Portfolio Manager (Charities)

About Us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Overview

The Portfolio Manager is responsible for managing and growing a portfolio of clients, delivering strong day-to-day client outcomes while operating within clear commercial, risk, and governance frameworks. The role focuses on building trusted client relationships, executing agreed strategies, and maintaining high standards of service, suitability, and professionalism.

Portfolio Managers work closely with senior colleagues and specialists, developing their judgement, capability, and commercial confidence over time. They also play an important role in supporting the development of more junior colleagues, sharing knowledge, and helping build capability across the team. This role is a core building block in the firm’s client franchise and a key pipeline role for future senior leaders. The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CISI.

Cazenove Charities is the specialist charity investment department within the Schroders Group. We employ a team of twenty five portfolio directors, managers and support staff who are all based together in our London office. We offer a range of investment solutions supported by the significant research capabilities and breadth of investment expertise of the Schroders’ Group, which we apply to suit our clients’ individual circumstances. We pride ourselves on working collaboratively with our charity clients, and the charity sector as a whole, with a full events programme and thought leadership on best practice in charity investment. The Charities business manages assets of circa £16.5 billion on behalf of 1,800 charity clients and are the largest UK investment manager of charitable assets.

Scope & Accountability

• Ownership of a defined portfolio of clients
• Accountability for client service, retention, and delivery against client objectives
• Responsibility for operating within agreed risk and governance parameters
• Contribution to team culture, collaboration, and shared success
• Active support for the development of junior colleagues and future talent
• Personal development towards more senior client leadership roles

Key Responsibilities

1. Client Management & Growth

• Manage a portfolio of clients, delivering consistent, high-quality service
• Build trusted, long-term relationships through regular, proactive engagement
• Identify opportunities to grow client relationships in line with client needs
• Support net new business through referrals and introductions
• Deliver revenue growth through disciplined, client-appropriate activity
• Deliver agreed targets across net new assets, revenue growth, and client profitability metrics
• Escalate complex or high-risk matters appropriately

1. Client Experience & Delivery

• Provide a responsive, professional, and personal client experience
• Ensure client objectives, circumstances, and risk profiles are well understood
• Maintain accurate records and documentation for all client interactions
• Support client reviews, portfolio updates, and implementation activity
• Work closely with Investment, Planning, and specialist teams to deliver solutions
• Contribute positively to client retention and satisfaction

1. Risk Awareness & Governance

• Operate within all regulatory, group, and divisional policies
• Complete KYC, client reviews, and documentation accurately and on time
• Understand portfolio risk parameters and escalate concerns early
• Demonstrate sound judgement in client decision-making
• Support a strong risk culture through disciplined behaviours
• Complete all mandatory training within required timelines

1. Platform & Operational Effectiveness

• Use the firm’s platform effectively to support client outcomes
• Follow agreed processes to ensure consistency and efficiency
• Support appropriate use of discretionary or centralised solutions
• Use data and tools to track client activity and delivery
• Leverage data, insights, and digital tools to improve client outcomes and decision-making
• Adopt new tools and ways of working where they add value
• Contribute to continuous improvement of client processes

1. Collaboration, Team Contribution & Development of Others

• Work collaboratively with colleagues across Wealth Management
• Support Portfolio Directors and Team Managers in delivering client outcomes
• Develop and support more junior colleagues, including Assistant/Associate Portfolio Managers and Client Services Executives, through coaching, knowledge-sharing, and day-to-day guidance
• Share knowledge, insight, and best practice with peers
• Contribute to a positive, inclusive, and professional team environment
• Represent the firm positively with clients and internal partners

1. Professional Development & Role Modelling

• Take ownership of personal development and capability building
• Seek feedback and coaching to strengthen performance and judgement
• Build commercial, technical, and client leadership skills over time
• Demonstrate professionalism, integrity, and accountability in all activities
• Act as a role model for firm values and expected behaviours

Key Relationships

• Clients within assigned portfolio of clients
• Portfolio Directors, Team Managers, and Team Heads
• Assistant/Associate Portfolio Managers and Client Services Executives
• Investment, Planning, and specialist teams
• Risk, Compliance, and operational colleagues

What Success Looks Like

• A well-managed, stable, and growing portfolio of clients
• Strong client relationships and retention
• Consistent delivery of high service and governance standards
• Visible contribution to the development of junior colleagues and team capability
• Growing confidence, capability, and commercial judgement
• Positive contribution to team performance and culture
• Readiness over time for broader responsibility

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.