, model portfolio management, fund research and selection, or investment implementation and operations in a UK discretionary or MPS environment
Direct experience running or supporting model portfolios, including rebalancing, trade generation, platform models and reconciliation
Advanced Excel, including complex formulas and structured data handling
Demonstrable data manipulation capability
Confident use of investment data and analytics platforms such as Morningstar Direct, FE Analytics, Bloomberg or FactSet
Practical, current use of AI tooling in a working context, with understanding of its value, limitations and output validation
Precision under deadline and high accuracy
Exceptional written and verbal communication skills
Ability to state and defend an investment view before an Investment Committee
Process improvement mindset
Strong organisational skills and ability to manage multiple priorities and workstreams
Desirable: experience across multiple adviser platforms
Desirable: exposure to Consumer Duty fair value assessment or MPS due diligence processes

Benefits

Comp & perks

Work Smart philosophy with office attendance around 3 days per week to aid collaboration
Collaborative and empowering work environment
Annual CPD
Opportunity to use AI-assisted workflows and data tooling to reduce manual work